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META

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
2001
TimesSquare Capital Management
New York
$906K +$169K +808 +25%
EMG
2002
ETF Managers Group
New Jersey
$902K -$935K -4,477 -52%
9WM
2003
9258 Wealth Management
Ohio
$891K +$13.8K +66 +2%
CA
2004
Calton & Associates
Florida
$888K -$159K -761 -16%
TP
2005
Tranquility Partners
Tennessee
$888K -$114K -545 -12%
AIP
2006
ARS Investment Partners
New York
$887K +$10.9K +52 +1%
WTFG
2007
Wells Trecaso Financial Group
Ohio
$886K +$60.3K +289 +8%
WP
2008
WMS Partners
Maryland
$885K +$71.8K +344 +10%
PBO
2009
Peoples Bank (Ohio)
Ohio
$884K -$18K -86 -2%
CC
2010
Cornerstone Capital
California
$883K +$423K +2,027 +109%
MCC
2011
Malaga Cove Capital
California
$881K -$21.9K -105 -3%
TCM
2012
Tuttle Capital Management
Connecticut
$877K +$806K +3,861 New
LCM
2013
Legato Capital Management
California
$876K +$806K +3,860 New
VC
2014
Veracity Capital
Georgia
$874K -$843K -4,039 -51%
QCIG
2015
Quad-Cities Investment Group
Iowa
$874K -$8.14K -39 -1%
FSC
2016
Full Sail Capital
Oklahoma
$873K -$9.81K -47 -1%
PBCM
2017
Point Break Capital Management
Florida
$873K – – –
DWM
2018
Destination Wealth Management
California
$862K +$94.8K +454 +14%
MG
2019
Mather Group
Illinois
$860K -$75.6K -362 -9%
CCG
2020
Ceeto Capital Group
Florida
$852K +$783K +3,750 New
WAG
2021
Winthrop Advisory Group
Massachusetts
$851K +$36.5K +175 +5%
DAM
2022
Delta Asset Management
Tennessee
$849K -$3.13K -15 -0.4%
CIA
2023
Choate Investment Advisors
Massachusetts
$844K -$22.3K -107 -3%
OFG
2024
OmniStar Financial Group
North Carolina
$842K -$6.68K -32 -0.9%
QOP
2025
Quinn Opportunity Partners
Virginia
$840K -$1.11M -5,300 -59%
79 80
81
82 83