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Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
HI
626
Human Investing
Oregon
$912K +$826K +6,583 New
TPCW
627
TD Private Client Wealth
New York
$909K +$32.1K +256 +4%
CA
628
Clearstead Advisors
Ohio
$906K +$1K +8 +0.1%
JFGIW
629
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$902K +$29.6K +236 +4%
PAS
630
Park Avenue Securities
New York
$892K +$211K +1,681 +35%
LFAS
631
Level Four Advisory Services
Texas
$890K +$357K +2,847 +80%
CBTWT
632
Community Bank & Trust (Waco, Texas)
Texas
$880K +$10.3K +82 +1%
BPFA
633
Barnes Pettey Financial Advisors
Mississippi
$874K – – –
Bessemer Group
634
Bessemer Group
New Jersey
$865K +$72.2K +575 +10%
ACM
635
Azimuth Capital Management
Michigan
$859K -$62.8K -500 -7%
CW
636
CreativeOne Wealth
Kansas
$857K -$52.6K -419 -6%
PCM
637
Parsons Capital Management
Rhode Island
$857K – – –
CNC
638
Canandaigua National Corp
New York
$854K -$62.8K -500 -8%
BB
639
Bell Bank
North Dakota
$845K -$10.7K -85 -1%
AWM
640
Avior Wealth Management
Nebraska
$841K – – –
FTDI
641
First Trust Direct Indexing
Massachusetts
$836K -$1.38K -11 -0.2%
BCV
642
Banque Cantonale Vaudoise
Switzerland
$831K – – –
AAS
643
Ameritas Advisory Services
Nebraska
$830K +$61.5K +490 +9%
CA
644
Cetera Advisors
Colorado
$818K -$33.4K -266 -4%
IAN
645
Integrated Advisors Network
Texas
$815K +$8.79K +70 +1%
WCM
646
Windsor Capital Management
Arizona
$813K +$23K +183 +3%
ETC
647
Exchange Traded Concepts
Oklahoma
$813K +$161K +1,281 +28%
FA
648
FDx Advisors
Illinois
$812K +$89.9K +716 +14%
OFS
649
Orrstown Financial Services
Pennsylvania
$808K -$80.7K -643 -10%
EF
650
Empirical Finance
Pennsylvania
$806K +$71.4K +569 +11%