|
1201
|
Impact Partnership Wealth
Marietta,
Georgia
|
$987
|
-$255K
|
-2,961
|
-100%
|
|
|
1202
|
Frazier Financial Advisors
Columbus,
Ohio
|
$898
|
–
|
–
|
–
|
|
|
1203
|
TFO Wealth Partners
Maumee,
Ohio
|
$897
|
-$1.9K
|
-22
|
-69%
|
|
|
1204
|
Valued Wealth Advisors
Holladay,
Utah
|
$628
|
-$86
|
-1
|
-13%
|
|
|
1205
|
TD Capital Management
Memphis,
Tennessee
|
$449
|
+$431
|
+5
|
New
|
|
|
1206
|
Everence Capital Management
Goshen,
Indiana
|
$415
|
–
|
–
|
–
|
|
|
1207
|
WestEnd Advisors
Charlotte,
North Carolina
|
$269
|
–
|
–
|
–
|
|
|
1208
|
ORG Partners
Roanoke,
Indiana
|
$179
|
+$172
|
+2
|
New
|
|
|
1209
|
American Capital Advisory
Ketchum,
Idaho
|
$14
|
–
|
–
|
–
|
|
|
1210
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$5
|
–
|
–
|
–
|
|
|
1211
|
Findlay Park Partners
London,
United Kingdom
|
–
|
-$127M
|
-1,407,667
|
Closed
|
|
|
1212
|
Caxton Associates (New York)
New York
|
–
|
-$36.1M
|
-400,000
|
Closed
|
|
|
1213
|
First Long Island Investors
Jericho,
New York
|
–
|
-$29.3M
|
-324,377
|
Closed
|
|
|
1214
|
MUFG Securities EMEA
London,
United Kingdom
|
–
|
-$22M
|
-243,467
|
Closed
|
|
|
1215
|
Curi Wealth Management
Raleigh,
North Carolina
|
–
|
-$12.5M
|
-138,996
|
Closed
|
|
|
1216
|
ExodusPoint Capital Management
New York
|
–
|
-$12M
|
-133,533
|
Closed
|
|
|
1217
|
Overbrook Management Corp
New York
|
–
|
-$10.8M
|
-119,854
|
Closed
|
|
|
1218
|
Rheos Capital Works
Tokyo,
Japan
|
–
|
-$9.92M
|
-110,000
|
Closed
|
|
|
1219
|
Sustainable Insight Capital Management
New York
|
–
|
-$8.6M
|
-95,400
|
Closed
|
|
|
1220
|
Buck Wealth Strategies
Denver,
Colorado
|
–
|
-$7.55M
|
-83,671
|
Closed
|
|
|
1221
|
Analog Century Management
New York
|
–
|
-$7.16M
|
-79,443
|
Closed
|
|
|
1222
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
–
|
-$7.08M
|
-78,500
|
Closed
|
|
|
1223
|
TwinBeech Capital
Purchase,
New York
|
–
|
-$6.97M
|
-77,246
|
Closed
|
|
|
1224
|
|
–
|
-$4.89M
|
-54,205
|
Closed
|
|
|
1225
|
Engineers Gate Manager
New York
|
–
|
-$4.56M
|
-50,550
|
Closed
|
|
