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Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
HIG
701
Heritage Investment Group
Florida
$525K
VFA
702
Valeo Financial Advisors
Indiana
$521K +$116K +890 +31%
BAMF
703
BI Asset Management Fondsmaeglerselskab
Denmark
$521K
DCM
704
Dudley Capital Management
Virginia
$517K
AWM
705
Avior Wealth Management
Nebraska
$516K -$150K -1,148 -24%
NFG
706
Nadler Financial Group
Illinois
$513K -$14.3K -110 -3%
Focus Partners Wealth
707
Focus Partners Wealth
Massachusetts
$513K +$478K +3,666 New
AWS
708
Atria Wealth Solutions
New York
$512K -$71.5K -548 -13%
SAG
709
SageView Advisory Group
California
$510K +$425K +3,257 New
NAS
710
Nicolet Advisory Services
Wisconsin
$508K -$1.17K -9 -0.3%
CI
711
CX Institutional
Indiana
$508K -$64.8K -497 -12%
GLA
712
Good Life Advisors
Pennsylvania
$507K +$130 +1 +0%
WIA
713
Wetzel Investment Advisors
Indiana
$504K +$470K +3,602 New
BOS
714
Bank of Stockton
California
$503K -$6.52K -50 -2%
IAMOG
715
Investors Asset Management of Georgia
Georgia
$501K -$52.2K -400 -10%
SC
716
SouthState Corp
Florida
$496K
IBOK
717
Independence Bank of Kentucky
Kentucky
$493K -$32.6K -250 -7%
GM
718
GeoWealth Management
Illinois
$493K +$459K +3,521 New
EIP
719
Epoch Investment Partners
New York
$492K -$389K -2,985 -46%
CSIC
720
Clifford Swan Investment Counsel
California
$492K
AC
721
AlphaCore Capital
California
$492K -$6.26K -48 -1%
AFG
722
Allegheny Financial Group
Pennsylvania
$488K +$1.96K +15 +0.4%
HI
723
Hoey Investments
Pennsylvania
$487K -$83.3K -639 -16%
AIA
724
Angeles Investment Advisors
California
$486K +$3.39K +26 +0.8%
AG
725
AlTi Global
New York
$484K +$448K +3,435 New