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Name Holding Trade Value Shares
Change 		Change in
Stake
APG
2001
Abacus Planning Group
South Carolina
– -$566K -3,600 Closed
SVI
2002
Strategic Vision Investment
Hong Kong
– -$546K -3,470 Closed
SC
2003
Scholtz & Company
Connecticut
– -$543K -3,450 Closed
ECU
2004
Eisler Capital (UK)
United Kingdom
– -$558K -3,395 Closed
AC
2005
Allstate Corporation
Illinois
– -$531K -3,375 Closed
MAG
2006
MRA Advisory Group
New Jersey
– -$516K -3,280 Closed
MHS
2007
M Holdings Securities
Oregon
– -$509K -3,235 Closed
MC
2008
Maverick Capital
Texas
– -$502K -3,190 Closed
PWM
2009
Prosperity Wealth Management
California
– -$458K -2,910 Closed
PFT
2010
Providence First Trust
Arizona
– -$423K -2,690 Closed
AIM
2011
Aigen Investment Management
New York
– -$375K -2,385 Closed
TWP
2012
Triad Wealth Partners
Kansas
– -$372K -2,365 Closed
MAM
2013
Maytree Asset Management
Hong Kong
– -$352K -2,235 Closed
VCG
2014
Vantage Consulting Group
Virginia
– -$339K -2,155 Closed
VC
2015
Vicus Capital
Pennsylvania
– -$329K -2,090 Closed
TA
2016
TrueWealth Advisors
Alabama
– -$315K -2,000 Closed
PP
2017
Paloma Partners
Connecticut
– -$314K -1,995 Closed
SAM
2018
SignalPoint Asset Management
Missouri
– -$294K -1,870 Closed
RIM
2019
Redwood Investment Management
Arizona
– -$290K -1,865 Closed
TPWA
2020
TRUE Private Wealth Advisors
Oregon
– -$276K -1,755 Closed
AIS
2021
American Investment Services
Massachusetts
– -$275K -1,750 Closed
SP
2022
Symmetry Partners
Connecticut
– -$261K -1,660 Closed
SMC
2023
Smith, Moore & Co
Missouri
– -$260K -1,650 Closed
GCM
2024
Graham Capital Management
Connecticut
– -$259K -1,645 Closed
IA
2025
IFG Advisory
Georgia
– -$254K -1,615 Closed
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