|
1976
|
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
US$8,000
|
US$0
|
1
|
0%
|
維持不變
|
|
|
1977
|
Evolution Wealth Advisors
Aventura,
Florida
|
US$7,000
|
+US$6,969
|
1
|
0%
|
新
|
|
|
1978
|
FNY Investment Advisers
New York
|
US$7,000
|
-US$1,161
|
1
|
0%
|
減碼
|
|
|
1979
|
HighMark Wealth Management
St. Paul,
Minnesota
|
US$7,000
|
+US$7,433
|
1
|
0.01%
|
新
|
|
|
1980
|
Simplex Trading
Chicago,
Illinois
|
US$7,000
|
-US$1127萬
|
1
|
0%
|
減碼
|
|
|
1981
|
Bourgeon Capital Management
Darien,
Connecticut
|
US$6,000
|
US$0
|
1
|
0%
|
維持不變
|
|
|
1982
|
Globeflex Capital
San Diego,
California
|
US$6,000
|
US$0
|
1
|
0%
|
維持不變
|
|
|
1983
|
Litman Gregory Wealth Management
Larkspur,
California
|
US$6,000
|
US$0
|
1
|
0%
|
維持不變
|
|
|
1984
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
US$6,000
|
US$0
|
1
|
0.01%
|
維持不變
|
|
|
1985
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
US$6,000
|
-US$7,317
|
1
|
0%
|
減碼
|
|
|
1986
|
Credential Qtrade Securities
Vancouver,
|
US$5,193
|
-US$1.82萬
|
1
|
0%
|
減碼
|
|
|
1987
|
Ashburton (Jersey)
St Helier,
Jersey
|
US$4,000
|
-US$2.8萬
|
1
|
0%
|
減碼
|
|
|
1988
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
US$4,000
|
US$0
|
1
|
0%
|
維持不變
|
|
|
1989
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
US$4,000
|
+US$4,181
|
1
|
0%
|
新
|
|
|
1990
|
Cordant Inc
Portland,
Oregon
|
US$4,000
|
US$0
|
1
|
0%
|
維持不變
|
|
|
1991
|
USA Financial Formulas
Ada,
Michigan
|
US$4,000
|
+US$1,045
|
1
|
0%
|
增持
|
|
|
1992
|
Financial Enhancement Group
Anderson,
Indiana
|
US$3,000
|
US$0
|
1
|
0%
|
維持不變
|
|
|
1993
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
US$2,898
|
+US$2,904
|
1
|
0%
|
新
|
|
|
1994
|
Winch Advisory Services
Appleton,
Wisconsin
|
US$2,000
|
US$0
|
1
|
0%
|
維持不變
|
|
|
1995
|
Eukles Asset Management
Cincinnati,
Ohio
|
US$1,000
|
US$0
|
1
|
0%
|
維持不變
|
|
|
1996
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
US$0
|
-US$332萬
|
0
|
–
|
已平倉
|
|
|
1997
|
Affiance Financial
St. Louis Park,
Minnesota
|
US$0
|
-US$46.5萬
|
0
|
–
|
已平倉
|
|
|
1998
|
Aigen Investment Management
New York
|
US$0
|
-US$112萬
|
0
|
–
|
已平倉
|
|
|
1999
|
AlphaCore Capital
La Jolla,
California
|
US$0
|
-US$2.8萬
|
0
|
–
|
已平倉
|
|
|
2000
|
Altshuler Shaham
Tel Aviv,
Israel
|
US$0
|
-US$1,000
|
0
|
–
|
已平倉
|
|
