|
2001
|
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
|
US$3161萬
|
-US$637萬
|
2
|
22.4%
|
減碼
|
|
|
2002
|
Pursue Wealth Partners
Clayton,
California
|
US$3160萬
|
+US$557萬
|
12
|
21.58%
|
增持
|
|
|
2003
|
Fiduciary Alliance
Greenville,
South Carolina
|
US$3158萬
|
+US$8,881
|
5
|
7.93%
|
增持
|
|
|
2004
|
Exos TFP Holdings
New York
|
US$3151萬
|
+US$1635萬
|
9
|
7.95%
|
增持
|
|
|
2005
|
LGT Fund Management
Vaduz,
Liechtenstein
|
US$3150萬
|
+US$666萬
|
5
|
13.41%
|
增持
|
|
|
2006
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
US$3150萬
|
+US$32萬
|
5
|
4.89%
|
增持
|
|
|
2007
|
Sunbelt Securities
Houston,
Texas
|
US$3147萬
|
+US$602萬
|
25
|
5.06%
|
增持
|
|
|
2008
|
Meridian Wealth Advisors
Austin,
Texas
|
US$3141萬
|
+US$70萬
|
6
|
7.86%
|
增持
|
|
|
2009
|
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
|
US$3141萬
|
-US$93.4萬
|
2
|
1.71%
|
減碼
|
|
|
2010
|
HeadInvest LLC
Portland,
Maine
|
US$3135萬
|
-US$68.7萬
|
6
|
6.88%
|
減碼
|
|
|
2011
|
NorthRock Partners
Minneapolis,
Minnesota
|
US$3130萬
|
-US$170萬
|
6
|
3.33%
|
減碼
|
|
|
2012
|
Destiny Wealth Partners
Tavares,
Florida
|
US$3123萬
|
+US$455萬
|
5
|
6.46%
|
增持
|
|
|
2013
|
Mather Group
Chicago,
Illinois
|
US$3114萬
|
+US$25.4萬
|
6
|
0.55%
|
增持
|
|
|
2014
|
GM Advisory Group
Melville,
New York
|
US$3113萬
|
-US$2.37萬
|
8
|
2.83%
|
減碼
|
|
|
2015
|
Brown Shipley & Co
London,
United Kingdom
|
US$3109萬
|
+US$2864萬
|
6
|
20.04%
|
新
|
|
|
2016
|
Davidson Kempner Capital Management
New York
|
US$3108萬
|
-US$1.98億
|
2
|
0.52%
|
減碼
|
|
|
2017
|
Apriem Advisors
Irvine,
California
|
US$3107萬
|
+US$31.8萬
|
6
|
4.97%
|
增持
|
|
|
2018
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
US$3105萬
|
+US$11.5萬
|
7
|
11.73%
|
增持
|
|
|
2019
|
Asset Dedication LLC
San Francisco,
California
|
US$3102萬
|
+US$127萬
|
18
|
2.87%
|
增持
|
|
|
2020
|
Alpha Square Group S
New York
|
US$3100萬
|
-US$295萬
|
3
|
16.58%
|
減碼
|
|
|
2021
|
Lathrop Investment Management
Little Rock,
Arkansas
|
US$3096萬
|
+US$10.1萬
|
6
|
6.57%
|
增持
|
|
|
2022
|
RDST Capital
Seattle,
Washington
|
US$3092萬
|
+US$360萬
|
3
|
16.91%
|
增持
|
|
|
2023
|
Renaissance Investment Group
Lenox,
Massachusetts
|
US$3091萬
|
-US$65.4萬
|
5
|
8.68%
|
減碼
|
|
|
2024
|
|
US$3088萬
|
-US$2.19萬
|
6
|
7.92%
|
減碼
|
|
|
2025
|
Nishkama Capital LLC
Dorado,
Puerto Rico
|
US$3085萬
|
-US$1388萬
|
2
|
6.6%
|
減碼
|
|
