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Name Holding Trade Value Shares
Change
Change in
Stake
HIM
1876
Hanlon Investment Management
New Jersey
$229K – – –
KLWA
1877
Kelly Lawrence W & Associates
California
$229K – – –
M
1878
MOTCO
Texas
$229K +$12.8K +53 +6%
BG
1879
Bahl & Gaynor
Ohio
$228K – – –
RW
1880
REDW Wealth
New Mexico
$228K – – –
SNB
1881
Security National Bank
Nebraska
$228K – – –
TF
1882
Trek Financial
Arizona
$228K +$9.67K +40 +4%
FMP
1883
Financial Management Professionals
Texas
$228K +$12.3K +51 +6%
LD
1884
Lipe & Dalton
New York
$227K – – –
TCM
1885
Triumph Capital Management
Colorado
$227K +$245K +1,013 New
BFA
1886
Beacon Financial Advisory
Ohio
$226K +$24.2K +100 +12%
TFGT
1887
TS Financial Group (TSFG)
Illinois
$226K +$24.2K +100 +12%
GGS
1888
Galvin Gaustad & Stein
Arizona
$226K +$228K +944 New
4WM
1889
44 Wealth Management
Oregon
$225K -$4.59K -19 -2%
BST
1890
Bath Savings Trust
Maine
$225K – – –
NCM
1891
Nelson Capital Management
California
$225K – – –
VBFG
1892
Vishria Bird Financial Group
Tennessee
$224K – – –
GWM
1893
GSB Wealth Management
Connecticut
$223K -$42.5K -176 -16%
ODG
1894
O'Dell Group
Ohio
$223K -$9.67K -40 -4%
BPCE
1895
Bank Pictet & Cie (Europe)
Germany
$223K – – –
TFS
1896
TrustCore Financial Services
Tennessee
$223K +$6.53K +27 +3%
VCM
1897
Vision Capital Management
Oregon
$222K +$242 +1 +0.1%
ATFA
1898
All Terrain Financial Advisors
Minnesota
$222K +$30.2K +125 +16%
BCM
1899
Breiter Capital Management
Florida
$222K +$224K +925 New
CCT
1900
Capital City Trust
Florida
$221K -$60.9K -252 -22%