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Name Holding Trade Value Shares
Change
Change in
Stake
WA
2001
WestEnd Advisors
North Carolina
$854 +$168 +2 +25%
FS
2002
Financially Speaking
Colorado
$854 +$841 +10 New
ICCON
2003
Investment Counsel Company of Nevada
Nevada
$769 +$757 +9 New
CPL
2004
Capital & Planning LLC
Georgia
$683 +$673 +8 New
OP
2005
ORG Partners
Indiana
$682 – – –
LG
2006
LAM Group
Oregon
$597 – – –
SL
2007
Salomon & Ludwin
Virginia
$597 – – –
LI
2008
Louisbourg Investments
New Brunswick, Canada
$427 – – –
SWC
2009
Spectrum Wealth Counsel
Indiana
$342 – – –
LFA
2010
Legend Financial Advisors
Pennsylvania
$171 – – –
OW
2011
Olistico Wealth
Oklahoma
$171 – – –
GC
2012
Greenvale Capital
United Kingdom
– -$172M -2,200,000 Closed
Point72 Asset Management
2013
Point72 Asset Management
Connecticut
– -$88.8M -1,056,156 Closed
CAM
2014
Contour Asset Management
New York
– -$45.4M -581,341 Closed
GAM
2015
Guinness Asset Management
United Kingdom
– -$42.8M -549,080 Closed
WorldQuant Millennium Advisors
2016
WorldQuant Millennium Advisors
New York
– -$41.1M -527,273 Closed
Twin Tree Management
2017
Twin Tree Management
Texas
– -$40M -475,448 Closed
TCP
2018
ThornTree Capital Partners
Massachusetts
– -$29.2M -373,594 Closed
GAM
2019
Goldentree Asset Management
New York
– -$20.8M -267,432 Closed
SI
2020
Sora Investors
Pennsylvania
– -$13.3M -170,000 Closed
TCM
2021
Tran Capital Management
California
– -$11.5M -147,849 Closed
MCM
2022
Maytus Capital Management
New York
– -$10.9M -140,000 Closed
SC
2023
Shellback Capital
Massachusetts
– -$10.7M -137,074 Closed
TAM
2024
Tabor Asset Management
New York
– -$9.39M -120,367 Closed
QC
2025
Quadrature Capital
United Kingdom
– -$8.73M -111,953 Closed