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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
FFIC
2001
First Fiduciary Investment Counsel
Ohio
– -$7.75M -49,732 Closed
CIM
2002
Contravisory Investment Management
Massachusetts
– -$7.41M -47,512 Closed
SSA
2003
Schonfeld Strategic Advisors
New York
– -$7.2M -46,211 Closed
PFM
2004
Premier Fund Managers
United Kingdom
– -$6.89M -44,379 Closed
TSM
2005
Two Star Manager
Florida
– -$6.8M -43,633 Closed
HCM
2006
Hilton Capital Management
New York
– -$6.69M -42,924 Closed
OHIS
2007
Oak Harvest Investment Services
Texas
– -$6.67M -42,792 Closed
LSA
2008
L & S Advisors
California
– -$6.47M -41,534 Closed
ATIA
2009
American Trust Investment Advisors
New Hampshire
– -$5.59M -35,850 Closed
QC
2010
Quadrature Capital
United Kingdom
– -$5.5M -35,261 Closed
SI
2011
Symmetry Investments
Jersey
– -$5M -32,056 Closed
TI
2012
Trexquant Investment
Connecticut
– -$4.85M -31,108 Closed
NTIC
2013
Napean Trading & Investment Company
Singapore
– -$4.84M -31,038 Closed
GWMIA
2014
Global Wealth Management Investment Advisory
Florida
– -$4.68M -30,021 Closed
PP
2015
Paloma Partners
Connecticut
– -$4.68M -30,000 Closed
WCF
2016
West Coast Financial
California
– -$4.47M -28,706 Closed
PC
2017
Promethos Capital
Massachusetts
– -$4.33M -27,760 Closed
PIN
2018
Prudent Investors Network
California
– -$4.16M -26,690 Closed
IAM
2019
Infusive Asset Management
New York
– -$4.05M -25,988 Closed
DA
2020
Denali Advisors
California
– -$4.03M -25,874 Closed
LRWA
2021
Long Run Wealth Advisors
New York
– -$3.61M -23,179 Closed
PAMP
2022
Polar Asset Management Partners
Ontario, Canada
– -$3.15M -20,200 Closed
DTL
2023
Dynamic Technology Lab
Singapore
– -$3.04M -19,481 Closed
FTDI
2024
First Trust Direct Indexing
Massachusetts
– -$2.74M -17,575 Closed
IWS
2025
Insight Wealth Strategies
California
– -$2.71M -17,404 Closed
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