|
1951
|
Circle Wealth Management
Summit,
New Jersey
|
US$3355萬
|
-US$86.8萬
|
7
|
5.35%
|
減碼
|
|
|
1952
|
Farmers & Merchants Trust Company
Long Beach,
California
|
US$3353萬
|
+US$104萬
|
6
|
11.28%
|
增持
|
|
|
1953
|
Transform Wealth
Greenwood Village,
Colorado
|
US$3350萬
|
-US$40.4萬
|
4
|
6.72%
|
減碼
|
|
|
1954
|
GFG Capital
Miami,
Florida
|
US$3348萬
|
+US$45.5萬
|
5
|
11.57%
|
增持
|
|
|
1955
|
Managed Asset Portfolios
Rochester,
Michigan
|
US$3348萬
|
-US$48.5萬
|
2
|
5.38%
|
減碼
|
|
|
1956
|
Capital Planning Advisors
Roseville,
California
|
US$3346萬
|
-US$170萬
|
6
|
7.5%
|
減碼
|
|
|
1957
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
US$3342萬
|
+US$19.8萬
|
6
|
9.95%
|
增持
|
|
|
1958
|
Trust Company of Kansas
Wichita,
Kansas
|
US$3342萬
|
+US$6.99萬
|
3
|
21.86%
|
增持
|
|
|
1959
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
US$3341萬
|
+US$3.65萬
|
3
|
8.86%
|
增持
|
|
|
1960
|
Crystal Rock Capital Management
Bannockburn,
Illinois
|
US$3340萬
|
-US$277萬
|
5
|
18.13%
|
減碼
|
|
|
1961
|
Berkshire Bank
Pittsfield,
Massachusetts
|
US$3338萬
|
-US$100萬
|
6
|
8.39%
|
減碼
|
|
|
1962
|
Chelsea Counsel Company
Los Angeles,
California
|
US$3336萬
|
-US$125萬
|
5
|
16.53%
|
減碼
|
|
|
1963
|
Symphony Financial
Houston,
Texas
|
US$3331萬
|
+US$2423萬
|
9
|
8.8%
|
增持
|
|
|
1964
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
US$3330萬
|
-US$34.9萬
|
6
|
6.19%
|
減碼
|
|
|
1965
|
Elk River Wealth Management
Denver,
Colorado
|
US$3325萬
|
+US$171萬
|
6
|
9.47%
|
增持
|
|
|
1966
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
US$3319萬
|
-US$13.4萬
|
5
|
18.31%
|
減碼
|
|
|
1967
|
Dash Acquisitions
Woodland Hills,
California
|
US$3315萬
|
+US$613萬
|
4
|
21.78%
|
增持
|
|
|
1968
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
US$3314萬
|
+US$265萬
|
6
|
6.17%
|
增持
|
|
|
1969
|
Brookstone Capital Management
Wheaton,
Illinois
|
US$3310萬
|
+US$170萬
|
7
|
1.27%
|
增持
|
|
|
1970
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
US$3302萬
|
+US$5.48萬
|
7
|
7.69%
|
增持
|
|
|
1971
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
US$3297萬
|
-US$58.5萬
|
6
|
2.68%
|
減碼
|
|
|
1972
|
Wellington Shields & Co
New York
|
US$3283萬
|
-US$4.38萬
|
9
|
11.76%
|
減碼
|
|
|
1973
|
Renaissance Capital
Stamford,
Connecticut
|
US$3279萬
|
-US$687萬
|
4
|
4.86%
|
減碼
|
|
|
1974
|
First Interstate Bancsystem
Billings,
Montana
|
US$3277萬
|
+US$3251萬
|
4
|
3.9%
|
新
|
|
|
1975
|
Brightworth
Atlanta,
Georgia
|
US$3272萬
|
+US$181萬
|
5
|
3.02%
|
增持
|
|
