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Name Holding Trade Value Shares
Change 		Change in
Stake
SGM
2001
Scalar Gauge Management
Texas
$5.88M – – –
TF
2002
Telligent Fund
Hong Kong
$5.88M +$595K +800 +11%
UOC
2003
UBS O'Connor
Illinois
$5.88M +$2.8M +3,762 +89%
PCM
2004
Polymer Capital Management
New York
$5.87M +$258K +347 +5%
CIG
2005
Cullen Investment Group
Louisiana
$5.85M +$68.5K +92 +1%
NS
2006
NBC Securities
Alabama
$5.84M +$394K +530 +7%
CCM
2007
Courage Capital Management
Tennessee
$5.84M – – –
CCM
2008
Conway Capital Management
California
$5.83M +$37.2K +50 +0.6%
NWMG
2009
National Wealth Management Group
Ohio
$5.82M +$1.18M +1,584 +25%
SWM
2010
Sculati Wealth Management
Michigan
$5.82M -$114K -153 -2%
EM
2011
Excalibur Management
Massachusetts
$5.81M -$305K -410 -5%
GGI
2012
GPM Growth Investors
Michigan
$5.81M +$66.2K +89 +1%
CAL
2013
Capital Analysts LLC
Pennsylvania
$5.8M +$47.6K +64 +0.8%
OC
2014
Optimas Capital
Hong Kong
$5.8M +$5.88M +7,900 New
B
2015
Bellecapital
Switzerland
$5.8M +$74.4K +100 +1%
NL
2016
Navalign LLC
California
$5.77M -$17.9K -24 -0.3%
MS
2017
Marshall & Sullivan
Washington
$5.76M -$204K -274 -3%
DIM
2018
DLK Investment Management
California
$5.76M -$212K -285 -4%
CRIG
2019
Charter Research & Investment Group
Connecticut
$5.75M -$124K -167 -2%
WI
2020
Westbourne Investments
Virginia
$5.73M -$319K -429 -5%
AF
2021
Arrow Financial
New York
$5.72M -$23.1K -31 -0.4%
WAG
2022
Winthrop Advisory Group
Massachusetts
$5.72M +$227K +305 +4%
PWA
2023
Primoris Wealth Advisors
Florida
$5.72M -$287K -385 -5%
SCP
2024
Sender Company & Partners
New York
$5.71M +$5.53M +7,424 +2,133%
MCM
2025
Mainstream Capital Management
California
$5.7M -$16.4K -22 -0.3%
79 80
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