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Haleon
HLN

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
351
Endowment Wealth Management
Wisconsin
$99.4K – – –
DCM
352
Dimension Capital Management
Florida
$99.3K +$97.7K +11,693 New
IF
353
Ironwood Financial
Arizona
$97.7K – – –
SC
354
Saturna Capital
Washington
$97.6K – – –
FFO
355
Fiduciary Family Office
Florida
$97.6K +$618 +74 +0.6%
SCP
356
Sivia Capital Partners
California
$96.6K +$485 +58 +0.5%
PTC
357
Private Trust Company
Ohio
$96K +$14K +1,672 +17%
BW
358
Bison Wealth
Georgia
$94.5K – – –
EM
359
Excalibur Management
Massachusetts
$93.8K -$3.34K -400 -3%
ESB
360
Essex Savings Bank
Connecticut
$92.7K – – –
IC
361
IEQ Capital
California
$92.1K +$90.7K +10,852 New
QI
362
Qtron Investments
Massachusetts
$91.7K – – –
BSW
363
Buckingham Strategic Wealth
Missouri
$91.6K -$13.6K -1,628 -13%
BB
364
Busey Bank
Illinois
$91.6K -$376 -45 -0.4%
DFG
365
Delta Financial Group
New Jersey
$91K -$1.67K -200 -2%
QPWM
366
Quadrant Private Wealth Management
Pennsylvania
$90.2K -$16.5K -1,969 -16%
AWM
367
Avior Wealth Management
Nebraska
$90K +$88.6K +10,600 New
AFG
368
Atomi Financial Group
New York
$89.2K +$87.8K +10,507 New
MNBTD
369
Moody National Bank Trust Division
Texas
$88.5K +$87.1K +10,427 New
HWM
370
HB Wealth Management
Georgia
$87.2K +$85.8K +10,267 New
ICG
371
InterOcean Capital Group
Tennessee
$86.1K -$844 -101 -1%
WFI
372
West Family Investments
California
$85.1K +$83.7K +10,019 New
BG
373
Bollard Group
Massachusetts
$85K – – –
GA
374
GFS Advisors
Texas
$85K – – –
CFGS
375
Concourse Financial Group Securities
Alabama
$84.6K -$7.66K -916 -9%
13 14
15
16 17