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Name Holding Trade Value Shares
Change
Change in
Stake
BL
2001
Balentine LLC
Georgia
– -$1.73M -2,661 Closed
CB
2002
Cadence Bank
Mississippi
– -$1.66M -2,547 Closed
PWM
2003
Pinnacle Wealth Management
California
– -$1.63M -2,505 Closed
AC
2004
Arjuna Capital
North Carolina
– -$1.53M -2,353 Closed
PFMU
2005
Privium Fund Management (UK)
United Kingdom
– -$1.49M -2,333 Closed
LCM
2006
Landscape Capital Management
New Jersey
– -$1.42M -2,184 Closed
BC
2007
Bridgefront Capital
Texas
– -$1.33M -2,049 Closed
AIC
2008
Aurora Investment Counsel
Georgia
– -$1.25M -1,927 Closed
SPS
2009
Susquehanna Portfolio Strategies
Pennsylvania
– -$1.1M -1,700 Closed
CBFP
2010
Cedar Brook Financial Partners
Ohio
– -$1.09M -1,670 Closed
SRCM
2011
Signature Resources Capital Management
California
– -$990K -1,584 Closed
SL
2012
Sonnipe Ltd
Isle Of Man
– -$995K -1,530 Closed
DFG
2013
Delta Financial Group
New Jersey
– -$929K -1,429 Closed
IIA
2014
IPG Investment Advisors
California
– -$909K -1,399 Closed
WA
2015
WESPAC Advisors
California
– -$900K -1,384 Closed
LSPW
2016
Lake Street Private Wealth
Illinois
– -$894K -1,375 Closed
Financial Engines Advisors
2017
Financial Engines Advisors
California
– -$891K -1,370 Closed
ARC
2018
Advisor Resource Council
Texas
– -$821K -1,313 Closed
FCFC
2019
First Commonwealth Financial Corp
Pennsylvania
– -$833K -1,282 Closed
MWM
2020
Meridian Wealth Management
Kentucky
– -$823K -1,266 Closed
SRL
2021
Scientech Research LLC
New Jersey
– -$780K -1,200 Closed
HWM
2022
Hohimer Wealth Management
Washington
– -$757K -1,164 Closed
CWA
2023
CM Wealth Advisors
Ohio
– -$728K -1,136 Closed
WG
2024
Winton Group
United Kingdom
– -$681K -1,047 Closed
WA
2025
Wealthstar Advisors
Texas
– -$640K -984 Closed