|
2001
|
|
US$3684萬
|
-US$321萬
|
5
|
6.88%
|
減碼
|
|
|
2002
|
Empyrean Capital Partners
Los Angeles,
California
|
US$3678萬
|
-US$1.55億
|
1
|
1.67%
|
減碼
|
|
|
2003
|
Apriem Advisors
Irvine,
California
|
US$3676萬
|
-US$25.5萬
|
5
|
5.51%
|
減碼
|
|
|
2004
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
US$3675萬
|
-US$575萬
|
4
|
4.29%
|
減碼
|
|
|
2005
|
Mirador Capital Partners
Pleasanton,
California
|
US$3673萬
|
-US$448萬
|
7
|
8.71%
|
減碼
|
|
|
2006
|
Duncker Streett & Co
St. Louis,
Missouri
|
US$3667萬
|
+US$95.1萬
|
10
|
8.2%
|
增持
|
|
|
2007
|
Roberts, Glore & Co
Deerfield,
Illinois
|
US$3656萬
|
-US$104萬
|
7
|
11.7%
|
減碼
|
|
|
2008
|
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
|
US$3653萬
|
+US$4.96萬
|
6
|
7.36%
|
增持
|
|
|
2009
|
|
US$3651萬
|
-US$3.41萬
|
6
|
8.56%
|
減碼
|
|
|
2010
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
US$3649萬
|
+US$84.1萬
|
5
|
4.59%
|
增持
|
|
|
2011
|
Winch Advisory Services
Appleton,
Wisconsin
|
US$3649萬
|
-US$124萬
|
10
|
13.1%
|
減碼
|
|
|
2012
|
Family Management
New York
|
US$3646萬
|
+US$45.7萬
|
5
|
7.98%
|
增持
|
|
|
2013
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
US$3646萬
|
-US$193萬
|
13
|
2.52%
|
減碼
|
|
|
2014
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
US$3630萬
|
-US$4.03萬
|
5
|
5.49%
|
減碼
|
|
|
2015
|
Roberts Wealth Advisors
Palo Alto,
California
|
US$3625萬
|
-US$132萬
|
7
|
15.94%
|
減碼
|
|
|
2016
|
Anchor Capital Advisors
Boston,
Massachusetts
|
US$3624萬
|
-US$221萬
|
5
|
0.94%
|
減碼
|
|
|
2017
|
Delta Investment Management
San Francisco,
California
|
US$3624萬
|
-US$488萬
|
5
|
9.93%
|
減碼
|
|
|
2018
|
Concentric Capital Strategies
Stamford,
Connecticut
|
US$3620萬
|
+US$2673萬
|
6
|
7.29%
|
增持
|
|
|
2019
|
Koshinski Asset Management
Decatur,
Illinois
|
US$3606萬
|
-US$894萬
|
10
|
3.86%
|
減碼
|
|
|
2020
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
US$3603萬
|
-US$421萬
|
5
|
17.02%
|
減碼
|
|
|
2021
|
Scott & Selber Inc
Houston,
Texas
|
US$3588萬
|
-US$8.13萬
|
4
|
14.03%
|
減碼
|
|
|
2022
|
Wellington Shields & Co
New York
|
US$3581萬
|
-US$188萬
|
7
|
8.42%
|
減碼
|
|
|
2023
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
US$3580萬
|
+US$1167萬
|
9
|
5.89%
|
增持
|
|
|
2024
|
Great Lakes Retirement
Sandusky,
Ohio
|
US$3580萬
|
+US$45.9萬
|
3
|
6.33%
|
增持
|
|
|
2025
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
US$3577萬
|
+US$6.85萬
|
6
|
10.73%
|
增持
|
|
