|
1976
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
US$3780萬
|
+US$89萬
|
7
|
13.18%
|
增持
|
|
|
1977
|
Capital City Trust
Tallahassee,
Florida
|
US$3777萬
|
-US$131萬
|
6
|
11.75%
|
減碼
|
|
|
1978
|
Prelude Capital Management
New York
|
US$3770萬
|
-US$675萬
|
13
|
2.45%
|
減碼
|
|
|
1979
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
US$3761萬
|
-US$86.3萬
|
6
|
4.47%
|
減碼
|
|
|
1980
|
Northwest Capital Management
Lake Oswego,
Oregon
|
US$3760萬
|
+US$242萬
|
12
|
15.76%
|
增持
|
|
|
1981
|
Conifer Management
New York
|
US$3755萬
|
US$0
|
1
|
4.12%
|
維持不變
|
|
|
1982
|
Buckhead Capital Management
Atlanta,
Georgia
|
US$3755萬
|
-US$58.5萬
|
6
|
8.94%
|
減碼
|
|
|
1983
|
Destiny Wealth Partners
Tavares,
Florida
|
US$3753萬
|
-US$22.9萬
|
5
|
7.18%
|
減碼
|
|
|
1984
|
Ghisallo Capital Management
Boston,
Massachusetts
|
US$3751萬
|
US$0
|
1
|
4.48%
|
維持不變
|
|
|
1985
|
Cavalry Management Group
San Francisco,
California
|
US$3748萬
|
+US$982萬
|
2
|
16.49%
|
增持
|
|
|
1986
|
Matthews International Capital Management
San Francisco,
California
|
US$3746萬
|
+US$1678萬
|
1
|
4.39%
|
增持
|
|
|
1987
|
Perseverance Asset Management International
George Town,
Cayman Islands
|
US$3746萬
|
-US$1516萬
|
1
|
11.32%
|
減碼
|
|
|
1988
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
US$3742萬
|
+US$128萬
|
5
|
7.6%
|
增持
|
|
|
1989
|
HCR Wealth Advisors
Los Angeles,
California
|
US$3737萬
|
-US$25.9萬
|
6
|
6.92%
|
減碼
|
|
|
1990
|
Vicus Capital
State College,
Pennsylvania
|
US$3731萬
|
-US$96萬
|
5
|
3.89%
|
減碼
|
|
|
1991
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
US$3714萬
|
-US$187萬
|
9
|
5.2%
|
減碼
|
|
|
1992
|
Cubic Asset Management
Boston,
Massachusetts
|
US$3713萬
|
-US$100萬
|
6
|
9.99%
|
減碼
|
|
|
1993
|
AMS Capital
Sao Paulo,
Brazil
|
US$3708萬
|
+US$3372萬
|
4
|
43.58%
|
增持
|
|
|
1994
|
West Coast Financial
Santa Barbara,
California
|
US$3708萬
|
-US$36.9萬
|
4
|
5.24%
|
減碼
|
|
|
1995
|
Merriman Wealth Management
Seattle,
Washington
|
US$3705萬
|
-US$170萬
|
7
|
1.83%
|
減碼
|
|
|
1996
|
Georgetown University
Washington,
District of Columbia
|
US$3703萬
|
+US$2,507
|
4
|
12.98%
|
增持
|
|
|
1997
|
|
US$3700萬
|
+US$1492萬
|
4
|
18.15%
|
增持
|
|
|
1998
|
Solidarity Wealth
Lehi,
Utah
|
US$3700萬
|
-US$114萬
|
4
|
15.22%
|
減碼
|
|
|
1999
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
US$3688萬
|
-US$1854萬
|
9
|
4.74%
|
減碼
|
|
|
2000
|
Lakeside Advisors
Seattle,
Washington
|
US$3687萬
|
-US$276萬
|
3
|
27.17%
|
減碼
|
|