|
5251
|
Harold Davidson & Associates
Los Angeles,
California
|
$209M
|
–
|
–
|
5.72%
|
–
|
64
|
–
|
|
|
5252
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$209M
|
-$7.06M
|
-3%
|
0.15%
|
36.3%
|
41
|
4.88%
|
|
|
5253
|
Harbor Island Capital
Topsfield,
Massachusetts
|
$209M
|
-$2.38M
|
-1%
|
0.16%
|
132%
|
15
|
0%
|
|
|
5254
|
Westport Asset Management
Southport,
Connecticut
|
$209M
|
-$4.34M
|
-2%
|
1.3%
|
61.4%
|
76
|
5.26%
|
|
|
5255
|
Whitefort Capital Management
New York
|
$209M
|
-$10.7M
|
-5%
|
12.8%
|
179%
|
19
|
10.53%
|
|
|
5256
|
Roberts Foundation
San Mateo,
California
|
$209M
|
–
|
–
|
24.6%
|
–
|
3
|
–
|
|
|
5257
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$209M
|
-$2.39M
|
-1%
|
0.65%
|
97.3%
|
153
|
7.84%
|
|
|
5258
|
Roubaix Capital
Denver,
Colorado
|
$209M
|
+$27.1M
|
+15%
|
11.6%
|
104%
|
70
|
65.71%
|
|
|
5259
|
FWG Holdings
Winter Park,
Florida
|
$208M
|
+$7.17M
|
+4%
|
3.57%
|
70.6%
|
109
|
13.76%
|
|
|
5260
|
Mill Road Capital Management
Greenwich,
Connecticut
|
$208M
|
-$2.01M
|
-1%
|
5.73%
|
38.3%
|
28
|
25%
|
|
|
5261
|
Trust Company of Kansas
Wichita,
Kansas
|
$208M
|
+$2.46M
|
+1%
|
3.3%
|
87%
|
64
|
18.75%
|
|
|
5262
|
Valence8 US
Cambridge,
Massachusetts
|
$208M
|
-$32.9M
|
-14%
|
2.5%
|
53.9%
|
63
|
85.71%
|
|
|
5263
|
Financial Connections Group
Corte Madera,
California
|
$208M
|
+$4.62M
|
+2%
|
0.77%
|
44.4%
|
245
|
15.92%
|
|
|
5264
|
Prairie Wealth Advisors
Omaha,
Nebraska
|
$208M
|
+$5.75M
|
+3%
|
3.41%
|
–
|
159
|
14.47%
|
|
|
5265
|
Rise Advisors
Rochester,
New York
|
$208M
|
-$772K
|
-0.4%
|
0.62%
|
58.9%
|
1,247
|
11.63%
|
|
|
5266
|
XY Capital
Central,
Hong Kong
|
$208M
|
-$84.5M
|
-29%
|
1.76%
|
44.3%
|
225
|
73.78%
|
|
|
5267
|
Marks Wealth
Annapolis,
Maryland
|
$208M
|
-$25.3M
|
-11%
|
6.63%
|
169%
|
30
|
56.67%
|
|
|
5268
|
MTC Wealth Management
Tampa,
Florida
|
$208M
|
-$13.5M
|
-6%
|
3.32%
|
23%
|
14
|
0%
|
|
|
5269
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$208M
|
+$13.4M
|
+7%
|
0.87%
|
50.5%
|
108
|
12.96%
|
|
|
5270
|
Indaba Capital Management
San Francisco,
California
|
$208M
|
-$26.2M
|
-11%
|
5.5%
|
66.7%
|
10
|
20%
|
|
|
5271
|
McNaughton Wealth Management
San Diego,
California
|
$207M
|
+$2.09M
|
+1%
|
0.32%
|
50.3%
|
57
|
5.26%
|
|
|
5272
|
Bull Street Advisors
Savannah,
Georgia
|
$207M
|
-$8.04M
|
-4%
|
1.91%
|
41.9%
|
91
|
2.2%
|
|
|
5273
|
Cora Capital Advisors
Marlton,
New Jersey
|
$207M
|
+$4.48M
|
+2%
|
0.72%
|
70.5%
|
113
|
16.81%
|
|
|
5274
|
Ridgewood Investments
Springfield,
New Jersey
|
$207M
|
+$7.06M
|
+4%
|
0.29%
|
–
|
751
|
7.72%
|
|
|
5275
|
WJ Interests
Sugar Land,
Texas
|
$207M
|
-$19.5M
|
-9%
|
3.56%
|
40%
|
22
|
31.82%
|
|