|
5226
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$198M
|
–
|
–
|
15.1%
|
–
|
88
|
–
|
|
|
5227
|
Nalanda India Fund
Moka,
Mauritius
|
$198M
|
-$41.9M
|
-17%
|
3.9%
|
15.3%
|
1
|
0%
|
|
|
5228
|
Polianta Ltd
St Helier,
Jersey
|
$198M
|
-$7.62M
|
-4%
|
3.53%
|
31.6%
|
101
|
55.45%
|
|
|
5229
|
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
|
$198M
|
+$6.86M
|
+4%
|
0.26%
|
35.2%
|
22
|
0%
|
|
|
5230
|
Unison Asset Management
North Miami Beach,
Florida
|
$198M
|
+$6.6M
|
+3%
|
3.19%
|
84%
|
33
|
3.03%
|
|
|
5231
|
Kennedy Investment Group
West Depford,
New Jersey
|
$197M
|
+$10.1M
|
+5%
|
4.4%
|
59.5%
|
124
|
7.26%
|
|
|
5232
|
Wisconsin Capital Management
Madison,
Wisconsin
|
$197M
|
+$6.85M
|
+4%
|
7.16%
|
153%
|
50
|
12%
|
|
|
5233
|
Prairie Wealth Advisors
Omaha,
Nebraska
|
$197M
|
-$15.9M
|
-7%
|
6.73%
|
–
|
170
|
18.24%
|
|
|
5234
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
$197M
|
+$14.7M
|
+8%
|
3.77%
|
83.9%
|
97
|
11.34%
|
|
|
5235
|
Gator Capital Management
Tampa,
Florida
|
$197M
|
+$2.03M
|
+1%
|
1.01%
|
201%
|
67
|
17.91%
|
|
|
5236
|
Discovery Value Fund
Singapore
|
$197M
|
-$91.9M
|
-32%
|
18.3%
|
207%
|
7
|
57.14%
|
|
|
5237
|
Madden Advisory Services
Jacksonville,
Florida
|
$197M
|
+$6.92M
|
+4%
|
1.76%
|
44.7%
|
94
|
3.19%
|
|
|
5238
|
Pacific Wealth Management
San Diego,
California
|
$196M
|
+$21.2M
|
+12%
|
1.81%
|
37.5%
|
27
|
40.74%
|
|
|
5239
|
JS Capital Management
New York
|
$196M
|
-$44M
|
-18%
|
18.3%
|
16.3%
|
1
|
0%
|
|
|
5240
|
First Financial Corp
Terre Haute,
Indiana
|
$196M
|
-$696K
|
-0.4%
|
2.04%
|
88.3%
|
561
|
18.36%
|
|
|
5241
|
Ayrshire Capital Management
Westport,
Connecticut
|
$196M
|
+$11.4M
|
+6%
|
2.91%
|
78.4%
|
48
|
4.17%
|
|
|
5242
|
Littlejohn & Co
Greenwich,
Connecticut
|
$196M
|
+$40.2M
|
+26%
|
7.23%
|
43.7%
|
37
|
27.03%
|
|
|
5243
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$196M
|
+$15.7M
|
+9%
|
6.44%
|
81.4%
|
106
|
20.75%
|
|
|
5244
|
Verger Capital Management
Winston-Salem,
North Carolina
|
$196M
|
+$420K
|
+0.2%
|
1.33%
|
53.1%
|
13
|
0%
|
|
|
5245
|
Strait & Sound Wealth Management
San Francisco,
California
|
$196M
|
+$17.2M
|
+10%
|
5.43%
|
74.6%
|
157
|
26.11%
|
|
|
5246
|
Burrus Financial Services
Salt Lake City,
Utah
|
$196M
|
+$778K
|
+0.4%
|
0.31%
|
30.2%
|
10
|
10%
|
|
|
5247
|
Investment Planning Advisors
Cumming,
Georgia
|
$196M
|
–
|
–
|
0.99%
|
–
|
59
|
–
|
|
|
5248
|
Lee Johnson Capital Management
Fort Worth,
Texas
|
$196M
|
+$3.55M
|
+2%
|
0.37%
|
71.1%
|
24
|
45.83%
|
|
|
5249
|
Autumn Glory Partners
Dallas,
Texas
|
$196M
|
-$8.5M
|
-4%
|
1.64%
|
61.5%
|
180
|
11.11%
|
|
|
5250
|
Sapience Investments
Newport Beach,
California
|
$196M
|
-$106M
|
-35%
|
0.04%
|
54.9%
|
90
|
11.11%
|
|