|
1976
|
CLG LLC
Long Beach,
California
|
US$62.9萬
|
-US$26.2萬
|
1
|
0.14%
|
減碼
|
|
|
1977
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
US$62.9萬
|
+US$4,578
|
1
|
0.06%
|
增持
|
|
|
1978
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
US$62.9萬
|
+US$4.3萬
|
1
|
0.01%
|
增持
|
|
|
1979
|
Advisornet Financial
Minnetonka,
Minnesota
|
US$62.8萬
|
+US$11.3萬
|
2
|
0.03%
|
增持
|
|
|
1980
|
Beacon Financial Group
Dallas,
Texas
|
US$62.8萬
|
-US$6.18萬
|
1
|
0.06%
|
減碼
|
|
|
1981
|
TrueWealth Advisors
Birmingham,
Alabama
|
US$62.8萬
|
-US$65.2萬
|
1
|
0.14%
|
減碼
|
|
|
1982
|
First Bancorp
Damariscotta,
Maine
|
US$62.6萬
|
US$0
|
1
|
0.25%
|
維持不變
|
|
|
1983
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
US$62.5萬
|
+US$42萬
|
1
|
0.02%
|
新
|
|
|
1984
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
US$62.5萬
|
+US$7,783
|
1
|
0.18%
|
增持
|
|
|
1985
|
Windward Capital Management
Los Angeles,
California
|
US$62.2萬
|
-US$7,554
|
1
|
0.05%
|
減碼
|
|
|
1986
|
Silicon Valley Capital Partners
San Jose,
California
|
US$62.1萬
|
-US$17.1萬
|
1
|
0.05%
|
減碼
|
|
|
1987
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
US$61.9萬
|
-US$4.21萬
|
1
|
1.89%
|
減碼
|
|
|
1988
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
US$61.8萬
|
US$0
|
1
|
0.13%
|
維持不變
|
|
|
1989
|
Granville Capital
Greensboro,
North Carolina
|
US$61.7萬
|
+US$7,325
|
1
|
0.28%
|
增持
|
|
|
1990
|
MBA Advisors
Hermitage,
Pennsylvania
|
US$61.7萬
|
-US$1.35萬
|
1
|
0.21%
|
減碼
|
|
|
1991
|
Thryve Wealth Management
Irving,
Texas
|
US$61.6萬
|
+US$229
|
1
|
0.34%
|
增持
|
|
|
1992
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
US$61.3萬
|
+US$41.2萬
|
1
|
0.16%
|
新
|
|
|
1993
|
Portland Investment Counsel
Burlington,
Ontario, Canada
|
US$61.2萬
|
US$0
|
1
|
0.17%
|
維持不變
|
|
|
1994
|
MOKAN Wealth Management
Overland Park,
Kansas
|
US$61.2萬
|
+US$41.1萬
|
1
|
0.23%
|
新
|
|
|
1995
|
Powers Advisory Group
Highland,
Illinois
|
US$61.2萬
|
+US$1.33萬
|
1
|
0.19%
|
增持
|
|
|
1996
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
US$61.1萬
|
+US$8.86萬
|
1
|
0.22%
|
增持
|
|
|
1997
|
Serenus Wealth Advisors
Santa Monica,
California
|
US$61.1萬
|
US$0
|
1
|
0.11%
|
維持不變
|
|
|
1998
|
Jackson Wealth Management
Lake Mary,
Florida
|
US$61.1萬
|
-US$266萬
|
1
|
0.36%
|
減碼
|
|
|
1999
|
City Center Advisors LLC
Troy,
Michigan
|
US$60.7萬
|
+US$40.8萬
|
1
|
0.49%
|
新
|
|
|
2000
|
Daner Wealth Management
Alpharetta,
Georgia
|
US$60.7萬
|
+US$3,891
|
1
|
0.33%
|
增持
|
|