|
4251
|
AWH Capital
Dallas,
Texas
|
$12.1M
|
$0
|
1
|
10.98%
|
Maintained
|
|
|
4252
|
|
$12.1M
|
+$832K
|
2
|
4.76%
|
Increased
|
|
|
4253
|
Olstein Capital Management
Purchase,
New York
|
$12.1M
|
+$4.01M
|
3
|
2.64%
|
Increased
|
|
|
4254
|
Sequent Planning
Omaha,
Nebraska
|
$12.1M
|
-$68.4K
|
5
|
2.92%
|
Reduced
|
|
|
4255
|
Navigation Group
Redwood City,
California
|
$12.1M
|
+$13.2M
|
5
|
2.82%
|
New
|
|
|
4256
|
Directional Asset Management
Arlington Heights,
Illinois
|
$12.1M
|
-$66.4K
|
4
|
11.02%
|
Reduced
|
|
|
4257
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
$12.1M
|
+$12.6M
|
9
|
5.2%
|
Increased
|
|
|
4258
|
Sunstone Asset Management
New York
|
$12M
|
+$5.93M
|
7
|
14.13%
|
Increased
|
|
|
4259
|
Davidson Capital Management
Corpus Christi,
Texas
|
$12M
|
+$638K
|
4
|
2.18%
|
Increased
|
|
|
4260
|
Proathlete Wealth Management
Boca Raton,
Florida
|
$12M
|
-$351K
|
6
|
3.34%
|
Reduced
|
|
|
4261
|
QVIDTVM Management
The Woodlands,
Texas
|
$12M
|
+$8.92M
|
2
|
14.77%
|
Increased
|
|
|
4262
|
|
$12M
|
+$390K
|
4
|
11.41%
|
Increased
|
|
|
4263
|
Boomfish Wealth Group
Alpharetta,
Georgia
|
$12M
|
+$212K
|
4
|
6.41%
|
Increased
|
|
|
4264
|
Solas Capital Management
Darien,
Connecticut
|
$12M
|
+$8.94M
|
1
|
6.91%
|
Increased
|
|
|
4265
|
Keystone Financial Planning
Cleveland,
Ohio
|
$12M
|
$0
|
2
|
3.21%
|
Maintained
|
|
|
4266
|
Shum Financial Group
Alameda,
California
|
$12M
|
+$777K
|
6
|
8.49%
|
Increased
|
|
|
4267
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$12M
|
-$5.16M
|
7
|
6.2%
|
Reduced
|
|
|
4268
|
Hamilton Capital
Columbus,
Ohio
|
$12M
|
-$2.76K
|
7
|
0.62%
|
Reduced
|
|
|
4269
|
G2 Investment Partners Management
New York
|
$12M
|
+$4.27M
|
2
|
2.95%
|
Increased
|
|
|
4270
|
RD Lewis Holdings
Maitland,
Florida
|
$12M
|
-$144K
|
4
|
10.37%
|
Reduced
|
|
|
4271
|
Capital Management Associates Inc
Minneapolis,
Minnesota
|
$12M
|
+$267K
|
6
|
2.7%
|
Increased
|
|
|
4272
|
Wolff Wiese Magana
Carslbad,
California
|
$12M
|
-$1.29M
|
20
|
6.6%
|
Reduced
|
|
|
4273
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$12M
|
+$357K
|
5
|
5.14%
|
Increased
|
|
|
4274
|
Thomas Story & Son
Culver,
Indiana
|
$12M
|
-$964K
|
3
|
4.59%
|
Reduced
|
|
|
4275
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
$11.9M
|
+$67.7K
|
6
|
7.73%
|
Increased
|
|