|
4926
|
Private Wealth Advisors (California)
Fresno,
California
|
$255M
|
-$6.07M
|
-2%
|
4.07%
|
63.6%
|
93
|
19.35%
|
|
|
4927
|
Situational Awareness
San Francisco,
California
|
$255M
|
–
|
–
|
24.6%
|
–
|
6
|
–
|
|
|
4928
|
Wittenberg Investment Management
Carlisle,
Massachusetts
|
$255M
|
-$56.8M
|
-18%
|
4.74%
|
89.9%
|
82
|
12.2%
|
|
|
4929
|
Malaga Cove Capital
Pv Estates,
California
|
$255M
|
+$6.12M
|
+2%
|
3.09%
|
88.1%
|
208
|
20.67%
|
|
|
4930
|
Lavaca Capital
Houston,
Texas
|
$255M
|
+$19.7M
|
+8%
|
3.22%
|
46.5%
|
309
|
65.05%
|
|
|
4931
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$255M
|
+$9.39M
|
+4%
|
2.1%
|
78%
|
130
|
8.46%
|
|
|
4932
|
|
$255M
|
-$1.4M
|
-0.5%
|
2.01%
|
36.5%
|
82
|
13.41%
|
|
|
4933
|
Stone Run Capital
New York
|
$255M
|
-$14.1M
|
-5%
|
1.93%
|
77.8%
|
70
|
2.86%
|
|
|
4934
|
Whelan Financial
Fresno,
California
|
$254M
|
+$11.5M
|
+5%
|
0.97%
|
57.9%
|
60
|
30%
|
|
|
4935
|
Wind River Trust Company
Jackson,
Wyoming
|
$254M
|
-$5.61M
|
-2%
|
0.79%
|
62.1%
|
9
|
0%
|
|
|
4936
|
Castle Wealth Management
West Palm Beach,
Florida
|
$254M
|
+$3.7M
|
+1%
|
0.46%
|
53.6%
|
124
|
7.26%
|
|
|
4937
|
Montgomery Investment Management
Rockville,
Maryland
|
$254M
|
-$22.2M
|
-8%
|
4.2%
|
98.4%
|
93
|
6.45%
|
|
|
4938
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$254M
|
+$72.5M
|
+40%
|
2.45%
|
–
|
153
|
20.26%
|
|
|
4939
|
Rakuten Securities
Tokyo,
Japan
|
$254M
|
+$23.9M
|
+10%
|
34.1%
|
–
|
828
|
22.1%
|
|
|
4940
|
Argyle Capital Management
Center Valley,
Pennsylvania
|
$254M
|
+$2.65M
|
+1%
|
2.8%
|
95.8%
|
129
|
5.43%
|
|
|
4941
|
Juniper Investment Company
New York
|
$254M
|
+$14.3M
|
+6%
|
7.48%
|
358%
|
14
|
28.57%
|
|
|
4942
|
Joseph Group Capital Management
Columbus,
Ohio
|
$254M
|
-$7.74M
|
-3%
|
1.08%
|
58.4%
|
89
|
13.48%
|
|
|
4943
|
Orchard Capital Management
Chicago,
Illinois
|
$254M
|
-$36.9M
|
-13%
|
2.85%
|
140%
|
62
|
16.13%
|
|
|
4944
|
Susquehanna Capital Management
Bala Cynwyd,
Pennsylvania
|
$254M
|
+$205M
|
+420%
|
33.3%
|
40.8%
|
1
|
0%
|
|
|
4945
|
David Kennon
Sarasota,
Florida
|
$254M
|
-$430K
|
-0.2%
|
1.07%
|
46.9%
|
36
|
5.56%
|
|
|
4946
|
Dalal Street
West Lake Hills,
Texas
|
$253M
|
+$6.54M
|
+3%
|
10.9%
|
92.7%
|
5
|
40%
|
|
|
4947
|
Sachetta
Lynnfield,
Massachusetts
|
$253M
|
+$714K
|
+0.3%
|
0.26%
|
–
|
1,299
|
14.93%
|
|
|
4948
|
Impact Asset Management
Vienna,
|
$253M
|
-$6.95M
|
-3%
|
3.73%
|
–
|
80
|
26.25%
|
|
|
4949
|
Stableford Capital II
Scottsdale,
Arizona
|
$253M
|
+$2.69M
|
+1%
|
0.08%
|
59.3%
|
135
|
10.37%
|
|
|
4950
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$253M
|
+$2.3M
|
+0.9%
|
2.59%
|
72.3%
|
113
|
7.96%
|
|