|
2001
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
US$1021萬
|
-US$1.27萬
|
7
|
2.98%
|
減碼
|
|
|
2002
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
US$1020萬
|
-US$10.2萬
|
3
|
4.62%
|
減碼
|
|
|
2003
|
HCR Wealth Advisors
Los Angeles,
California
|
US$1018萬
|
-US$52.2萬
|
5
|
5.03%
|
減碼
|
|
|
2004
|
Wintrust Investments
Chicago,
Illinois
|
US$1016萬
|
+US$38.7萬
|
9
|
2.7%
|
增持
|
|
|
2005
|
Kerrisdale Advisers
Miami,
Florida
|
US$1015萬
|
+US$840萬
|
2
|
9.34%
|
增持
|
|
|
2006
|
Cadence Bank NA
Houston,
Texas
|
US$1014萬
|
-US$13.5萬
|
6
|
4.63%
|
減碼
|
|
|
2007
|
S&T Bank
Indiana,
Pennsylvania
|
US$1014萬
|
-US$58.6萬
|
1
|
1.84%
|
減碼
|
|
|
2008
|
Horan Capital Advisors
Cincinnati,
Ohio
|
US$1012萬
|
+US$163萬
|
5
|
6.89%
|
增持
|
|
|
2009
|
Bray Capital Advisors
Naples,
Florida
|
US$1011萬
|
-US$7.41萬
|
5
|
5.54%
|
減碼
|
|
|
2010
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
US$1010萬
|
+US$18.7萬
|
2
|
9.7%
|
增持
|
|
|
2011
|
Cognios Capital
Leawood,
Kansas
|
US$1008萬
|
-US$1951萬
|
6
|
3.53%
|
減碼
|
|
|
2012
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
US$1007萬
|
+US$1006萬
|
3
|
7.4%
|
新
|
|
|
2013
|
Aviance Capital Partners
Naples,
Florida
|
US$1006萬
|
+US$40.3萬
|
7
|
3.24%
|
增持
|
|
|
2014
|
Oarsman Capital
Milwaukee,
Wisconsin
|
US$1003萬
|
-US$11.9萬
|
6
|
4.59%
|
減碼
|
|
|
2015
|
BB&T Investment Services
Charlotte,
North Carolina
|
US$1000萬
|
+US$328萬
|
13
|
2.51%
|
增持
|
|
|
2016
|
IMA Advisory Services
Denver,
Colorado
|
US$997萬
|
+US$153萬
|
6
|
4.8%
|
增持
|
|
|
2017
|
Cypress Asset Management
Houston,
Texas
|
US$996萬
|
+US$282萬
|
6
|
2.04%
|
增持
|
|
|
2018
|
Horizon Investment Services
Hammond,
Indiana
|
US$992萬
|
+US$1.5萬
|
4
|
4.44%
|
增持
|
|
|
2019
|
Point View Wealth Management
Summit,
New Jersey
|
US$989萬
|
+US$225萬
|
6
|
4.87%
|
增持
|
|
|
2020
|
|
US$988萬
|
US$0
|
2
|
3.91%
|
維持不變
|
|
|
2021
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
US$987萬
|
+US$26.9萬
|
3
|
3.41%
|
增持
|
|
|
2022
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
US$987萬
|
-US$72.6萬
|
5
|
3.87%
|
減碼
|
|
|
2023
|
Peconic Partners
New York
|
US$985萬
|
+US$495萬
|
3
|
1.59%
|
增持
|
|
|
2024
|
Concentric Wealth Management
Lafayette,
California
|
US$984萬
|
+US$10.6萬
|
5
|
7.81%
|
增持
|
|
|
2025
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
US$983萬
|
-US$116萬
|
6
|
5.03%
|
減碼
|
|
