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Haleon
HLN

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
401
Spire Wealth Management
Virginia
$41.9K +$3.42K +360 +10%
HCM
402
Hollencrest Capital Management
California
$40.1K – – –
RA
403
Ransom Advisory
Rhode Island
$38.6K +$7.79K +819 +27%
IA
404
IFP Advisors
Florida
$38.4K +$5.77K +607 +19%
AA
405
Addison Advisors
Vermont
$37K -$7.99K -841 -19%
TCOT
406
Trust Company of Toledo
Ohio
$36.1K – – –
BC
407
Barrett & Company
Rhode Island
$35.4K – – –
GKIM
408
GW&K Investment Management
Massachusetts
$35K – – –
CNBTD
409
Citizens National Bank Trust Department
Mississippi
$33.1K – – –
RIL
410
Rothschild Investment LLC
Illinois
$32K +$1.29K +136 +4%
GBT
411
Grove Bank & Trust
Florida
$30.4K – – –
PFBT
412
Parkside Financial Bank & Trust
Missouri
$28.8K +$13.6K +1,433 +101%
EB
413
Eastern Bank
Massachusetts
$28.7K +$5.7K +600 +27%
FMTCOCP
414
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$28K – – –
CSB
415
City State Bank
Iowa
$27.9K – – –
POIA
416
Pin Oak Investment Advisors
Texas
$26K – – –
JWA
417
JFS Wealth Advisors
Pennsylvania
$25.9K -$124 -13 -0.5%
VR
418
Vision Retirement
New Jersey
$24.4K +$23K +2,418 New
EI
419
EFG International
$23.3K +$21.9K +2,305 New
SC
420
Stephens Consulting
Michigan
$22.4K +$19K +2,000 +930%
ACA
421
Atlas Capital Advisors
Wyoming
$20.9K +$19.7K +2,069 New
GK
422
Graney & King
New York
$20.2K – – –
RFP
423
Root Financial Partners
California
$20.2K +$4.32K +454 +29%
MA
424
Montag & Associates
Georgia
$20.2K -$970 -102 -5%
BFPW
425
BOK Financial Private Wealth
Colorado
$20.2K – – –
15 16
17
18 19