|
2001
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
US$6501萬
|
-US$1131萬
|
4
|
9.05%
|
減碼
|
|
|
2002
|
Schwerin Boyle Capital Management
Springfield,
Massachusetts
|
US$6492萬
|
-US$142萬
|
2
|
7.1%
|
減碼
|
|
|
2003
|
Personal CFO Solutions
Chester,
New Jersey
|
US$6489萬
|
+US$12.5萬
|
14
|
11.39%
|
增持
|
|
|
2004
|
Wellington Shields & Co
New York
|
US$6482萬
|
+US$13.3萬
|
9
|
16.91%
|
增持
|
|
|
2005
|
HWG Holdings
Houston,
Texas
|
US$6477萬
|
+US$643萬
|
4
|
16.42%
|
增持
|
|
|
2006
|
Two Seas Capital
Rye,
New York
|
US$6451萬
|
+US$3194萬
|
2
|
1.04%
|
增持
|
|
|
2007
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
US$6443萬
|
+US$140萬
|
6
|
3.17%
|
增持
|
|
|
2008
|
Y-Intercept (HK)
Hong Kong
|
US$6417萬
|
+US$805萬
|
12
|
1.54%
|
增持
|
|
|
2009
|
Stenger Family Office
Naperville,
Illinois
|
US$6413萬
|
+US$612萬
|
5
|
13.14%
|
增持
|
|
|
2010
|
NTV Asset Management
Charleston,
West Virginia
|
US$6408萬
|
+US$115萬
|
10
|
6.99%
|
增持
|
|
|
2011
|
|
US$6403萬
|
+US$101萬
|
6
|
8.37%
|
增持
|
|
|
2012
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
US$6393萬
|
-US$85.6萬
|
5
|
15.2%
|
減碼
|
|
|
2013
|
FAS Wealth Partners
Leawood,
Kansas
|
US$6380萬
|
+US$76.6萬
|
8
|
4.32%
|
增持
|
|
|
2014
|
McDonough Capital Management
Orlando,
Florida
|
US$6376萬
|
+US$30.2萬
|
4
|
32.08%
|
增持
|
|
|
2015
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
US$6375萬
|
+US$138萬
|
8
|
4.96%
|
增持
|
|
|
2016
|
Jessup Wealth Management
Dayton,
Ohio
|
US$6369萬
|
-US$324萬
|
5
|
23.72%
|
減碼
|
|
|
2017
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
US$6364萬
|
+US$31.2萬
|
7
|
6.25%
|
增持
|
|
|
2018
|
EFG Asset Management (Americas)
Miami,
Florida
|
US$6350萬
|
-US$364萬
|
5
|
10.96%
|
減碼
|
|
|
2019
|
Shellback Capital
Boston,
Massachusetts
|
US$6343萬
|
+US$1398萬
|
3
|
4.02%
|
增持
|
|
|
2020
|
Capital City Trust
Tallahassee,
Florida
|
US$6337萬
|
-US$125萬
|
6
|
15.5%
|
減碼
|
|
|
2021
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
US$6334萬
|
-US$25.9萬
|
11
|
7.66%
|
減碼
|
|
|
2022
|
Maytus Capital Management
New York
|
US$6331萬
|
-US$2264萬
|
9
|
13.58%
|
減碼
|
|
|
2023
|
Saudi Central Bank
Riyadh,
Saudi Arabia
|
US$6325萬
|
+US$6,934
|
5
|
2.4%
|
增持
|
|
|
2024
|
Mengis Capital Management
Portland,
Oregon
|
US$6315萬
|
-US$41.3萬
|
6
|
12.42%
|
減碼
|
|
|
2025
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
US$6312萬
|
+US$4121萬
|
9
|
0.84%
|
增持
|
|
