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Name Holding Trade Value Shares
Change
Change in
Stake
PAM
2001
Paradigm Asset Management
New York
– -$605K -6,817 Closed
QIM
2002
Quantitative Investment Management
Virginia
– -$588K -6,635 Closed
OAM
2003
Oxford Asset Management
United Kingdom
– -$573K -6,466 Closed
Capstone Investment Advisors
2004
Capstone Investment Advisors
New York
– -$586K -6,012 Closed
DM
2005
Deerfield Management
New York
– -$496K -5,590 Closed
MWA
2006
Monograph Wealth Advisors
California
– -$491K -5,541 Closed
VF
2007
Virtu Financial
New York
– -$485K -5,471 Closed
MCCP
2008
Mission Creek Capital Partners
California
– -$475K -5,357 Closed
GXJ
2009
Global X Japan
Japan
– -$470K -5,303 Closed
CC
2010
Corton Capital
Ontario, Canada
– -$468K -5,279 Closed
XS
2011
XR Securities
Illinois
– -$510K -5,230 Closed
SHFA
2012
SS&H Financial Advisors
Michigan
– -$463K -5,227 Closed
LF
2013
LifePlan Financial
Minnesota
– -$446K -5,034 Closed
OR
2014
Olympiad Research
Connecticut
– -$427K -4,817 Closed
SW
2015
SlateStone Wealth
Florida
– -$388K -4,380 Closed
CA
2016
Cresta Advisors
Texas
– -$371K -4,186 Closed
YCG
2017
Yeomans Consulting Group
Georgia
– -$363K -4,088 Closed
AHL
2018
Abel Hall LLC
Louisiana
– -$361K -4,074 Closed
RC
2019
RBO & Co
California
– -$361K -4,066 Closed
SFS
2020
Sharp Financial Services
Pennsylvania
– -$345K -3,887 Closed
HIC
2021
Hartline Investment Corp
Illinois
– -$342K -3,861 Closed
SPWM
2022
Schrum Private Wealth Management
Florida
– -$340K -3,836 Closed
DWA
2023
Delap Wealth Advisory
Oregon
– -$335K -3,778 Closed
EA
2024
Emerald Advisors
Washington
– -$316K -3,558 Closed
SCA
2025
Stonebridge Capital Advisors
Minnesota
– -$315K -3,557 Closed