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Name Holding Trade Value Shares
Change
Change in
Stake
BPM
1151
Bowling Portfolio Management
Ohio
$830K -$157K -1,166 -16%
TIM
1152
Tortoise Investment Management
New York
$830K +$29.8K +222 +4%
SJIM
1153
St. Johns Investment Management
Florida
$829K -$82.4K -613 -9%
CPR
1154
CSU Producer Resources
Ohio
$826K
BDF
1155
Balasa Dinverno & Foltz
$824K -$263K -1,955 -24%
DK
1156
Darrell & King
Virginia
$822K +$840K +6,250 New
MPIA
1157
Mountain Pacific Investment Advisers
Idaho
$821K -$936K -6,964 -53%
BWA
1158
Burt Wealth Advisors
Maryland
$818K -$88.5K -659 -10%
HIC
1159
Harvey Investment Company
Kentucky
$818K -$3.36K -25 -0.4%
FIB
1160
First Interstate Bank
Montana
$817K +$29.4K +219 +4%
RCWMU
1161
Rothschild & Co Wealth Management (UK)
United Kingdom
$813K
KLWA
1162
Kelly Lawrence W & Associates
California
$810K +$84.4K +628 +11%
LWAC
1163
Laurel Wealth Advisors (California)
California
$810K +$827K +6,157 New
PMG
1164
ProVise Management Group
Florida
$806K +$52.1K +388 +7%
RHDIC
1165
R.H. Dinel Investment Counsel
California
$804K
NERM
1166
New England Research & Management
Illinois
$802K
CFA
1167
Capstone Financial Advisors
Illinois
$801K -$23K -171 -3%
HWA
1168
Heritage Wealth Advisors
Virginia
$798K -$30.2K -225 -4%
PAIA
1169
Park Avenue Institutional Advisers
New York
$796K -$30.1K -224 -4%
WA
1170
Waverly Advisors
Alabama
$794K +$769K +5,721 +1,822%
MIP
1171
Marietta Investment Partners
Wisconsin
$791K
JCM
1172
Janney Capital Management
Pennsylvania
$789K -$27.1K -202 -3%
RIM
1173
Regent Investment Management
Kentucky
$788K -$42.2K -314 -5%
PV
1174
Private Vista
Illinois
$788K +$909K +6,768 New
TIA
1175
Trust Investment Advisors
Indiana
$787K -$293K -2,181 -27%