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Haleon
HLN

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
526
GHP Investment Advisors
Colorado
$3.58K – – –
PMFA
527
Plante Moran Financial Advisors
Michigan
$3.56K -$7.93K -810 -68%
CSPIA
528
Cary Street Partners Investment Advisory
Virginia
$3.54K -$189K -19,357 -98%
TCG
529
Transcendent Capital Group
Oklahoma
$3.51K – – –
RWM
530
Raffa Wealth Management
District of Columbia
$3.51K +$3.27K +334 +982%
MEG
531
Millstone Evans Group
Colorado
$3.44K +$3.53K +361 New
ADL
532
Asset Dedication LLC
California
$3.4K +$979 +100 +39%
WB
533
Webster Bank
Connecticut
$3.32K – – –
HWM
534
HighMark Wealth Management
Minnesota
$3.22K – – –
MWM
535
Mascoma Wealth Management
New Hampshire
$3.11K +$3.19K +326 New
TFGT
536
TS Financial Group (TSFG)
Illinois
$3K – – –
VHAM
537
Van Hulzen Asset Management
California
$2.91K +$2.98K +305 New
CWC
538
Carolinas Wealth Consulting
North Carolina
$2.9K -$568 -58 -16%
BLC
539
Brown, Lisle/Cummings
Rhode Island
$2.86K – – –
TLCM
540
Twin Lakes Capital Management
California
$2.86K – – –
W
541
WealthCollab
Washington
$2.86K – – –
CFS
542
CGC Financial Services
Oregon
$2.79K – – –
TC
543
Truvestments Capital
Florida
$2.78K – – –
MWA
544
Medallion Wealth Advisors
Connecticut
$2.72K +$2.79K +285 New
BIA
545
Bell Investment Advisors
California
$2.59K – – –
BWAM
546
Boyd Watterson Asset Management
Ohio
$2.58K – – –
SAM
547
Synergy Asset Management
Washington
$2.39K +$2.21K +226 New
UBP
548
Union Bancaire Privee
Switzerland
$2.18K +$2.24K +229 New
OP
549
ORG Partners
Indiana
$2.11K – – –
T
550
Transce3nd
Texas
$2.11K +$2.16K +221 New
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