|
1201
|
Syntal Capital Partners
Midland,
Texas
|
$28K
|
–
|
–
|
–
|
|
|
1202
|
Winfield Associates
Cleveland,
Ohio
|
$28K
|
–
|
–
|
–
|
|
|
1203
|
Tarbox Family Office
Newport Beach,
California
|
$28K
|
+$3.26K
|
+25
|
+15%
|
|
|
1204
|
America First Investment Advisors
Omaha,
Nebraska
|
$28K
|
+$26.1K
|
+200
|
New
|
|
|
1205
|
Peachtree Investment Advisors
Atlanta,
Georgia
|
$28K
|
+$26.1K
|
+200
|
New
|
|
|
1206
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$26K
|
+$2.74K
|
+21
|
+13%
|
|
|
1207
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$25K
|
–
|
–
|
–
|
|
|
1208
|
Global X Management Company
New York
|
$21K
|
-$4.7K
|
-36
|
-20%
|
|
|
1209
|
Kanaly Trust
Houston,
Texas
|
$21K
|
–
|
–
|
–
|
|
|
1210
|
CKW Financial Group
Honolulu,
Hawaii
|
$14K
|
–
|
–
|
–
|
|
|
1211
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$14K
|
–
|
–
|
–
|
|
|
1212
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$14K
|
–
|
–
|
–
|
|
|
1213
|
Acadian Asset Management
Boston,
Massachusetts
|
$10K
|
-$364K
|
-2,788
|
-98%
|
|
|
1214
|
Rockefeller Financial Services
New York
|
$10K
|
-$5.61K
|
-43
|
-38%
|
|
|
1215
|
Spectrum Management Group
Indianapolis,
Indiana
|
$10K
|
–
|
–
|
–
|
|
|
1216
|
Waverly Advisors
Birmingham,
Alabama
|
$7K
|
-$2.22K
|
-17
|
-25%
|
|
|
1217
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$7K
|
–
|
–
|
–
|
|
|
1218
|
Dunvegan Associates
Santa Barbara,
California
|
$6K
|
–
|
–
|
–
|
|
|
1219
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$4K
|
+$3.26K
|
+25
|
New
|
|
|
1220
|
Archford Capital Strategies
Swansea,
Illinois
|
$3K
|
–
|
–
|
–
|
|
|
1221
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
1222
|
Siphron Capital Management
Beverly Hills,
California
|
$2K
|
–
|
–
|
–
|
|
|
1223
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$1K
|
+$522
|
+4
|
New
|
|
|
1224
|
Macroview Investment Management
Bethesda,
Maryland
|
$1K
|
+$1.04K
|
+8
|
New
|
|
|
1225
|
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
–
|
-$100M
|
-846,990
|
Closed
|
|
