|
7301
|
Haven Capital Group
Westlake Village,
California
|
$112M
|
-$1.15M
|
-1%
|
|
|
43
|
|
|
|
7302
|
Figure 8 Investment Strategies
Boise,
Idaho
|
$112M
|
+$9.86M
|
+10%
|
|
|
62
|
|
|
|
7303
|
Rainier Family Wealth
Tacoma,
Washington
|
$112M
|
+$12.1M
|
+12%
|
|
|
80
|
|
|
|
7304
|
Totem Point Management
New York
|
$112M
|
+$17.2M
|
+18%
|
|
|
16
|
|
|
|
7305
|
Archvest Wealth Advisors
Concord,
California
|
$112M
|
-$2.57M
|
-2%
|
|
|
68
|
|
|
|
7306
|
Campbell Deegan Wealth Management
Richmond,
Virginia
|
$112M
|
+$10.4M
|
+10%
|
|
|
44
|
|
|
|
7307
|
Semitam Bonam
Goshen,
New York
|
$112M
|
+$5.58M
|
+5%
|
|
|
47
|
|
|
|
7308
|
Peapod Lane Capital
Bedford Hills,
New York
|
$112M
|
+$11.9M
|
+12%
|
|
|
60
|
|
|
|
7309
|
Candelo Capital Management
New York
|
$112M
|
+$7.36M
|
+7%
|
|
|
39
|
|
|
|
7310
|
Chicago Capital Management
Chicago,
Illinois
|
$112M
|
-$24.3M
|
-18%
|
|
|
48
|
|
|
|
7311
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$112M
|
+$7.03M
|
+7%
|
|
|
413
|
|
|
|
7312
|
Crabel Capital Management
Los Angeles,
California
|
$112M
|
-$51.6M
|
-32%
|
|
|
63
|
|
|
|
7313
|
James Reed Financial Services
Cleveland,
Ohio
|
$112M
|
+$1.33M
|
+1%
|
|
|
18
|
|
|
|
7314
|
Chesapeake Capital Corp
Tampa,
Florida
|
$111M
|
–
|
–
|
|
|
150
|
|
|
|
7315
|
American Asset Management
Boca Raton,
Florida
|
$111M
|
+$3.01M
|
+3%
|
|
|
33
|
|
|
|
7316
|
Luts & Greenleigh Group
Bethesda,
Maryland
|
$111M
|
+$7.15M
|
+7%
|
|
|
85
|
|
|
|
7317
|
LWM Advisors
El Dorado Hills,
California
|
$111M
|
+$7.36M
|
+7%
|
|
|
29
|
|
|
|
7318
|
Legacy Solutions LLC
Kennett Square,
Pennsylvania
|
$111M
|
+$6.83M
|
+7%
|
|
|
82
|
|
|
|
7319
|
10Elms LLP
Tulsa,
Oklahoma
|
$111M
|
+$6.14M
|
+6%
|
|
|
520
|
|
|
|
7320
|
|
$111M
|
+$2.03M
|
+2%
|
|
|
18
|
|
|
|
7321
|
Maytree Asset Management
Hong Kong
|
$111M
|
+$51.3M
|
+86%
|
|
|
14
|
|
|
|
7322
|
Trustco Bank (New York)
Albany,
New York
|
$111M
|
+$8.99M
|
+9%
|
|
|
72
|
|
|
|
7323
|
SharpePoint
Phoenix,
Arizona
|
$111M
|
+$13.7M
|
+14%
|
|
|
45
|
|
|
|
7324
|
Clarity Wealth Development
Corvallis,
Oregon
|
$111M
|
+$10.3M
|
+10%
|
|
|
47
|
|
|
|
7325
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$111M
|
+$10.8M
|
+11%
|
|
|
137
|
|
|