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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
851
Baystate Wealth Management
Massachusetts
$1.82K – – –
BWM
852
BerganKDV Wealth Management
Minnesota
$1.81K – – –
AWM
853
Avior Wealth Management
Nebraska
$1.81K – – –
NSIM
854
North Star Investment Management
Illinois
$1.36K – – –
CWC
855
Carolinas Wealth Consulting
North Carolina
$1.13K – – –
NMG
856
New Millennium Group
Utah
$1.13K – – –
BAM
857
Bellevue Asset Management
Washington
$1.13K +$1.05K +5 New
M
858
MOTCO
Texas
$1.13K +$1.05K +5 New
CA
859
Centerpoint Advisors
Massachusetts
$1K – – –
TFA
860
Transamerica Financial Advisors
Florida
$1K – – –
TWD
861
True Wealth Design
Ohio
$905 +$210 +1 +33%
MA
862
MCF Advisors
Kentucky
$679 – – –
ANBT
863
American National Bank & Trust
Texas
$678 – – –
DWA
864
Delos Wealth Advisors
Texas
$453 – – –
FSWA
865
Financial Synergies Wealth Advisors
Texas
$453 – – –
BCMLT
866
Beacon Capital Management LLC (Tennessee)
Tennessee
$452 – – –
CTA
867
Colonial Trust Advisors
South Carolina
$226 – – –
CIP
868
Champlain Investment Partners
Vermont
– -$112M -582,549 Closed
JCM
869
Junto Capital Management
New York
– -$70.4M -367,175 Closed
NC
870
Nitorum Capital
New York
– -$29.4M -153,319 Closed
GF
871
Greenhouse Funds
Maryland
– -$27.9M -145,314 Closed
PI
872
Putnam Investments
Massachusetts
– -$27.2M -141,760 Closed
HAM
873
Honeycomb Asset Management
New York
– -$22.1M -115,000 Closed
BA
874
Bridgewater Associates
Connecticut
– -$14M -73,095 Closed
PCM
875
Prana Capital Management
Connecticut
– -$11.8M -61,451 Closed
33 34
35
36 37