|
2001
|
Financial Avengers
Oakland,
California
|
US$4132萬
|
-US$35萬
|
7
|
25.34%
|
減碼
|
|
|
2002
|
Pine Ridge Advisers
New York
|
US$4123萬
|
-US$1264萬
|
3
|
11.31%
|
減碼
|
|
|
2003
|
NorthRock Partners
Minneapolis,
Minnesota
|
US$4122萬
|
+US$30.2萬
|
7
|
3.09%
|
增持
|
|
|
2004
|
Fairfield, Bush & Co
Darien,
Connecticut
|
US$4116萬
|
-US$3144萬
|
6
|
19.79%
|
減碼
|
|
|
2005
|
XML Financial
Bethesda,
Maryland
|
US$4115萬
|
-US$78.9萬
|
6
|
4.96%
|
減碼
|
|
|
2006
|
Perennial Investment Advisors
Los Angeles,
California
|
US$4107萬
|
+US$91.6萬
|
8
|
12.83%
|
增持
|
|
|
2007
|
Rollins Financial
Atlanta,
Georgia
|
US$4104萬
|
+US$4049萬
|
5
|
11.88%
|
新
|
|
|
2008
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
US$4092萬
|
-US$108萬
|
5
|
3.01%
|
減碼
|
|
|
2009
|
Roberts Wealth Advisors
Palo Alto,
California
|
US$4092萬
|
-US$119萬
|
7
|
14.74%
|
減碼
|
|
|
2010
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
US$4086萬
|
+US$284萬
|
10
|
3.26%
|
增持
|
|
|
2011
|
Freshford Capital Management
Rye Brook,
New York
|
US$4085萬
|
+US$89萬
|
1
|
5.61%
|
增持
|
|
|
2012
|
SOA Wealth Advisors
New York
|
US$4082萬
|
+US$30.1萬
|
13
|
9.89%
|
增持
|
|
|
2013
|
Sitrin Capital Management
Century City,
California
|
US$4076萬
|
+US$705萬
|
6
|
19.17%
|
增持
|
|
|
2014
|
Hotaling Investment Management
Wayne,
Pennsylvania
|
US$4072萬
|
+US$63.4萬
|
5
|
14.14%
|
增持
|
|
|
2015
|
Steamboat Capital Partners
Rye,
New York
|
US$4068萬
|
+US$262萬
|
3
|
12.45%
|
增持
|
|
|
2016
|
Nations Financial Group
Cedar Rapids,
Iowa
|
US$4066萬
|
-US$14.2萬
|
7
|
5.35%
|
減碼
|
|
|
2017
|
Mission Creek Capital Partners
San Francisco,
California
|
US$4064萬
|
+US$685萬
|
8
|
8.07%
|
增持
|
|
|
2018
|
Scott & Selber Inc
Houston,
Texas
|
US$4064萬
|
-US$28.3萬
|
4
|
14.41%
|
減碼
|
|
|
2019
|
One Capital Management
Westlake Village,
California
|
US$4057萬
|
+US$191萬
|
6
|
3.07%
|
增持
|
|
|
2020
|
Granahan Investment Management
Waltham,
Massachusetts
|
US$4053萬
|
+US$31.7萬
|
3
|
0.83%
|
增持
|
|
|
2021
|
Bandera Partners
New York
|
US$4041萬
|
US$0
|
3
|
14.45%
|
維持不變
|
|
|
2022
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
US$4036萬
|
+US$494萬
|
7
|
3.31%
|
增持
|
|
|
2023
|
Kayak Investment Partners
San Francisco,
California
|
US$4036萬
|
-US$1.12億
|
3
|
16.28%
|
減碼
|
|
|
2024
|
Vicus Capital
State College,
Pennsylvania
|
US$4030萬
|
+US$4183萬
|
6
|
4.11%
|
新
|
|
|
2025
|
Consolidated Capital Management
Burbank,
California
|
US$4024萬
|
-US$116萬
|
3
|
17.84%
|
減碼
|
|
