|
5351
|
Phase 2 Partners
San Francisco,
California
|
$153M
|
-$8.3M
|
-5%
|
7.41%
|
25.1%
|
30
|
63.33%
|
|
|
5352
|
Orin Green Financial
San Diego,
California
|
$153M
|
+$15.2M
|
+11%
|
6.64%
|
53.3%
|
68
|
14.71%
|
|
|
5353
|
Herbst Group
Westport,
Connecticut
|
$153M
|
-$9.2M
|
-6%
|
0.2%
|
139%
|
90
|
30%
|
|
|
5354
|
Bancreek Capital Management
Santa Monica,
California
|
$153M
|
+$46.1M
|
+43%
|
7.43%
|
33.6%
|
31
|
12.9%
|
|
|
5355
|
Yost Capital Management
Houston,
Texas
|
$153M
|
+$11.1M
|
+8%
|
3.69%
|
125%
|
17
|
47.06%
|
|
|
5356
|
Heritage Financial Services
Westwood,
Massachusetts
|
$153M
|
+$25.3M
|
+20%
|
4.4%
|
38.3%
|
84
|
9.52%
|
|
|
5357
|
Woodward Diversified Capital
Bakersfield,
California
|
$153M
|
-$17M
|
-10%
|
3.3%
|
84.1%
|
211
|
33.65%
|
|
|
5358
|
SWS Partners
Columbus,
Ohio
|
$153M
|
-$23M
|
-13%
|
10.4%
|
75.1%
|
116
|
42.24%
|
|
|
5359
|
HCEP Management
Hong Kong
|
$153M
|
-$11.8M
|
-7%
|
17.6%
|
104%
|
6
|
16.67%
|
|
|
5360
|
Polianta Ltd
St Helier,
Jersey
|
$153M
|
-$79.3M
|
-34%
|
7.64%
|
31.6%
|
107
|
69.16%
|
|
|
5361
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$153M
|
-$612K
|
-0.4%
|
2.9%
|
60%
|
219
|
16.44%
|
|
|
5362
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$153M
|
-$10.1M
|
-6%
|
3.45%
|
59.8%
|
636
|
32.86%
|
|
|
5363
|
Washburn Capital Management
Vero Beach,
Florida
|
$153M
|
-$15.6M
|
-9%
|
4.22%
|
117%
|
69
|
36.23%
|
|
|
5364
|
Executive Wealth Group
Kirkland,
Washington
|
$153M
|
-$9.22M
|
-6%
|
6.1%
|
14.9%
|
49
|
2.04%
|
|
|
5365
|
Central Asset Investments & Management Holdings
Hong Kong
|
$152M
|
-$11.6M
|
-7%
|
6.02%
|
1,376%
|
78
|
30.77%
|
|
|
5366
|
Ridgewood Investments
Springfield,
New Jersey
|
$152M
|
-$5.23M
|
-3%
|
1.09%
|
–
|
221
|
23.53%
|
|
|
5367
|
Gold Dragon Worldwide Asset Management
Central,
Hong Kong
|
$152M
|
-$144M
|
-49%
|
25.8%
|
–
|
9
|
55.56%
|
|
|
5368
|
Israel Discount Bank of New York
New York
|
$152M
|
-$9.47M
|
-6%
|
4.45%
|
37.3%
|
89
|
7.87%
|
|
|
5369
|
First Capital Advisors Group
Little Silver,
New Jersey
|
$152M
|
-$30.2M
|
-17%
|
3.41%
|
–
|
78
|
39.74%
|
|
|
5370
|
Arena Investors
Purchase,
New York
|
$152M
|
+$56.2M
|
+59%
|
0%
|
–
|
118
|
85.59%
|
|
|
5371
|
Clearview Wealth Advisors
Salem,
Oregon
|
$152M
|
-$11.8M
|
-7%
|
2.61%
|
45.2%
|
726
|
17.36%
|
|
|
5372
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$152M
|
+$23M
|
+18%
|
5.27%
|
48.1%
|
70
|
38.57%
|
|
|
5373
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$152M
|
-$2.99M
|
-2%
|
3.37%
|
70.8%
|
158
|
22.15%
|
|
|
5374
|
|
$152M
|
-$5.39M
|
-3%
|
0.01%
|
66.7%
|
119
|
10.08%
|
|
|
5375
|
AAF Wealth Management
Westborough,
Massachusetts
|
$152M
|
+$13.9M
|
+10%
|
4.18%
|
65.8%
|
33
|
27.27%
|
|