|
3226
|
Callodine Capital Management
Boston,
Massachusetts
|
$230M
|
+$26M
|
+13%
|
0.85%
|
43.6%
|
39
|
30.77%
|
|
|
3227
|
Banco BTG Pactual
Rio De Janeiro,
Brazil
|
$229M
|
-$118M
|
-34%
|
4.71%
|
142%
|
84
|
55.95%
|
|
|
3228
|
Advisors Management Group
La Crosse,
Wisconsin
|
$229M
|
+$5.58M
|
+2%
|
1.1%
|
68.9%
|
91
|
8.79%
|
|
|
3229
|
Reilly Herbert Faulkner III
|
$229M
|
+$10.6M
|
+5%
|
4.34%
|
80.6%
|
48
|
2.08%
|
|
|
3230
|
Goldstein Munger & Associates
San Ramon,
California
|
$229M
|
-$32K
|
-0%
|
3.32%
|
11.9%
|
35
|
5.71%
|
|
|
3231
|
Summit Trail Advisors
New York
|
$229M
|
-$2.42M
|
-1%
|
2.42%
|
56%
|
91
|
27.47%
|
|
|
3232
|
Montgomery Investment Management
Rockville,
Maryland
|
$229M
|
+$4.41M
|
+2%
|
4.77%
|
98.4%
|
90
|
0%
|
|
|
3233
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$228M
|
-$8.13M
|
-3%
|
2.08%
|
26.4%
|
557
|
11.67%
|
|
|
3234
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$228M
|
+$6.55M
|
+3%
|
2.54%
|
57.3%
|
382
|
13.09%
|
|
|
3235
|
Hamel Associates
Chatham,
New Jersey
|
$228M
|
+$5.19M
|
+2%
|
3.13%
|
50.6%
|
86
|
6.98%
|
|
|
3236
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$228M
|
+$49.7M
|
+28%
|
2.71%
|
37.3%
|
177
|
15.82%
|
|
|
3237
|
Toronado Partners
San Francisco,
California
|
$228M
|
+$44.7M
|
+24%
|
18.5%
|
61%
|
12
|
8.33%
|
|
|
3238
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$228M
|
+$2.58M
|
+1%
|
3.12%
|
113%
|
237
|
19.41%
|
|
|
3239
|
Pictet Bank & Trust
Nassau,
Bahamas
|
$227M
|
-$633K
|
-0.3%
|
4.27%
|
66.3%
|
66
|
12.12%
|
|
|
3240
|
Financial Sense Advisors
San Diego,
California
|
$227M
|
+$1.09M
|
+0.5%
|
2.73%
|
149%
|
75
|
29.33%
|
|
|
3241
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$227M
|
-$84K
|
-0%
|
3.56%
|
79.9%
|
162
|
13.58%
|
|
|
3242
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$227M
|
+$11.4M
|
+5%
|
2.5%
|
62.1%
|
282
|
6.38%
|
|
|
3243
|
|
$227M
|
+$71.6M
|
+46%
|
6.96%
|
82.2%
|
47
|
68.09%
|
|
|
3244
|
Pennant Investors
Summit,
New Jersey
|
$227M
|
-$19.7M
|
-8%
|
4.03%
|
359%
|
20
|
40%
|
|
|
3245
|
World Investment Advisors
Santa Barbara,
California
|
$227M
|
+$7.04M
|
+3%
|
2.62%
|
55.4%
|
160
|
28.13%
|
|
|
3246
|
First Sabrepoint Capital Management
Dallas,
Texas
|
$226M
|
+$9.08M
|
+4%
|
4.26%
|
182%
|
32
|
28.13%
|
|
|
3247
|
Permit Capital
West Conshohocken,
Pennsylvania
|
$226M
|
+$11.8M
|
+5%
|
7.5%
|
76%
|
27
|
3.7%
|
|
|
3248
|
C.V. Starr & Co Trust
New York
|
$226M
|
-$1.9M
|
-0.8%
|
0.43%
|
51.7%
|
28
|
0%
|
|
|
3249
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$226M
|
-$8.59M
|
-4%
|
3.44%
|
47.5%
|
214
|
13.08%
|
|
|
3250
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$226M
|
+$6.63M
|
+3%
|
3.39%
|
66%
|
172
|
13.37%
|
|