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Haleon
HLN

Name Holding Trade Value Shares
Change 		Change in
Stake
FW
301
FirstPurpose Wealth
Utah
$97.6K +$7.57K +887 +8%
JIC
302
Johnson Investment Counsel
Ohio
$97.4K -$11.8K -1,383 -11%
PWM
303
Perigon Wealth Management
California
$97.1K +$725 +85 +0.7%
SC
304
Savant Capital
Illinois
$97K +$98.8K +11,574 New
IF
305
Ironwood Financial
Arizona
$96.4K – – –
SC
306
Saturna Capital
Washington
$96.4K – – –
HW
307
Hancock Whitney
Mississippi
$96K +$97.9K +11,469 New
CCM
308
Coldstream Capital Management
Washington
$95.9K +$905 +106 +0.9%
LGF
309
LGT Group Foundation
Liechtenstein
$94.9K +$96.6K +11,320 New
ACA
310
Anchor Capital Advisors
Massachusetts
$94.8K -$1.88K -220 -2%
TWM
311
Thrive Wealth Management
Pennsylvania
$94.7K -$14.4K -1,687 -13%
PP
312
PDS Planning
Ohio
$94.6K – – –
BIA
313
Bigelow Investment Advisors
Maine
$94.1K – – –
FFM
314
Forum Financial Management
Illinois
$94K -$85 -10 -0.1%
IAA
315
Independent Advisor Alliance
North Carolina
$93.5K -$14.2K -1,662 -13%
WIS
316
Wright Investors Service
Connecticut
$93K +$94.7K +11,102 New
YIH
317
Y-Intercept (HK)
Hong Kong
$92.8K -$438K -51,293 -82%
HA
318
Herold Advisors
New York
$92.5K -$7.37K -864 -7%
TI
319
Tidal Investments
Wisconsin
$91K +$91.1K +10,673 New
DAS
320
Dynamic Advisor Solutions
Arizona
$90.5K +$5.75K +674 +7%
QI
321
Qtron Investments
Massachusetts
$90.5K – – –
V
322
Veritable
Delaware
$89.6K +$3.06K +359 +3%
IAN
323
Integrated Advisors Network
Texas
$89.2K -$17.2K -2,019 -16%
MIS
324
Morningstar Investment Services
Illinois
$88K +$91.8K +10,757 New
ICG
325
InterOcean Capital Group
Tennessee
$86.8K +$1.76K +206 +2%
11 12
13
14 15