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Name Holding Trade Value Shares
Change 		Change in
Stake
OL
2001
one8zero8 LLC
North Carolina
$19.4M -$1.21M -2,776 -7%
IA
2002
Intellus Advisors
Florida
$19.4M +$44.7K +103 +0.3%
JSC
2003
Jackson Square Capital
California
$19.4M +$1.18M +2,718 +7%
CCAM
2004
Codex Capital Asset Management
Texas
$19.4M – – –
NFT
2005
Nan Fung Trinity
Hong Kong
$19.4M – – –
CWP
2006
Concord Wealth Partners
Virginia
$19.4M -$644K -1,484 -4%
CAMV
2007
Concord Asset Management (Virginia)
Virginia
$19.4M +$4.69M +10,803 +38%
BA
2008
Baugh & Associates
Georgia
$19.3M -$1.08M -2,477 -6%
SIM
2009
Seaview Investment Managers
Florida
$19.3M +$135K +311 +0.8%
AFGAS
2010
Allegiance Financial Group Advisory Services
Virginia
$19.3M +$239K +550 +1%
AA
2011
Apriem Advisors
California
$19.3M +$403K +928 +2%
PCR
2012
Potrero Capital Research
California
$19.2M – – –
WCA
2013
Westover Capital Advisors
Delaware
$19.2M -$791K -1,821 -5%
MA
2014
MSA Advisors
California
$19.2M -$782K -1,800 -4%
IAS
2015
Investment Advisory Services
Texas
$19.2M -$443K -1,021 -3%
PWPS
2016
Pinnacle Wealth Planning Services
Ohio
$19.2M +$2.06M +4,750 +14%
HIC
2017
Harbor Island Capital
Massachusetts
$19.2M -$1.19M -2,740 -7%
BFA
2018
Bill Few Associates
Pennsylvania
$19.1M -$678K -1,562 -4%
JSA
2019
Jacobson & Schmitt Advisors
Wisconsin
$19.1M +$90.3K +208 +0.5%
BB
2020
Bell Bank
North Dakota
$19.1M +$407K +937 +2%
OIS
2021
Okabena Investment Services
Minnesota
$19.1M +$3.72M +8,577 +29%
WAG
2022
Winthrop Advisory Group
Massachusetts
$19.1M +$3.04M +6,997 +22%
ADL
2023
Asset Dedication LLC
California
$19.1M -$64.7K -149 -0.4%
ICP
2024
Impact Capital Partners
Colorado
$19.1M +$554K +1,275 +3%
ZDA
2025
Zweig-DiMenna Associates
New York
$19.1M +$4.43M +10,200 +36%
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