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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
2001
Americafirst Capital Management
California
– -$1.26M -44,326 Closed
PFT
2002
Providence First Trust
Arizona
– -$1.26M -44,106 Closed
GP
2003
GLG Partners
United Kingdom
– -$1.13M -39,720 Closed
UAS
2004
United Asset Strategies
New York
– -$1.08M -37,763 Closed
KJHP
2005
K.J. Harrison & Partners
Ontario, Canada
– -$1.02M -35,675 Closed
HWA
2006
Heritage Wealth Advisors
Virginia
– -$836K -29,328 Closed
BP
2007
BBR Partners
New York
– -$811K -28,459 Closed
Verition Fund Management
2008
Verition Fund Management
Connecticut
– -$673K -23,633 Closed
CANY
2009
Caxton Associates (New York)
New York
– -$619K -21,714 Closed
HCM
2010
Horan Capital Management
Maryland
– -$572K -20,078 Closed
TC
2011
Travelers Companies
Minnesota
– -$509K -17,874 Closed
HI
2012
Horizon Investments
North Carolina
– -$507K -17,437 Closed
PAA
2013
Peregrine Asset Advisers
Oregon
– -$492K -17,248 Closed
JRP
2014
Jasper Ridge Partners
California
– -$457K -16,020 Closed
BWFM
2015
Bridgewater Wealth & Financial Management
Maryland
– -$421K -14,763 Closed
BPCA
2016
Bank Pictet & Cie (Asia)
Singapore
– -$377K -13,240 Closed
LCM
2017
Lee Capital Management
New York
– -$377K -13,240 Closed
HC
2018
Hendley & Co
Ohio
– -$352K -12,349 Closed
PM
2019
Parametrica Management
Hong Kong
– -$324K -11,363 Closed
QAM
2020
Quantres Asset Management
Cayman Islands
– -$309K -10,857 Closed
LPT
2021
Legacy Private Trust
Wisconsin
– -$302K -10,622 Closed
PFA
2022
Pinnacle Family Advisors
Missouri
– -$275K -9,645 Closed
SIC
2023
Shoker Investment Counsel
Ohio
– -$261K -9,177 Closed
Group One Trading
2024
Group One Trading
Illinois
– -$244K -8,610 Closed
GA
2025
Gateway Advisory
New Jersey
– -$244K -8,565 Closed