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Allison Transmission

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
526
Bell Investment Advisors
California
$3.38K – – –
SEP
527
Signature Equity Partners
Ohio
$3.09K – – –
GG
528
Gleason Group
Kentucky
$3.04K +$3.28K +27 New
AW
529
Avion Wealth
Texas
$3K +$485 +4 +13%
CH
530
Cromwell Holdings
Wyoming
$2.93K +$1.33K +11 +73%
WBWA
531
William B. Walkup & Associates
South Carolina
$2.48K +$2.67K +22 New
SIM
532
Synergy Investment Management
Florida
$2.29K +$2.43K +20 New
BBHC
533
Brown Brothers Harriman & Co
New York
$2.25K – – –
CCMI
534
Creative Capital Management Investments
California
$2.25K +$2.43K +20 New
DPW
535
DiNuzzo Private Wealth
Pennsylvania
$2.14K – – –
RWM
536
Rialto Wealth Management
New York
$2.03K – – –
PWA
537
Physician Wealth Advisors
Utah
$2.03K +$1.09K +9 +100%
GA
538
GoalVest Advisory
New York
$2.03K +$2.18K +18 New
WIM
539
Westside Investment Management
California
$1.58K – – –
BHWM
540
Bay Harbor Wealth Management
Maryland
$1.58K +$121 +1 +8%
GFA
541
Godfrey Financial Associates
New York
$1.47K – – –
CIAM
542
Caitong International Asset Management
Hong Kong
$1.47K +$1.58K +13 New
SWM
543
SHP Wealth Management
Massachusetts
$1.38K +$243 +2 +20%
PUI
544
Purpose Unlimited Inc
$1.35K -$1.33K -11 -48%
OCWP
545
Owl Creek Wealth Partners
Colorado
$1.13K – – –
ADL
546
Asset Dedication LLC
California
$1.13K +$1.21K +10 New
BWL
547
Bogart Wealth LLC
Virginia
$1.01K -$1.09K -9 -50%
HIA
548
HFM Investment Advisors
New Jersey
$1.01K +$607 +5 +125%
CPG
549
Cornerstone Planning Group
New Jersey
$833 – – –
UB
550
UMB Bank
Missouri
$789 -$121 -1 -13%