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Name Holding Trade Value Shares
Change
Change in
Stake
HFA
1976
HC Financial Advisors
California
– -$2.01M -11,388 Closed
Balyasny Asset Management
1977
Balyasny Asset Management
Illinois
– -$1.98M -11,260 Closed
FM
1978
Forward Management
California
– -$1.59M -9,037 Closed
VLC
1979
Van Leeuwen & Company
New Jersey
– -$1.49M -8,464 Closed
S
1980
SimplyRich
California
– -$1.2M -6,823 Closed
CCM
1981
Chickasaw Capital Management
Tennessee
– -$1.13M -6,434 Closed
KJWM
1982
Kiley Juergens Wealth Management
Washington
– -$951K -5,401 Closed
CAS
1983
Cue Advisory Services
Arizona
– -$920K -5,224 Closed
GAMA
1984
Graticule Asia Macro Advisors
New York
– -$864K -4,904 Closed
CPA
1985
Capital Planning Advisors
California
– -$864K -4,902 Closed
CSS
1986
Cubist Systematic Strategies
Connecticut
– -$852K -4,838 Closed
WCAMG
1987
Woodard & Company Asset Management Group
North Carolina
– -$814K -4,624 Closed
PHK
1988
Point72 Hong Kong
Hong Kong
– -$732K -4,155 Closed
MIH
1989
Meitav Investment House
Israel
– -$720K -4,087 Closed
BCM
1990
Beck Capital Management
Texas
– -$693K -3,935 Closed
WG
1991
Winton Group
United Kingdom
– -$671K -3,810 Closed
OSAM
1992
O'Shaughnessy Asset Management
Connecticut
– -$627K -3,560 Closed
CP
1993
Cumberland Partners
Ontario, Canada
– -$514K -2,918 Closed
NFC
1994
Northeast Financial Consultants
Connecticut
– -$499K -2,835 Closed
FCMC
1995
Founders Capital Management (Connecticut)
Connecticut
– -$413K -2,349 Closed
STA
1996
Summit Trail Advisors
New York
– -$408K -2,313 Closed
SCG
1997
Sonata Capital Group
Washington
– -$400K -2,272 Closed
PAA
1998
Peregrine Asset Advisers
Oregon
– -$387K -2,196 Closed
AIA
1999
Affinity Investment Advisors
California
– -$387K -2,195 Closed
PMG
2000
ProVise Management Group
Florida
– -$381K -2,162 Closed