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Allison Transmission
ALSN

Name Holding Trade Value Shares
Change 		Change in
Stake
FPF
526
First Pacific Financial
Washington
$2.11K +$2.04K +18 New
BWL
527
Bogart Wealth LLC
Virginia
$2.11K +$341 +3 +20%
IWS
528
Intentional Wealth Strategies
Colorado
$2.11K +$2.04K +18 New
CH
529
Cromwell Holdings
Wyoming
$1.76K +$568 +5 +50%
WIM
530
Westside Investment Management
California
$1.64K – – –
BWA
531
Basecamp Wealth Advisors
Washington
$1.52K -$3.07K -27 -68%
GFA
532
Godfrey Financial Associates
New York
$1.52K – – –
BHWM
533
Bay Harbor Wealth Management
Maryland
$1.52K +$454 +4 +44%
CA
534
Clearstead Advisors
Ohio
$1.17K -$682 -6 -38%
PWAM
535
Private Wealth Asset Management
Iowa
$1.17K – – –
OCWP
536
Owl Creek Wealth Partners
Colorado
$1.17K +$1.14K +10 New
SWM
537
SHP Wealth Management
Massachusetts
$1.17K +$568 +5 +100%
PWA
538
Physician Wealth Advisors
Utah
$1.05K +$1.02K +9 New
UB
539
UMB Bank
Missouri
$936 +$454 +4 +100%
CPG
540
Cornerstone Planning Group
New Jersey
$892 – – –
TPWA
541
Twin Peaks Wealth Advisors
California
$819 +$795 +7 New
RS
542
Rakuten Securities
Japan
$585 -$227 -2 -29%
HIA
543
HFM Investment Advisors
New Jersey
$468 – – –
HWP
544
Highline Wealth Partners
California
$468 – – –
HNB
545
Huntington National Bank
Ohio
$468 – – –
MCM
546
Manchester Capital Management
Vermont
$235 -$227 -2 -50%
QWM
547
Quaker Wealth Management
New Jersey
$235 – – –
WETS
548
Wealth Enhancement Trust Services
South Dakota
$234 – – –
CW
549
Curio Wealth
Maryland
$234 +$227 +2 New
HFS
550
Hughes Financial Services
Virginia
$234 +$227 +2 New
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