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Haleon
HLN

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
451
Institute for Wealth Management
Colorado
$18.1K +$18.1K +1,944 New
EFMH
452
E Fund Management (HK)
Hong Kong
$17.6K +$4.46K +480 +34%
CPG
453
Cornerstone Planning Group
New Jersey
$16.8K +$2.33K +251 +17%
ST
454
Smithfield Trust
Pennsylvania
$16K – – –
WBC
455
West Branch Capital
Massachusetts
$16K – – –
AA
456
Ancora Advisors
Ohio
$16K -$26.4K -2,845 -62%
GEA
457
Glen Eagle Advisors
New Jersey
$15.7K +$3.72K +400 +31%
PIP
458
Philadelphia Investment Partners
New Jersey
$15.5K – – –
FCAS
459
First Command Advisory Services
Texas
$15K +$2.86K +308 +24%
QWM
460
Quaker Wealth Management
New Jersey
$14.9K +$14.8K +1,592 New
HHCP
461
Hilton Head Capital Partners
South Carolina
$13.5K -$1.86K -200 -12%
SEP
462
Signature Equity Partners
Ohio
$13.2K +$2.01K +216 +18%
CA
463
CoreCap Advisors
Michigan
$13.1K – – –
CAM
464
Costello Asset Management
Pennsylvania
$13.1K – – –
USB
465
Union Savings Bank
Connecticut
$12.4K – – –
PCA
466
Providence Capital Advisors
North Carolina
$12.1K +$12K +1,292 New
CMP
467
Coston McIsaac & Partners
Maine
$12K – – –
BGAI
468
Bruce G. Allen Investments
Colorado
$11.8K -$511 -55 -4%
TWD
469
True Wealth Design
Ohio
$11.6K +$6.09K +655 +112%
IBOK
470
Independence Bank of Kentucky
Kentucky
$11.5K – – –
APFP
471
Action Point Financial Planning
Michigan
$11.2K +$11.1K +1,197 New
NSIM
472
North Star Investment Management
Illinois
$11K -$3.02K -325 -22%
RBC
473
Roble Belko & Company
Pennsylvania
$11K – – –
BCWM
474
Bartlett & Co Wealth Management
Ohio
$10.2K – – –
MHR
475
Matthew Hamilton Rosenberg
$10.2K – – –
17 18
19
20 21