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Name Holding Trade Value Shares
Change
Change in
Stake
STA
2001
Summit Trail Advisors
New York
-$215K -1,219 Closed
RB
2002
Renasant Bank
Mississippi
-$203K -1,150 Closed
ZCI
2003
Zevenbergen Capital Investments
Washington
-$202K -1,142 Closed
LGA
2004
Lebenthal Global Advisors
New York
-$138K -785 Closed
BWM
2005
Birchcreek Wealth Management
Ohio
-$120K -680 Closed
KCM
2006
Kathmere Capital Management
Pennsylvania
-$106K -600 Closed
VCG
2007
Vantage Consulting Group
Virginia
-$82K -462 Closed
HGWM
2008
Harvest Group Wealth Management
Massachusetts
-$75K -426 Closed
NICM
2009
Neo Ivy Capital Management
New York
-$72K -406 Closed
FPB
2010
First PREMIER Bank
South Dakota
-$55K -315 Closed
CC
2011
Centiva Capital
New York
-$54.8K -293 Closed
PS
2012
Planned Solutions
California
-$51K -291 Closed
CDIA
2013
Capital Directions Investment Advisors
Georgia
-$49K -275 Closed
FWM
2014
FSA Wealth Management
Massachusetts
-$46K -260 Closed
HFM
2015
Harvest Fund Management
China
-$45K -259 Closed
D
2016
Diversified
Delaware
-$40K -255 Closed
BWA
2017
Burt Wealth Advisors
Maryland
-$38K -214 Closed
SIAG
2018
Safeguard Investment Advisory Group
California
-$36K -209 Closed
IA
2019
IFS Advisors
Kansas
-$34K -193 Closed
EA
2020
Emerald Advisers
Pennsylvania
-$23K -130 Closed
BSSFA
2021
Baron Silver Stevens Financial Advisors
Florida
-$19K -108 Closed
CL
2022
COWA LLC
Oklahoma
-$20K -100 Closed
CTFG
2023
Capstone Triton Financial Group
Oklahoma
-$12K -70 Closed
AA
2024
AlphaMark Advisors
Kentucky
-$8K -44 Closed
BCMIO
2025
Beacon Capital Management Inc (Ohio)
Ohio
-$6K -32 Closed