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Haleon
HLN

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
326
Global Retirement Partners
California
$166K +$169K +15,977 New
STA
327
Summit Trail Advisors
New York
$165K +$167K +15,872 New
GSEP
328
Golden State Equity Partners
California
$162K +$3.85K +365 +2%
SRC
329
Sage Rhino Capital
California
$161K +$2.84K +269 +2%
CCB
330
Country Club Bank
Missouri
$161K +$22.7K +2,152 +16%
ONB
331
Old National Bancorp
Indiana
$160K -$28.6K -2,709 -15%
FHA
332
Flagship Harbor Advisors
Massachusetts
$159K +$9.31K +883 +6%
CCA
333
Checchi Capital Advisers
California
$158K +$306 +29 +0.2%
CPA
334
Cardiff Park Advisors
California
$154K – – –
ASN
335
Advisory Services Network
Georgia
$153K -$8.65K -820 -5%
WFI
336
West Family Investments
California
$153K -$11.5K -1,086 -7%
NHC
337
Nicholas Hoffman & Company
Georgia
$153K -$7.25K -687 -4%
ESB
338
Essex Savings Bank
Connecticut
$152K -$4.24K -402 -3%
SAI
339
Savvy Advisors Inc
New York
$144K +$146K +13,885 New
AAM
340
Aureus Asset Management
Massachusetts
$143K -$11.9K -1,127 -8%
DOA
341
D'Orazio & Associates
Virginia
$140K +$34K +3,224 +31%
HKAM
342
Horizon Kinetics Asset Management
New York
$140K -$6.23K -591 -4%
BPA
343
Beacon Pointe Advisors
California
$139K -$135K -12,798 -49%
HFP
344
Holistic Financial Partners
Indiana
$136K -$2.69K -255 -2%
AF
345
Allworth Financial
California
$135K +$34.8K +3,302 +34%
OPA
346
Old Port Advisors
Maine
$135K -$39.8K -3,774 -22%
GF
347
Gabelli Funds
New York
$135K – – –
SIM
348
Stratos Investment Management
Ohio
$135K +$137K +12,995 New
EWM
349
Endowment Wealth Management
Wisconsin
$134K -$7.75K -735 -5%
MAM
350
Marotta Asset Management
Virginia
$134K -$38K -3,603 -22%
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14
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