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Name Holding Trade Value Shares
Change
Change in
Stake
CPL
2001
Capital & Planning LLC
Georgia
$683 +$673 +8 New
OP
2002
ORG Partners
Indiana
$682
LG
2003
LAM Group
Oregon
$597
SL
2004
Salomon & Ludwin
Virginia
$597
LI
2005
Louisbourg Investments
New Brunswick, Canada
$427
SWC
2006
Spectrum Wealth Counsel
Indiana
$342
LFA
2007
Legend Financial Advisors
Pennsylvania
$171
OW
2008
Olistico Wealth
Oklahoma
$171
GC
2009
Greenvale Capital
United Kingdom
-$172M -2,200,000 Closed
Point72 Asset Management
2010
Point72 Asset Management
Connecticut
-$88.8M -1,056,156 Closed
CAM
2011
Contour Asset Management
New York
-$45.4M -581,341 Closed
GAM
2012
Guinness Asset Management
United Kingdom
-$42.8M -549,080 Closed
WorldQuant Millennium Advisors
2013
WorldQuant Millennium Advisors
New York
-$41.1M -527,273 Closed
Twin Tree Management
2014
Twin Tree Management
Texas
-$40M -475,448 Closed
TCP
2015
ThornTree Capital Partners
Massachusetts
-$29.2M -373,594 Closed
GAM
2016
Goldentree Asset Management
New York
-$20.8M -267,432 Closed
SI
2017
Sora Investors
Pennsylvania
-$13.3M -170,000 Closed
TCM
2018
Tran Capital Management
California
-$11.5M -147,849 Closed
MCM
2019
Maytus Capital Management
New York
-$10.9M -140,000 Closed
SC
2020
Shellback Capital
Massachusetts
-$10.7M -137,074 Closed
TAM
2021
Tabor Asset Management
New York
-$9.39M -120,367 Closed
QC
2022
Quadrature Capital
United Kingdom
-$8.73M -111,953 Closed
BCM
2023
Bayesian Capital Management
New York
-$8.34M -106,854 Closed
FSCM
2024
First Sabrepoint Capital Management
Texas
-$8.19M -105,000 Closed
GAAM
2025
Guinness Atkinson Asset Management
California
-$8.19M -104,960 Closed