|
2926
|
Swan Global Investments
Durango,
Colorado
|
$430K
|
+$61.7K
|
1
|
0.01%
|
Increased
|
|
|
2927
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$430K
|
+$599
|
1
|
0.19%
|
Increased
|
|
|
2928
|
OMC Financial Services
Dewitt,
New York
|
$430K
|
+$434K
|
1
|
0.16%
|
New
|
|
|
2929
|
Guardian Investment Management
Tiburon,
California
|
$430K
|
-$74.9K
|
1
|
0.33%
|
Reduced
|
|
|
2930
|
Capital Management Associates Inc
Minneapolis,
Minnesota
|
$429K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2931
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$428K
|
-$262K
|
1
|
0.12%
|
Reduced
|
|
|
2932
|
Primoris Wealth Advisors
North Palm Beach,
Florida
|
$428K
|
$0
|
1
|
0.26%
|
Maintained
|
|
|
2933
|
Enzi Wealth
Austin,
Texas
|
$428K
|
+$299
|
1
|
0.15%
|
Increased
|
|
|
2934
|
DCVC Opportunity Fund II
Palo Alto,
California
|
$427K
|
+$534K
|
1
|
2.58%
|
New
|
|
|
2935
|
Exit Wealth Advisors
Atlanta,
Georgia
|
$426K
|
+$1.5K
|
1
|
0.25%
|
Increased
|
|
|
2936
|
Serenus Wealth Advisors
Santa Monica,
California
|
$426K
|
+$48.8K
|
1
|
0.08%
|
Increased
|
|
|
2937
|
Samalin Investment Counsel
Chappaqua,
New York
|
$426K
|
+$1.8K
|
1
|
0.15%
|
Increased
|
|
|
2938
|
Inspire Investing
Meridian,
Idaho
|
$425K
|
-$3.41K
|
1
|
0.04%
|
Reduced
|
|
|
2939
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$425K
|
+$19.6K
|
2
|
0.04%
|
Increased
|
|
|
2940
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$425K
|
-$21.4M
|
1
|
0%
|
Reduced
|
|
|
2941
|
Abbot Financial Management
Andover,
Massachusetts
|
$424K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
2942
|
Wallace Advisory Group
Lafayette,
California
|
$424K
|
-$4.49K
|
1
|
0.44%
|
Reduced
|
|
|
2943
|
Richardson Financial Services
Medway,
Massachusetts
|
$423K
|
+$16.5K
|
1
|
0.14%
|
Increased
|
|
|
2944
|
Perennial Advisors
New York
|
$422K
|
-$8.98K
|
1
|
0.07%
|
Reduced
|
|
|
2945
|
Ariadne Wealth Management
Santa Barbara,
California
|
$421K
|
-$159K
|
1
|
0.17%
|
Reduced
|
|
|
2946
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
$420K
|
+$2.1K
|
1
|
0.14%
|
Increased
|
|
|
2947
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$418K
|
-$95.1K
|
3
|
0.07%
|
Reduced
|
|
|
2948
|
Bolthouse Investments
Bakersfield,
California
|
$418K
|
$0
|
1
|
0.37%
|
Maintained
|
|
|
2949
|
M. Kulyk & Associates
Decatur,
Georgia
|
$417K
|
+$14.4K
|
1
|
0.08%
|
Increased
|
|
|
2950
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$416K
|
-$7.79K
|
1
|
0.18%
|
Reduced
|
|
