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Name Holding Trade Value Shares
Change 		Change in
Stake
GLAM
2001
Gardner Lewis Asset Management
Pennsylvania
– -$2.59M -34,481 Closed
OC
2002
Optimas Capital
Hong Kong
– -$2.56M -34,100 Closed
SIA
2003
SkyView Investment Advisors
New Jersey
– -$2.28M -30,280 Closed
MAM
2004
Mark Asset Management
New York
– -$2.25M -30,000 Closed
HLA
2005
Hamilton Lane Advisors
Pennsylvania
– -$2.24M -29,765 Closed
KI
2006
Keystone Investors
Singapore
– -$2.17M -28,892 Closed
OQS
2007
Occudo Quantitative Strategies
Florida
– -$2.13M -28,290 Closed
AWP
2008
Ascent Wealth Partners
New York
– -$2.09M -27,762 Closed
AGA
2009
Accuvest Global Advisors
Utah
– -$2.07M -27,224 Closed
BCM
2010
Barometer Capital Management
Ontario, Canada
– -$2.04M -27,110 Closed
RA
2011
Rational Advisors
New York
– -$2.04M -27,100 Closed
WC
2012
Weil Company
California
– -$1.92M -25,508 Closed
KPF
2013
K2 Principal Fund
Ontario, Canada
– -$1.78M -24,988 Closed
BCM
2014
Bayesian Capital Management
New York
– -$1.74M -23,100 Closed
AI
2015
Aperture Investors
New York
– -$1.7M -22,565 Closed
HG
2016
Herbst Group
Connecticut
– -$1.66M -22,100 Closed
KJHP
2017
K.J. Harrison & Partners
Ontario, Canada
– -$1.77M -22,000 Closed
BOSSRA
2018
B.O.S.S. Retirement Advisors
Utah
– -$1.65M -21,933 Closed
CAC
2019
Cowen and Company
New York
– -$1.61M -21,387 Closed
LSA
2020
L & S Advisors
California
– -$1.48M -19,643 Closed
LJAC
2021
L.J. Altfest & Co
New York
– -$1.29M -17,188 Closed
VWM
2022
VCI Wealth Management
Missouri
– -$1.27M -16,939 Closed
DAS
2023
Dynamic Advisor Solutions
Arizona
– -$1.12M -14,853 Closed
DF
2024
Donoghue Forlines
Massachusetts
– -$1M -13,371 Closed
RWA
2025
Redhawk Wealth Advisors
Minnesota
– -$992K -13,200 Closed
79 80
81
82 83