Abner Herrman & Brock’s Bristow Group VTOL Stock Holding History

Abner Herrman & Brock’s Portfolio VTOL Stock Details VTOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$239K	Hold	5,790	–	–	0.02%	101
2026 Q1	$271K	Hold	5,790	–	–	0.03%	90
2025 Q4	$212K	Hold	5,790	–	–	0.02%	108
2025 Q3	$209K	Buy	+5,790	New	+$212K	0.02%	108
2024 Q4	–	Sell	-5,790	Closed	-$201K	–	90
2024 Q3	$201K	Buy	+5,790	New	+$209K	0.02%	91

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Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Perennial Advisors New York $649M AUM 23.36% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Torren Management San Diego, California $197M AUM