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Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
401
Kayne Anderson Rudnick Investment Management
California
$570 – – –
BSB
402
Bangor Savings Bank
Maine
$554 – – –
CVM
403
Cheviot Value Management
California
$554 – – –
PC
404
Promus Capital
Illinois
$507 – – –
TIM
405
Tortoise Investment Management
New York
$475 – – –
CIA
406
Cape Investment Advisory
Georgia
$412 – – –
AGWCA
407
Annis Gardner Whiting Capital Advisors
Florida
$412 +$377 +26 New
QWM
408
Quaker Wealth Management
New Jersey
$317 -$290 -20 -50%
VWM
409
Valley Wealth Managers
New Jersey
$317 – – –
WB
410
Webster Bank
Connecticut
$317 – – –
BWAM
411
Boyd Watterson Asset Management
Ohio
$301 -$145 -10 -34%
AA
412
Addison Advisors
Vermont
$254 – – –
TCM
413
TD Capital Management
Tennessee
$241 – – –
BGAI
414
Bruce G. Allen Investments
Colorado
$222 – – –
PAM
415
Palisade Asset Management
Minnesota
$206 +$189 +13 New
PWMG
416
Private Wealth Management Group
New Jersey
$175 – – –
GIA
417
GHP Investment Advisors
Colorado
$175 +$160 +11 New
AWM
418
AllSquare Wealth Management
New York
$158 – – –
TTIC
419
Tower Trust & Investment Company
Iowa
$158 – – –
OP
420
ORG Partners
Indiana
$104 – – –
MWA
421
Medallion Wealth Advisors
Connecticut
$96 – – –
NS
422
NBC Securities
Alabama
$95 +$87 +6 New
CPG
423
Cornerstone Planning Group
New Jersey
$92 – – –
TFA
424
Transamerica Financial Advisors
Florida
$79 +$73 +5 New
CJ
425
Caitlin John
Michigan
$63 +$58 +4 New