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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1976
Artemis Investment Management
United Kingdom
– -$7.14M -40,328 Closed
PFM
1977
Premier Fund Managers
United Kingdom
– -$6.95M -39,779 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1978
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$6.21M -35,015 Closed
ZIM
1979
Zacks Investment Management
Illinois
– -$5.82M -32,830 Closed
BCAM
1980
Boston Common Asset Management
Massachusetts
– -$5.5M -31,046 Closed
CP
1981
CenterBook Partners
Connecticut
– -$4.88M -27,520 Closed
BCM
1982
Bridgeway Capital Management
Texas
– -$4.73M -26,700 Closed
GCM
1983
Genus Capital Management
British Columbia, Canada
– -$4.13M -26,250 Closed
PVI
1984
Pine Valley Investments
New Jersey
– -$4.32M -24,387 Closed
WAM
1985
Wakefield Asset Management
Colorado
– -$4.29M -24,212 Closed
OCA
1986
Otter Creek Advisors
Florida
– -$4.25M -24,000 Closed
BCM
1987
Bayesian Capital Management
New York
– -$3.88M -21,917 Closed
CA
1988
CoreCap Advisors
Michigan
– -$3.65M -20,586 Closed
GQG Partners
1989
GQG Partners
Florida
– -$3.38M -19,057 Closed
MLICM
1990
Metropolitan Life Insurance Company (MetLife)
New York
– -$3.3M -18,619 Closed
LNC
1991
Lincoln National Corp
Pennsylvania
– -$3.27M -18,462 Closed
BRWA
1992
B. Riley Wealth Advisors
Florida
– -$1.73M -15,612 Closed
MC
1993
Middleton & Co
Massachusetts
– -$2.51M -14,157 Closed
CIAS
1994
CFS Investment Advisory Services
New Jersey
– -$2.29M -12,943 Closed
HWA
1995
HCR Wealth Advisors
California
– -$2.29M -12,899 Closed
AC
1996
AlphaCore Capital
California
– -$2.27M -12,815 Closed
BL
1997
Balentine LLC
Georgia
– -$2.01M -11,342 Closed
HT
1998
Headlands Technologies
Illinois
– -$1.97M -11,109 Closed
CC
1999
Courier Capital
New York
– -$1.74M -9,824 Closed
EP
2000
Edgestream Partners
New Jersey
– -$1.72M -9,729 Closed