|
3301
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$148M
|
+$8.24M
|
+6%
|
6.38%
|
42%
|
211
|
38.39%
|
|
|
3302
|
Valicenti Advisory Services
Elmira,
New York
|
$148M
|
-$3.49M
|
-2%
|
7.59%
|
119%
|
55
|
10.91%
|
|
|
3303
|
KWMG LLC
Overland Park,
Kansas
|
$148M
|
+$15.2M
|
+11%
|
2.7%
|
72.3%
|
136
|
5.15%
|
|
|
3304
|
Eos Management LP
New York
|
$148M
|
-$26.4M
|
-15%
|
13%
|
152%
|
52
|
51.92%
|
|
|
3305
|
Brave Asset Management
Summit,
New Jersey
|
$148M
|
+$16.9M
|
+13%
|
6.57%
|
76.3%
|
463
|
11.02%
|
|
|
3306
|
Breithorn Capital Management
New York
|
$148M
|
+$7.31M
|
+5%
|
4.72%
|
43.9%
|
50
|
12%
|
|
|
3307
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$148M
|
–
|
–
|
3.89%
|
91.5%
|
80
|
–
|
|
|
3308
|
Smith Affiliated Capital
New York
|
$148M
|
-$5.59M
|
-4%
|
4.51%
|
6.89%
|
127
|
6.3%
|
|
|
3309
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$148M
|
+$1.58M
|
+1%
|
1.98%
|
112%
|
53
|
5.66%
|
|
|
3310
|
Alpenglow Capital
San Carlos,
California
|
$148M
|
+$31.2M
|
+27%
|
7.05%
|
–
|
39
|
56.41%
|
|
|
3311
|
Kelleher Financial Advisors
New York
|
$147M
|
-$3.34M
|
-2%
|
4.76%
|
72.4%
|
127
|
7.87%
|
|
|
3312
|
Schulhoff & Co
Cincinnati,
Ohio
|
$147M
|
+$7.92M
|
+6%
|
7.01%
|
51.8%
|
103
|
5.83%
|
|
|
3313
|
Summit Asset Management
Memphis,
Tennessee
|
$147M
|
+$7.81M
|
+6%
|
4.14%
|
48.9%
|
97
|
14.43%
|
|
|
3314
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$147M
|
+$2.13M
|
+1%
|
3.83%
|
62.5%
|
459
|
5.45%
|
|
|
3315
|
Waterstone Capital Management
St. Louis Park,
Minnesota
|
$147M
|
+$15.6M
|
+12%
|
1.98%
|
23.4%
|
14
|
0%
|
|
|
3316
|
|
$147M
|
+$3.49M
|
+2%
|
6.84%
|
41.8%
|
74
|
12.16%
|
|
|
3317
|
Cabot-Wellington
Boston,
Massachusetts
|
$147M
|
-$19M
|
-11%
|
5.68%
|
65%
|
33
|
21.21%
|
|
|
3318
|
Seven Eight Capital
New York
|
$147M
|
+$32.2M
|
+28%
|
2.5%
|
13.6%
|
792
|
65.28%
|
|
|
3319
|
Visionary Asset Management
Houston,
Texas
|
$147M
|
+$7.03M
|
+5%
|
0.41%
|
31.9%
|
51
|
43.14%
|
|
|
3320
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$147M
|
+$14.9M
|
+11%
|
4.26%
|
63.3%
|
261
|
15.71%
|
|
|
3321
|
River Global Investors
London,
United Kingdom
|
$147M
|
–
|
–
|
5.62%
|
49.7%
|
101
|
–
|
|
|
3322
|
Gladstone Capital Management
London,
United Kingdom
|
$147M
|
–
|
–
|
12.3%
|
304%
|
15
|
–
|
|
|
3323
|
Miles Capital
West Des Moines,
Iowa
|
$147M
|
+$7.7M
|
+6%
|
4.81%
|
15.4%
|
200
|
42.5%
|
|
|
3324
|
D.C. Capital Advisors
New York
|
$147M
|
-$10.8M
|
-7%
|
3.09%
|
59.9%
|
29
|
37.93%
|
|
|
3325
|
Solaris Asset Management
New York
|
$146M
|
+$20.5M
|
+16%
|
4.89%
|
74%
|
208
|
22.6%
|
|