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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
851
BerganKDV Wealth Management
Minnesota
$1.81K – – –
AWM
852
Avior Wealth Management
Nebraska
$1.81K – – –
NSIM
853
North Star Investment Management
Illinois
$1.36K – – –
CWC
854
Carolinas Wealth Consulting
North Carolina
$1.13K – – –
NMG
855
New Millennium Group
Utah
$1.13K – – –
BAM
856
Bellevue Asset Management
Washington
$1.13K +$1.05K +5 New
M
857
MOTCO
Texas
$1.13K +$1.05K +5 New
CA
858
Centerpoint Advisors
Massachusetts
$1K – – –
TFA
859
Transamerica Financial Advisors
Florida
$1K – – –
TWD
860
True Wealth Design
Ohio
$905 +$210 +1 +33%
MA
861
MCF Advisors
Kentucky
$679 – – –
ANBT
862
American National Bank & Trust
Texas
$678 – – –
DWA
863
Delos Wealth Advisors
Texas
$453 – – –
FSWA
864
Financial Synergies Wealth Advisors
Texas
$453 – – –
BCMLT
865
Beacon Capital Management LLC (Tennessee)
Tennessee
$452 – – –
CTA
866
Colonial Trust Advisors
South Carolina
$226 – – –
CIP
867
Champlain Investment Partners
Vermont
– -$112M -582,549 Closed
JCM
868
Junto Capital Management
New York
– -$70.4M -367,175 Closed
NC
869
Nitorum Capital
New York
– -$29.4M -153,319 Closed
GF
870
Greenhouse Funds
Maryland
– -$27.9M -145,314 Closed
PI
871
Putnam Investments
Massachusetts
– -$27.2M -141,760 Closed
HAM
872
Honeycomb Asset Management
New York
– -$22.1M -115,000 Closed
BA
873
Bridgewater Associates
Connecticut
– -$14M -73,095 Closed
PCM
874
Prana Capital Management
Connecticut
– -$11.8M -61,451 Closed
ACM
875
Aquatic Capital Management
Illinois
– -$4.68M -24,400 Closed
33 34
35
36 37