|
5626
|
Dudley Capital Management
Middleburg,
Virginia
|
$227M
|
-$3.25M
|
-1%
|
1.58%
|
110%
|
152
|
19.08%
|
|
|
5627
|
Oakcliff Capital Partners
New York
|
$227M
|
-$6.61M
|
-3%
|
5.44%
|
119%
|
8
|
0%
|
|
|
5628
|
GEM Asset Management
Plymouth,
Michigan
|
$227M
|
+$2.2M
|
+1%
|
1.25%
|
54.7%
|
113
|
10.62%
|
|
|
5629
|
Steadview Capital Management
London,
United Kingdom
|
$227M
|
-$304M
|
-57%
|
27.3%
|
696%
|
14
|
35.71%
|
|
|
5630
|
Westport Asset Management
Southport,
Connecticut
|
$226M
|
-$13.3M
|
-6%
|
1.92%
|
61.4%
|
80
|
8.75%
|
|
|
5631
|
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
|
$226M
|
-$16.2M
|
-7%
|
11.3%
|
44.9%
|
42
|
9.52%
|
|
|
5632
|
Patron Partners
Houston,
Texas
|
$226M
|
+$1.84M
|
+0.8%
|
1.45%
|
69.3%
|
193
|
11.92%
|
|
|
5633
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$226M
|
+$6.48M
|
+3%
|
0.84%
|
39.5%
|
396
|
11.11%
|
|
|
5634
|
Ergawealth Advisors
Oak Brook,
Illinois
|
$226M
|
+$8.83M
|
+4%
|
2.89%
|
38.1%
|
59
|
15.25%
|
|
|
5635
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$226M
|
+$8.46M
|
+4%
|
1.51%
|
57.4%
|
172
|
16.28%
|
|
|
5636
|
MOKAN Wealth Management
Overland Park,
Kansas
|
$226M
|
+$499K
|
+0.2%
|
1.05%
|
–
|
115
|
15.65%
|
|
|
5637
|
Robbins Farley
Bedford,
New Hampshire
|
$226M
|
+$5.39M
|
+2%
|
1.27%
|
98.2%
|
150
|
7.33%
|
|
|
5638
|
State of New Jersey Common Pension Fund A
Trenton,
New Jersey
|
$226M
|
-$44.1M
|
-16%
|
14.8%
|
–
|
3
|
0%
|
|
|
5639
|
Peak Financial Advisors
Denver,
Colorado
|
$226M
|
+$3.25M
|
+1%
|
5.59%
|
40.1%
|
100
|
43%
|
|
|
5640
|
ShariaPortfolio
Lake Mary,
Florida
|
$226M
|
-$11.6M
|
-5%
|
3.6%
|
–
|
43
|
51.16%
|
|
|
5641
|
Heritage Family Offices
Scottsdale,
Arizona
|
$225M
|
+$5.45M
|
+2%
|
0.64%
|
–
|
244
|
36.89%
|
|
|
5642
|
|
$225M
|
-$6.09M
|
-3%
|
0.86%
|
66.7%
|
120
|
3.33%
|
|
|
5643
|
Keystone Global Partners
Denver,
Colorado
|
$225M
|
-$2.05M
|
-0.9%
|
2.78%
|
–
|
58
|
10.34%
|
|
|
5644
|
|
$225M
|
-$157M
|
-41%
|
31.8%
|
–
|
1
|
0%
|
|
|
5645
|
WD Rutherford
Portland,
Oregon
|
$225M
|
-$14.2M
|
-6%
|
1.58%
|
170%
|
81
|
22.22%
|
|
|
5646
|
Altus Wealth Management
Ft Mitchell,
Kentucky
|
$225M
|
-$6.98M
|
-3%
|
2.05%
|
68.8%
|
30
|
6.67%
|
|
|
5647
|
NIA Impact Advisors
Berkeley,
California
|
$225M
|
-$73M
|
-25%
|
3.17%
|
–
|
111
|
28.83%
|
|
|
5648
|
Family Capital Management
Grand Rapids,
Michigan
|
$225M
|
-$220K
|
-0.1%
|
2.82%
|
57.3%
|
107
|
9.35%
|
|
|
5649
|
Chelsea Counsel Company
Los Angeles,
California
|
$225M
|
-$8.05M
|
-3%
|
9.54%
|
94.6%
|
244
|
6.97%
|
|
|
5650
|
Ballast Asset Management
Dallas,
Texas
|
$225M
|
+$13M
|
+6%
|
8.12%
|
–
|
53
|
3.77%
|
|