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Name Holding Trade Value Shares
Change
Change in
Stake
WAS
2001
Winch Advisory Services
Wisconsin
$8K +$55 +1 +0.7%
HS
2002
Horan Securities
United States
$7K – – –
IDBONY
2003
Israel Discount Bank of New York
New York
$6K – – –
OPWM
2004
Oak Point Wealth Management
Michigan
$6K +$6.71K +121 New
RWM
2005
Raffa Wealth Management
District of Columbia
$5.63K -$4.88K -88 -46%
MCM
2006
Mainstay Capital Management
Michigan
$5K +$4.82K +87 New
MPPLM
2007
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4K +$4.38K +79 New
FGC
2008
Financial Gravity Companies
Texas
$2K +$2.22K +40 New
Financial Engines Advisors
2009
Financial Engines Advisors
California
$2K +$2.55K +46 New
BCMIO
2010
Beacon Capital Management Inc (Ohio)
Ohio
$1K +$832 +15 New
BGIM
2011
Brandywine Global Investment Management
Pennsylvania
– -$153M -2,509,916 Closed
NFA
2012
Nationwide Fund Advisors
Ohio
– -$117M -1,908,633 Closed
QIM
2013
Quantitative Investment Management
Virginia
– -$67.9M -1,111,299 Closed
Point72 Asset Management
2014
Point72 Asset Management
Connecticut
– -$53.2M -959,920 Closed
SAM
2015
Sentinel Asset Management
Vermont
– -$53.5M -876,128 Closed
BM
2016
Bridger Management
New York
– -$50.4M -825,297 Closed
CCI
2017
Columbus Circle Investors
– -$47.7M -808,232 Closed
Assenagon Asset Management
2018
Assenagon Asset Management
Luxembourg
– -$46.7M -764,610 Closed
MMH
2019
Menora Mivtachim Holdings
Israel
– -$44.7M -731,708 Closed
CHCM
2020
Columbus Hill Capital Management
New Jersey
– -$44.5M -728,540 Closed
MCM
2021
Marsico Capital Management
Colorado
– -$41.5M -678,981 Closed
Squarepoint
2022
Squarepoint
New York
– -$28.3M -463,248 Closed
PMAM
2023
Picton Mahoney Asset Management
Ontario, Canada
– -$27.4M -448,806 Closed
GQG Partners
2024
GQG Partners
Florida
– -$22.5M -368,654 Closed
CCP
2025
Clough Capital Partners
Massachusetts
– -$21.4M -350,661 Closed