|
3401
|
Reilly Herbert Faulkner III
|
$160M
|
+$4.52M
|
+3%
|
1.56%
|
80.6%
|
45
|
4.44%
|
|
|
3402
|
Omega Fund Management
Boston,
Massachusetts
|
$160M
|
+$6.4M
|
+4%
|
20.5%
|
112%
|
11
|
0%
|
|
|
3403
|
Mosaic Financial Partners
San Francisco,
California
|
$160M
|
+$1.68M
|
+1%
|
0.42%
|
6.05%
|
44
|
4.55%
|
|
|
3404
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$160M
|
-$5.99M
|
-4%
|
2.65%
|
50.3%
|
947
|
15.84%
|
|
|
3405
|
Shamrock Asset Management
Dallas,
Texas
|
$160M
|
-$1.01M
|
-0.6%
|
3.18%
|
31%
|
311
|
18.65%
|
|
|
3406
|
New Generation Advisors
Manchester,
Massachusetts
|
$160M
|
+$21.4M
|
+15%
|
12.4%
|
45.1%
|
40
|
37.5%
|
|
|
3407
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$160M
|
+$4.4M
|
+3%
|
1.05%
|
24.5%
|
28
|
14.29%
|
|
|
3408
|
Norman Fields Gottscho Capital Management
New York
|
$160M
|
+$1.58M
|
+1%
|
2.38%
|
94%
|
79
|
10.13%
|
|
|
3409
|
Bourgeon Capital Management
Darien,
Connecticut
|
$160M
|
-$465K
|
-0.3%
|
4.61%
|
117%
|
100
|
30%
|
|
|
3410
|
New Silk Road Investment
Singapore
|
$160M
|
+$26.7M
|
+20%
|
26.3%
|
21.2%
|
7
|
14.29%
|
|
|
3411
|
Cider Mill Investments
Greenwich,
Connecticut
|
$159M
|
+$2.58M
|
+2%
|
0.83%
|
–
|
26
|
38.46%
|
|
|
3412
|
Holloway Wealth Management
Gainesville,
Florida
|
$159M
|
+$1.34M
|
+0.8%
|
0.73%
|
50.7%
|
228
|
0%
|
|
|
3413
|
Lincoln Capital
Lincoln,
Nebraska
|
$159M
|
+$11.3M
|
+8%
|
3.69%
|
63.8%
|
71
|
7.04%
|
|
|
3414
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$159M
|
+$2.38M
|
+2%
|
2.09%
|
36.7%
|
74
|
9.46%
|
|
|
3415
|
GFI Investment Counsel
Toronto,
Ontario, Canada
|
$159M
|
+$1.84M
|
+1%
|
5.1%
|
46.9%
|
28
|
17.86%
|
|
|
3416
|
Winch Advisory Services
Appleton,
Wisconsin
|
$159M
|
+$1.33M
|
+0.8%
|
1.7%
|
72.5%
|
346
|
17.63%
|
|
|
3417
|
Aristotle Fund
Portland,
Maine
|
$159M
|
+$21.8M
|
+16%
|
12.7%
|
3.11%
|
13
|
23.08%
|
|
|
3418
|
Princeton Capital Management Inc
Princeton,
New Jersey
|
$159M
|
+$249K
|
+0.2%
|
5.1%
|
57.9%
|
71
|
8.45%
|
|
|
3419
|
BCM Advisors
Lafayette,
Louisiana
|
$159M
|
+$405K
|
+0.3%
|
0.58%
|
51%
|
33
|
9.09%
|
|
|
3420
|
Aviva Holdings
New Providence,
Bahamas
|
$159M
|
-$55.9M
|
-26%
|
17.5%
|
36.5%
|
3
|
0%
|
|
|
3421
|
Clearline Capital
New York
|
$158M
|
-$53.1M
|
-25%
|
1.41%
|
18%
|
70
|
61.43%
|
|
|
3422
|
Arcus Capital Partners
Atlanta,
Georgia
|
$158M
|
-$81K
|
-0.1%
|
3.39%
|
82.6%
|
110
|
18.18%
|
|
|
3423
|
M. Kraus & Co
Shelburne,
Vermont
|
$158M
|
+$5.94M
|
+4%
|
3.17%
|
45.3%
|
52
|
11.54%
|
|
|
3424
|
Underhill Investment Management
Greenbrae,
California
|
$158M
|
+$1.93M
|
+1%
|
2.96%
|
59.7%
|
26
|
38.46%
|
|
|
3425
|
Stanley Capital Management
Houston,
Texas
|
$158M
|
-$2.44M
|
-2%
|
5.33%
|
101%
|
38
|
15.79%
|
|