|
3101
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$343M
|
-$6.11M
|
-2%
|
5.52%
|
46.8%
|
112
|
9.82%
|
|
|
3102
|
Canal Capital Management
Richmond,
Virginia
|
$343M
|
+$7.4M
|
+2%
|
4.78%
|
67.8%
|
142
|
11.27%
|
|
|
3103
|
Regent Investment Management
Louisville,
Kentucky
|
$343M
|
-$15.7M
|
-4%
|
4.52%
|
44%
|
203
|
8.87%
|
|
|
3104
|
Private Wealth Strategies
New Albany,
Ohio
|
$343M
|
-$16.4M
|
-5%
|
4.5%
|
18.8%
|
85
|
20%
|
|
|
3105
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$342M
|
-$19.8M
|
-5%
|
2.45%
|
20.9%
|
371
|
20.22%
|
|
|
3106
|
Swiss Re
Zurich,
Switzerland
|
$342M
|
-$157M
|
-32%
|
8.03%
|
–
|
10
|
10%
|
|
|
3107
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$342M
|
-$37.6M
|
-10%
|
2.83%
|
62.6%
|
635
|
22.68%
|
|
|
3108
|
D'Orazio & Associates
Falls Church,
Virginia
|
$342M
|
-$34.3M
|
-9%
|
3.62%
|
61.2%
|
147
|
33.33%
|
|
|
3109
|
Lynch & Associates
Newburgh,
Indiana
|
$342M
|
-$25.8M
|
-7%
|
6.65%
|
62.9%
|
108
|
6.48%
|
|
|
3110
|
PL Capital Advisors
Naples,
Florida
|
$342M
|
-$5.94M
|
-2%
|
0.19%
|
58%
|
42
|
9.52%
|
|
|
3111
|
Wilkins Investment Counsel
Boston,
Massachusetts
|
$342M
|
-$35.2M
|
-9%
|
7.94%
|
44.5%
|
76
|
2.63%
|
|
|
3112
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$341M
|
-$16.5M
|
-5%
|
2.03%
|
43.5%
|
145
|
10.34%
|
|
|
3113
|
Domani Wealth
Lancaster,
Pennsylvania
|
$341M
|
-$24.7M
|
-7%
|
5.26%
|
48.6%
|
108
|
6.48%
|
|
|
3114
|
Engle Capital Management
Greenwich,
Connecticut
|
$341M
|
+$89M
|
+35%
|
4.96%
|
289%
|
23
|
47.83%
|
|
|
3115
|
Helikon Investments
London,
United Kingdom
|
$341M
|
+$87.9M
|
+35%
|
4.93%
|
330%
|
6
|
33.33%
|
|
|
3116
|
Curated Wealth Partners
El Segundo,
California
|
$340M
|
+$56K
|
+0%
|
0.07%
|
45.4%
|
136
|
12.5%
|
|
|
3117
|
Hartford Financial Management
Hartford,
Connecticut
|
$340M
|
-$20.4M
|
-6%
|
5.08%
|
79.6%
|
392
|
5.1%
|
|
|
3118
|
Nelson Capital Management
Menlo Park,
California
|
$340M
|
-$21.8M
|
-6%
|
5.46%
|
121%
|
99
|
3.03%
|
|
|
3119
|
Howard Capital Management
Roswell,
Georgia
|
$340M
|
-$17.1M
|
-5%
|
4.48%
|
129%
|
35
|
34.29%
|
|
|
3120
|
Atlas FRM
Greenwich,
Connecticut
|
$340M
|
+$62.8M
|
+23%
|
5.82%
|
17.9%
|
8
|
50%
|
|
|
3121
|
Johnson & Johnson
New Brunswick,
New Jersey
|
$340M
|
-$51.6M
|
-13%
|
2.02%
|
300%
|
22
|
0%
|
|
|
3122
|
BCM Advisors
Lafayette,
Louisiana
|
$340M
|
-$23.5M
|
-6%
|
6.32%
|
59.3%
|
64
|
17.19%
|
|
|
3123
|
Divisar Capital Management
San Francisco,
California
|
$340M
|
+$30.9M
|
+10%
|
3.46%
|
111%
|
33
|
18.18%
|
|
|
3124
|
Fund Management at Engine No 1
San Francisco,
California
|
$340M
|
-$39M
|
-10%
|
1.32%
|
–
|
356
|
12.64%
|
|
|
3125
|
JB Capital Partners
Armonk,
New York
|
$339M
|
-$27.2M
|
-7%
|
3.47%
|
149%
|
83
|
4.82%
|
|