|
1
|
Forward Management
San Francisco,
California
|
$22.5M
|
–
|
–
|
–
|
|
|
2
|
|
$12.6M
|
-$322K
|
-10,000
|
-3%
|
|
|
3
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$5.43M
|
–
|
–
|
–
|
|
|
4
|
Oaktree Capital Management
Los Angeles,
California
|
$4.8M
|
+$3.95M
|
+122,570
|
+836%
|
|
|
5
|
Palisade Capital Management
Fort Lee,
New Jersey
|
$3.54M
|
-$32.2K
|
-1,000
|
-1%
|
|
|
6
|
ClearBridge Investments
New York
|
$2.1M
|
–
|
–
|
–
|
|
|
7
|
Daiwa Securities Group
Tokyo,
Japan
|
$1.52M
|
-$322K
|
-10,000
|
-19%
|
|
|
8
|
APG Asset Management US
New York
|
$1.4M
|
–
|
–
|
–
|
|
|
9
|
Schnieders Capital Management
Pasadena,
California
|
$1.34M
|
+$148K
|
+4,600
|
+14%
|
|
|
10
|
Orinda Asset Management
Lafayette,
California
|
$1.15M
|
–
|
–
|
–
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$791K
|
+$190K
|
+5,900
|
+35%
|
|
|
12
|
Crawford Investment Counsel
Atlanta,
Georgia
|
$584K
|
+$6.77K
|
+210
|
+1%
|
|
|
13
|
RMR Advisors
Newton,
Massachusetts
|
$574K
|
–
|
–
|
–
|
|
|
14
|
|
$407K
|
–
|
–
|
–
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$393K
|
-$6.45K
|
-200
|
-2%
|
|
|
16
|
Credit Suisse
Zurich,
Switzerland
|
$336K
|
+$310K
|
+9,600
|
New
|
|
|
17
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$249K
|
+$229K
|
+7,105
|
New
|
|
|
18
|
|
$108K
|
–
|
–
|
–
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$75K
|
–
|
–
|
–
|
|
|
20
|
Whittier Trust
South Pasadena,
California
|
$70K
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$36K
|
-$21.7K
|
-674
|
-39%
|
|
|
22
|
D.A. Davidson & Co
Great Falls,
Montana
|
$35K
|
–
|
–
|
–
|
|
|
23
|
Nuveen
Charlotte,
North Carolina
|
$15K
|
–
|
–
|
–
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$7K
|
–
|
–
|
–
|
|
|
25
|
Brookfield Corp
Toronto,
Ontario, Canada
|
–
|
-$2.04M
|
-65,398
|
Closed
|
|
