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Haleon
HLN

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
501
Planned Solutions
California
$4.66K +$4.25K +440 New
BWL
502
Bogart Wealth LLC
Virginia
$4.5K – – –
FCAS
503
First Command Advisory Services
Texas
$4.47K -$1.45K -150 -26%
BCMLT
504
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.46K +$1.56K +161 +62%
PWA
505
Provenance Wealth Advisors
Florida
$4.41K – – –
AIM
506
Anchor Investment Management
South Carolina
$4.23K – – –
AT
507
Arlington Trust
Alabama
$4.23K – – –
NCM
508
Northwest Capital Management
Oregon
$4.23K – – –
VAMG
509
Voisard Asset Management Group
Michigan
$4.23K – – –
BC
510
Broadwater Capital
Massachusetts
$3.97K – – –
GIA
511
GHP Investment Advisors
Colorado
$3.97K – – –
TCG
512
Transcendent Capital Group
Oklahoma
$3.89K -$1.85K -191 -34%
CWC
513
Carolinas Wealth Consulting
North Carolina
$3.83K +$3.5K +362 New
VWM
514
Venturi Wealth Management
Texas
$3.75K +$3.42K +354 New
WB
515
Webster Bank
Connecticut
$3.68K – – –
HWM
516
HighMark Wealth Management
Minnesota
$3.57K +$10 +1 +0.3%
TIM
517
Thompson Investment Management
Wisconsin
$3.17K – – –
TLCM
518
Twin Lakes Capital Management
California
$3.17K – – –
W
519
WealthCollab
Washington
$3.17K – – –
AWM
520
Avior Wealth Management
Nebraska
$3.17K +$2.42K +250 +500%
BLC
521
Brown, Lisle/Cummings
Rhode Island
$3.17K +$2.9K +300 New
CFS
522
CGC Financial Services
Oregon
$3.1K – – –
TC
523
Truvestments Capital
Florida
$3.08K +$2.81K +291 New
TFGT
524
TS Financial Group (TSFG)
Illinois
$3K – – –
CAL
525
Capital Analysts LLC
Pennsylvania
$3K +$10 +1 +0.4%
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