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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1101
Brendel Financial Advisors
New Hampshire
$238K +$239K +4,197 New
MFS
1102
Madrona Financial Services
Washington
$238K +$239K +4,200 New
YIA
1103
YHB Investment Advisors
Connecticut
$237K -$5.3K -93 -2%
HGERS
1104
Householder Group Estate & Retirement Specialist
Arizona
$237K +$238K +4,173 New
AC
1105
Avestar Capital
New York
$236K -$69.8K -1,225 -23%
FM
1106
Family Management
New York
$236K – – –
Northeast Financial Consultants
1107
Northeast Financial Consultants
Connecticut
$236K – – –
Western Wealth Management
1108
Western Wealth Management
Colorado
$236K +$237K +4,165 New
Bahl & Gaynor
1109
Bahl & Gaynor
Ohio
$235K -$6.3M -110,548 -96%
First National Bank of Omaha
1110
First National Bank of Omaha
Nebraska
$235K -$5.7K -100 -2%
XS
1111
XR Securities
Illinois
$235K +$236K +4,142 New
TC
1112
Trust Company
Kansas
$234K +$19.4K +341 +9%
FHB
1113
First Hawaiian Bank
Hawaii
$233K -$189K -3,308 -45%
TIA
1114
Tiemann Investment Advisors
California
$233K +$234K +4,108 New
TCM
1115
Triumph Capital Management
Colorado
$231K -$57.4K -1,006 -20%
PFM
1116
Parsec Financial Management
North Carolina
$231K +$232K +4,069 New
MMPW
1117
Mitchell McLeod Pugh & Williams
Alabama
$229K – – –
YWP
1118
YorkBridge Wealth Partners
New York
$229K – – –
RCM
1119
Requisite Capital Management
Texas
$228K – – –
CreativeOne Wealth
1120
CreativeOne Wealth
Kansas
$228K +$230K +4,026 New
EHAM
1121
Eagle Harbor Asset Management
Washington
$228K +$229K +4,011 New
CWG
1122
Crown Wealth Group
North Carolina
$227K +$229K +4,008 New
WFMPM
1123
Woodley Farra Manion Portfolio Management
Indiana
$225K – – –
WI
1124
Wintrust Investments
Illinois
$225K +$226K +3,966 New
AWM
1125
Affinity Wealth Management
Delaware
$224K -$95.8K -1,680 -31%