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Allison Transmission
ALSN

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
526
Avion Wealth
Texas
$3K +$485 +4 +13%
CH
527
Cromwell Holdings
Wyoming
$2.93K +$1.33K +11 +73%
WBWA
528
William B. Walkup & Associates
South Carolina
$2.48K +$2.67K +22 New
SIM
529
Synergy Investment Management
Florida
$2.29K +$2.43K +20 New
BBHC
530
Brown Brothers Harriman & Co
New York
$2.25K – – –
CCMI
531
Creative Capital Management Investments
California
$2.25K +$2.43K +20 New
DPW
532
DiNuzzo Private Wealth
Pennsylvania
$2.14K – – –
RWM
533
Rialto Wealth Management
New York
$2.03K – – –
PWA
534
Physician Wealth Advisors
Utah
$2.03K +$1.09K +9 +100%
GA
535
GoalVest Advisory
New York
$2.03K +$2.18K +18 New
WIM
536
Westside Investment Management
California
$1.58K – – –
BHWM
537
Bay Harbor Wealth Management
Maryland
$1.58K +$121 +1 +8%
GFA
538
Godfrey Financial Associates
New York
$1.47K – – –
CIAM
539
Caitong International Asset Management
Hong Kong
$1.47K +$1.58K +13 New
SWM
540
SHP Wealth Management
Massachusetts
$1.38K +$243 +2 +20%
PUI
541
Purpose Unlimited Inc
$1.35K -$1.33K -11 -48%
OCWP
542
Owl Creek Wealth Partners
Colorado
$1.13K – – –
ADL
543
Asset Dedication LLC
California
$1.13K +$1.21K +10 New
BWL
544
Bogart Wealth LLC
Virginia
$1.01K -$1.09K -9 -50%
HIA
545
HFM Investment Advisors
New Jersey
$1.01K +$607 +5 +125%
CPG
546
Cornerstone Planning Group
New Jersey
$833 – – –
UB
547
UMB Bank
Missouri
$789 -$121 -1 -13%
HWP
548
Highline Wealth Partners
California
$451 – – –
HNB
549
Huntington National Bank
Ohio
$451 – – –
CT
550
Clearstead Trust
Maine
$451 +$485 +4 New
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