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Allstate
ALL

Name Holding Trade Value Shares
Change 		Change in
Stake
CPBTD
601
Central Pacific Bank - Trust Division
Hawaii
$988K +$904K +5,726 New
AG
602
AlTi Global
New York
$985K +$351K +2,226 +65%
TPI
603
Trust Point Inc
Wisconsin
$977K -$17K -108 -2%
RBC
604
Romano Brothers & Co
Illinois
$976K – – –
PI
605
PFG Investments
New York
$973K +$888K +5,623 New
SCA
606
Snowden Capital Advisors
New York
$972K +$210K +1,328 +31%
AWM
607
Apollon Wealth Management
South Carolina
$962K -$133K -845 -13%
WWP
608
WR Wealth Planners
Missouri
$959K +$33.8K +214 +4%
AAS
609
Annex Advisory Services
Wisconsin
$958K +$471K +2,983 +117%
TCA
610
Transcend Capital Advisors
New Jersey
$957K -$57.9K -367 -6%
LNC
611
Lincoln National Corp
Pennsylvania
$955K +$60.8K +385 +7%
BFG
612
Bleakley Financial Group
New Jersey
$952K +$80.7K +511 +10%
SYBT
613
Stock Yards Bank & Trust
Kentucky
$949K -$35.4K -224 -4%
SW
614
Simplicity Wealth
New Jersey
$947K +$864K +5,472 New
SCTC
615
Sanibel Captiva Trust Company
Florida
$947K – – –
SIA
616
SeaBridge Investment Advisors
New Jersey
$945K – – –
BC
617
Bowman & Company
Wisconsin
$931K -$24.6K -156 -3%
MCWA
618
Meadow Creek Wealth Advisors
Georgia
$931K -$474 -3 -0.1%
AF
619
Advisornet Financial
Minnesota
$929K -$2.21K -14 -0.3%
KA
620
Kintegral Advisory
New York
$924K -$2.68K -17 -0.3%
BPFA
621
Barnes Pettey Financial Advisors
Mississippi
$923K – – –
MWM
622
Mission Wealth Management
California
$923K +$66.9K +424 +9%
LPT
623
Legacy Private Trust
Wisconsin
$913K +$37.4K +237 +5%
WTC
624
WhitTier Trust Company
Nevada
$908K – – –
AC
625
AXQ Capital
New Jersey
$900K +$821K +5,200 New
23 24
25
26 27