|
2001
|
Rogco LP
Claremore,
Oklahoma
|
US$126萬
|
+US$8,314
|
1
|
0.38%
|
增持
|
|
|
2002
|
Sovereign Financial Group
Stamford,
Connecticut
|
US$125萬
|
-US$6.63萬
|
1
|
0.19%
|
減碼
|
|
|
2003
|
Weatherly Asset Management
Del Mar,
California
|
US$125萬
|
-US$4,031
|
1
|
0.09%
|
減碼
|
|
|
2004
|
Bank of Stockton
Stockton,
California
|
US$125萬
|
+US$2.12萬
|
1
|
0.35%
|
增持
|
|
|
2005
|
Carter Financial Group
Barrington,
Illinois
|
US$125萬
|
-US$1.89萬
|
2
|
0.65%
|
減碼
|
|
|
2006
|
Clark Wealth Partners
O'fallon,
Illinois
|
US$124萬
|
-US$4.29萬
|
3
|
0.7%
|
減碼
|
|
|
2007
|
Persium Advisors
Atlanta,
Georgia
|
US$124萬
|
+US$16.5萬
|
1
|
0.81%
|
增持
|
|
|
2008
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
US$124萬
|
US$0
|
2
|
0.23%
|
維持不變
|
|
|
2009
|
West Family Investments
Carlsbad,
California
|
US$124萬
|
+US$19.1萬
|
1
|
0.36%
|
增持
|
|
|
2010
|
Promethium Advisors
Bethesda,
Maryland
|
US$124萬
|
-US$7,558
|
1
|
0.59%
|
減碼
|
|
|
2011
|
Lyell Wealth Management
Menlo Park,
California
|
US$124萬
|
+US$39.9萬
|
1
|
0.08%
|
增持
|
|
|
2012
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
US$124萬
|
+US$1.34萬
|
1
|
0.1%
|
增持
|
|
|
2013
|
Yukon Wealth Management
Overland Park,
Kansas
|
US$124萬
|
+US$118萬
|
3
|
0.35%
|
新
|
|
|
2014
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
US$124萬
|
+US$27萬
|
3
|
0.34%
|
增持
|
|
|
2015
|
Matrix Private Capital Group
New York
|
US$124萬
|
US$0
|
1
|
0.54%
|
維持不變
|
|
|
2016
|
Liberty Wealth Management
Oakland,
California
|
US$123萬
|
US$0
|
1
|
0.15%
|
維持不變
|
|
|
2017
|
Citizens Business Bank
Ontario,
California
|
US$123萬
|
+US$36.9萬
|
1
|
0.19%
|
增持
|
|
|
2018
|
William B. Walkup & Associates
Columbia,
South Carolina
|
US$123萬
|
-US$8,566
|
1
|
0.59%
|
減碼
|
|
|
2019
|
TrueWealth Advisors
Birmingham,
Alabama
|
US$123萬
|
+US$1,260
|
1
|
0.28%
|
增持
|
|
|
2020
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
US$123萬
|
+US$10.1萬
|
1
|
0.47%
|
增持
|
|
|
2021
|
Capricorn Fund Managers
London,
United Kingdom
|
US$123萬
|
+US$96.5萬
|
1
|
0.1%
|
新
|
|
|
2022
|
|
US$123萬
|
-US$27.7萬
|
1
|
0.59%
|
減碼
|
|
|
2023
|
First Hawaiian Bank
Honolulu,
Hawaii
|
US$122萬
|
US$0
|
1
|
0.16%
|
維持不變
|
|
|
2024
|
Lavaca Capital
Houston,
Texas
|
US$122萬
|
+US$8.62萬
|
1
|
0.12%
|
增持
|
|
|
2025
|
Thoma Capital Management
Towson,
Maryland
|
US$122萬
|
-US$4.01萬
|
1
|
0.65%
|
減碼
|
|