|
7401
|
Haven Capital Group
Westlake Village,
California
|
$112M
|
-$1.15M
|
-1%
|
10.1%
|
–
|
43
|
18.6%
|
|
|
7402
|
Figure 8 Investment Strategies
Boise,
Idaho
|
$112M
|
+$9.86M
|
+10%
|
11%
|
–
|
62
|
12.9%
|
|
|
7403
|
Rainier Family Wealth
Tacoma,
Washington
|
$112M
|
+$12.1M
|
+12%
|
9.79%
|
–
|
80
|
15%
|
|
|
7404
|
Totem Point Management
New York
|
$112M
|
+$17.2M
|
+18%
|
22.9%
|
375%
|
16
|
31.25%
|
|
|
7405
|
Campbell Deegan Wealth Management
Richmond,
Virginia
|
$112M
|
+$10.4M
|
+10%
|
6.14%
|
–
|
44
|
4.55%
|
|
|
7406
|
4Wealth Advisors
Burr Ridge,
Illinois
|
$112M
|
+$13.5M
|
+14%
|
7.09%
|
–
|
144
|
13.89%
|
|
|
7407
|
Semitam Bonam
Goshen,
New York
|
$112M
|
+$5.58M
|
+5%
|
4.59%
|
–
|
47
|
10.64%
|
|
|
7408
|
Peapod Lane Capital
Bedford Hills,
New York
|
$112M
|
+$11.9M
|
+12%
|
13.9%
|
–
|
60
|
10%
|
|
|
7409
|
Chicago Capital Management
Chicago,
Illinois
|
$112M
|
-$24.3M
|
-18%
|
11.6%
|
295%
|
41
|
43.9%
|
|
|
7410
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$112M
|
+$7.03M
|
+7%
|
6.98%
|
–
|
411
|
0.73%
|
|
|
7411
|
Crabel Capital Management
Los Angeles,
California
|
$112M
|
-$51.6M
|
-32%
|
4.21%
|
22.7%
|
63
|
39.68%
|
|
|
7412
|
James Reed Financial Services
Cleveland,
Ohio
|
$112M
|
+$1.33M
|
+1%
|
5.96%
|
–
|
18
|
5.56%
|
|
|
7413
|
Chesapeake Capital Corp
Tampa,
Florida
|
$111M
|
–
|
–
|
17.1%
|
–
|
150
|
–
|
|
|
7414
|
American Asset Management
Boca Raton,
Florida
|
$111M
|
+$3.01M
|
+3%
|
4.47%
|
42.5%
|
33
|
24.24%
|
|
|
7415
|
Luts & Greenleigh Group
Bethesda,
Maryland
|
$111M
|
+$7.15M
|
+7%
|
7.12%
|
–
|
85
|
9.41%
|
|
|
7416
|
LWM Advisors
El Dorado Hills,
California
|
$111M
|
+$7.36M
|
+7%
|
6.88%
|
–
|
29
|
10.34%
|
|
|
7417
|
Legacy Solutions LLC
Kennett Square,
Pennsylvania
|
$111M
|
+$6.83M
|
+7%
|
6.59%
|
–
|
82
|
9.76%
|
|
|
7418
|
10Elms LLP
Tulsa,
Oklahoma
|
$111M
|
+$6.14M
|
+6%
|
4.77%
|
–
|
505
|
2.97%
|
|
|
7419
|
|
$111M
|
+$2.03M
|
+2%
|
2%
|
–
|
18
|
0%
|
|
|
7420
|
Maytree Asset Management
Hong Kong
|
$111M
|
+$51.3M
|
+86%
|
28.7%
|
96.7%
|
14
|
35.71%
|
|
|
7421
|
Trustco Bank (New York)
Albany,
New York
|
$111M
|
+$8.99M
|
+9%
|
9.57%
|
84.3%
|
72
|
8.33%
|
|
|
7422
|
SharpePoint
Phoenix,
Arizona
|
$111M
|
+$13.7M
|
+14%
|
11.5%
|
–
|
45
|
11.11%
|
|
|
7423
|
Clarity Wealth Development
Corvallis,
Oregon
|
$111M
|
+$10.3M
|
+10%
|
6.37%
|
–
|
47
|
10.64%
|
|
|
7424
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$111M
|
+$10.8M
|
+11%
|
12.6%
|
–
|
137
|
10.95%
|
|
|
7425
|
DB Fitzpatrick & Co
Boise,
Idaho
|
$111M
|
-$2.06M
|
-2%
|
4.06%
|
37.1%
|
110
|
18.18%
|
|