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Helen of Troy

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
176
Jones Financial Companies
Missouri
$2.16K -$568 -24 -24%
FFO
177
Fortitude Family Office
Arizona
$1.31K +$1.06K +45 New
SN
178
Sittner & Nelson
Oregon
$1.16K – – –
HEIP
179
Hudson Edge Investment Partners
New Jersey
$1.16K +$946 +40 New
PFBT
180
Parkside Financial Bank & Trust
Missouri
$1.02K – – –
HFS
181
Hantz Financial Services
Michigan
$1K – – –
C
182
Covestor
United Kingdom
$1K +$307 +13 +260%
CT
183
Clearstead Trust
Maine
$960 -$331 -14 -30%
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$640 -$520 -22 -50%
FC
185
Financial Consulate
Maryland
$640 +$520 +22 New
UBS AM
186
UBS AM
Illinois
$581 – – –
TFA
187
Transamerica Financial Advisors
Florida
$552 – – –
JWM
188
JPL Wealth Management
Colorado
$495 +$260 +11 +183%
PWA
189
Physician Wealth Advisors
Utah
$407 +$331 +14 New
ADL
190
Asset Dedication LLC
California
$349 – – –
QC
191
Quent Capital
New York
$203 -$237 -10 -59%
AAS
192
Ameritas Advisory Services
Nebraska
$203 +$166 +7 New
GRP
193
Global Retirement Partners
California
$174 +$142 +6 New
BIA
194
Bell Investment Advisors
California
$146 – – –
WA
195
WPG Advisers
Maryland
$145 – – –
SAM
196
Smartleaf Asset Management
Massachusetts
$115 – – –
FGP
197
Freestone Grove Partners
California
$87 – – –
RWM
198
Raffa Wealth Management
District of Columbia
$58 – – –
GEA
199
Glen Eagle Advisors
New Jersey
$58 +$47 +2 New
NSIM
200
North Star Investment Management
Illinois
$29 – – –