|
4301
|
Trustees of Dartmouth College
Hanover,
New Hampshire
|
$110M
|
–
|
–
|
7.21%
|
52.5%
|
26
|
–
|
|
|
4302
|
Ascension Asset Management
New York
|
$110M
|
–
|
–
|
7.38%
|
–
|
74
|
–
|
|
|
4303
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$110M
|
–
|
–
|
3.9%
|
–
|
19
|
–
|
|
|
4304
|
S Squared Technology
New York
|
$110M
|
-$8.65M
|
-7%
|
1.3%
|
223%
|
46
|
28.26%
|
|
|
4305
|
R.M. Sincerbeaux Capital Management
New York
|
$110M
|
+$5.93M
|
+6%
|
8.91%
|
76.4%
|
52
|
0%
|
|
|
4306
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$110M
|
–
|
–
|
5.2%
|
53.6%
|
807
|
–
|
|
|
4307
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$110M
|
–
|
–
|
4.43%
|
130%
|
353
|
–
|
|
|
4308
|
Jackson Financial Management
Costa Mesa,
California
|
$109M
|
–
|
–
|
5.58%
|
–
|
37
|
–
|
|
|
4309
|
Independence Wealth Advisors
Mclean,
Virginia
|
$109M
|
–
|
–
|
3.22%
|
34.1%
|
26
|
–
|
|
|
4310
|
|
$109M
|
-$17.2M
|
-14%
|
13.6%
|
23.8%
|
1
|
0%
|
|
|
4311
|
Weil Company
San Diego,
California
|
$109M
|
–
|
–
|
4.86%
|
60.7%
|
93
|
–
|
|
|
4312
|
First Sabrepoint Capital Management
Dallas,
Texas
|
$109M
|
–
|
–
|
10.8%
|
218%
|
28
|
–
|
|
|
4313
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$109M
|
–
|
–
|
7.6%
|
67.1%
|
98
|
–
|
|
|
4314
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$109M
|
+$6.13M
|
+6%
|
4.93%
|
105%
|
151
|
8.61%
|
|
|
4315
|
FNY Managed Accounts
New York
|
$109M
|
+$32.6M
|
+43%
|
2.37%
|
14.7%
|
980
|
68.47%
|
|
|
4316
|
TMD & Associates
Scottsdale,
Arizona
|
$109M
|
+$820K
|
+0.8%
|
4.9%
|
20.5%
|
21
|
19.05%
|
|
|
4317
|
Stone House Capital Management
Bay Harbor Islands,
Florida
|
$109M
|
–
|
–
|
10.6%
|
151%
|
2
|
–
|
|
|
4318
|
Keeler Thomas Management
Orem,
Utah
|
$109M
|
–
|
–
|
6.5%
|
46.1%
|
161
|
–
|
|
|
4319
|
Fairbanks Capital Management
Rancho Santa Fe,
California
|
$109M
|
+$5.71M
|
+6%
|
6.15%
|
81.3%
|
31
|
0%
|
|
|
4320
|
Trustees of Princeton University
Princeton,
New Jersey
|
$109M
|
–
|
–
|
0.3%
|
–
|
5
|
–
|
|
|
4321
|
Aries Wealth Management
Portland,
Maine
|
$109M
|
–
|
–
|
5.94%
|
75%
|
133
|
–
|
|
|
4322
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$109M
|
–
|
–
|
5.93%
|
132%
|
147
|
–
|
|
|
4323
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$108M
|
–
|
–
|
5.03%
|
63.6%
|
486
|
–
|
|
|
4324
|
Stumpf Capital Management
Scottsdale,
Arizona
|
$108M
|
–
|
–
|
8.69%
|
44.5%
|
43
|
–
|
|
|
4325
|
Factorial Partners
Mt. Kisco,
New York
|
$108M
|
–
|
–
|
5.71%
|
80.1%
|
105
|
–
|
|