|
2001
|
Eagle Rock Investment Company
Atlanta,
Georgia
|
US$5106萬
|
+US$14.4萬
|
6
|
9.24%
|
增持
|
|
|
2002
|
West Coast Financial
Santa Barbara,
California
|
US$5106萬
|
+US$3.2萬
|
6
|
6.05%
|
增持
|
|
|
2003
|
Personal CFO Solutions
Chester,
New Jersey
|
US$5104萬
|
-US$25.3萬
|
9
|
7.84%
|
減碼
|
|
|
2004
|
Segment Wealth Management
Houston,
Texas
|
US$5102萬
|
+US$46.3萬
|
7
|
3.76%
|
增持
|
|
|
2005
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
US$5086萬
|
+US$592萬
|
17
|
18.98%
|
增持
|
|
|
2006
|
Premier Fund Managers
Guildford,
United Kingdom
|
US$5086萬
|
-US$362萬
|
4
|
2.04%
|
減碼
|
|
|
2007
|
Bison Wealth
Atlanta,
Georgia
|
US$5076萬
|
US$0
|
7
|
8.25%
|
維持不變
|
|
|
2008
|
Foundry Partners
Minneapolis,
Minnesota
|
US$5073萬
|
+US$1330萬
|
6
|
2.72%
|
增持
|
|
|
2009
|
Valmark Advisers
Akron,
Ohio
|
US$5072萬
|
+US$197萬
|
9
|
0.86%
|
增持
|
|
|
2010
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
US$5067萬
|
-US$353萬
|
6
|
9.79%
|
減碼
|
|
|
2011
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
US$5067萬
|
+US$1465萬
|
11
|
14.81%
|
增持
|
|
|
2012
|
Ascent Wealth Partners
New Hartford,
New York
|
US$5066萬
|
+US$315萬
|
6
|
7.42%
|
增持
|
|
|
2013
|
Wellington Shields & Co
New York
|
US$5056萬
|
+US$124萬
|
7
|
16.47%
|
增持
|
|
|
2014
|
Roberts Wealth Advisors
Palo Alto,
California
|
US$5056萬
|
+US$56.3萬
|
7
|
17.26%
|
增持
|
|
|
2015
|
Capital City Trust
Tallahassee,
Florida
|
US$5049萬
|
-US$16萬
|
6
|
13.71%
|
減碼
|
|
|
2016
|
Timber Creek Capital Management
Boston,
Massachusetts
|
US$5025萬
|
+US$31.1萬
|
6
|
15.17%
|
增持
|
|
|
2017
|
First Trust Capital Management
Chicago,
Illinois
|
US$5019萬
|
+US$4064萬
|
2
|
4.58%
|
增持
|
|
|
2018
|
Advisornet Financial
Minnetonka,
Minnesota
|
US$5018萬
|
+US$505萬
|
23
|
4.56%
|
增持
|
|
|
2019
|
Scott & Selber Inc
Houston,
Texas
|
US$5017萬
|
+US$70.7萬
|
4
|
16%
|
增持
|
|
|
2020
|
BFSG LLC
Irvine,
California
|
US$5010萬
|
-US$19.4萬
|
9
|
6.35%
|
減碼
|
|
|
2021
|
Georgetown University
Washington,
District of Columbia
|
US$5009萬
|
+US$3.34萬
|
4
|
16.56%
|
增持
|
|
|
2022
|
Coppell Advisory Solutions
Coppell,
Texas
|
US$5004萬
|
+US$4664萬
|
19
|
8.25%
|
新
|
|
|
2023
|
Jamison Private Wealth Management
Milton,
Georgia
|
US$5003萬
|
-US$70.5萬
|
12
|
8.31%
|
減碼
|
|
|
2024
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
US$4996萬
|
+US$43.7萬
|
6
|
11.12%
|
增持
|
|
|
2025
|
IPG Investment Advisors
San Diego,
California
|
US$4993萬
|
+US$8.66萬
|
7
|
10.91%
|
增持
|
|
