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Allstate
ALL

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
601
Kingsview Wealth Management
Oregon
$662K +$134K +1,360 +25%
CC
602
Courier Capital
New York
$658K -$49.1K -500 -7%
GH
603
GAM Holding
Switzerland
$658K +$140K +1,420 +26%
RIM
604
Redwood Investment Management
Arizona
$652K -$83.6K -851 -11%
CA
605
Clearstead Advisors
Ohio
$652K +$98 +1 +0%
UR
606
USCA RIA
Texas
$648K – – –
EP
607
Edgestream Partners
New Jersey
$639K +$647K +6,585 New
CF
608
Copperwynd Financial
Arizona
$632K -$82.3K -838 -11%
DC
609
Davenport & Co
Virginia
$629K -$19.9K -203 -3%
FNFDCM
610
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$629K – – –
SW
611
SlateStone Wealth
Florida
$614K -$531K -5,400 -46%
CIM
612
Cambria Investment Management
California
$613K -$130K -1,328 -17%
BCWM
613
Bartlett & Co Wealth Management
Ohio
$611K – – –
9WM
614
9258 Wealth Management
Ohio
$609K -$40.9K -416 -6%
BC
615
Bartlett & Co
Ohio
$607K – – –
NP
616
NorthRock Partners
Minnesota
$604K -$1.87K -19 -0.3%
CNBT
617
Cornerstone National Bank & Trust
Illinois
$603K +$58.5M +595,626 +8,425%
PCM
618
Parsons Capital Management
Rhode Island
$600K – – –
BB
619
Bell Bank
North Dakota
$599K – – –
NFG
620
Nadler Financial Group
Illinois
$594K +$98 +1 +0%
ISWM
621
Independent Solutions Wealth Management
New York
$588K +$287K +2,917 +93%
SC
622
SouthState Corp
Florida
$587K – – –
S
623
Seeyond
France
$586K -$597K -6,078 -50%
FMWA
624
Forvis Mazars Wealth Advisors
Missouri
$583K +$206K +2,101 +54%
BBA
625
BLB&B Advisors
Pennsylvania
$579K -$88.4K -900 -13%
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