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Name Holding Trade Value Shares
Change
Change in
Stake
CA
2001
Crewe Advisors
Utah
$10K
OAJ
2002
Ogorek Anthony Joseph
New York
$10K +$11.5K +46 New
MIM
2003
Macroview Investment Management
Maryland
$9K +$9.52K +38 New
CI
2004
Cordant Inc
Oregon
$9K +$10K +40 New
MS
2005
Mizuho Securities
Japan
$8K
KIG
2006
Kessler Investment Group
Indiana
$6K
TFM
2007
TFC Financial Management
Massachusetts
$6K
PP
2008
Pacifica Partners
Canada
$5K -$1.25K -5 -20%
PPWM
2009
PFG Private Wealth Management
Florida
$4K +$4.26K +17 New
HC
2010
Hoese & Co
Minnesota
$3K
LPWM
2011
Lake Point Wealth Management
Texas
$3K
VNA
2012
Valley National Advisers
Pennsylvania
$3K
GFPC
2013
Global Financial Private Client
Florida
$2.51K
BCPWM
2014
Bradley & Co Private Wealth Management
Florida
$2K
IWP
2015
IAG Wealth Partners
Wisconsin
$2K
BA
2016
Bellwether Advisors
Nebraska
$1K
JPLA
2017
Joseph P. Lucia & Associates
New York
$1K
PFA
2018
Professional Financial Advisors
Nebraska
$1K
RF
2019
Robbins Farley
New Hampshire
$1K +$752 +3 New
WA
2020
WestEnd Advisors
North Carolina
$915
Two Sigma Advisers
2021
Two Sigma Advisers
New York
-$264M -1,091,062 Closed
Holocene Advisors
2022
Holocene Advisors
New York
-$182M -754,351 Closed
MCM
2023
Melvin Capital Management
New York
-$175M -725,000 Closed
Balyasny Asset Management
2024
Balyasny Asset Management
Illinois
-$110M -456,857 Closed
SRFM
2025
Shannon River Fund Management
New York
-$42.5M -175,734 Closed