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Allstate
ALL

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
726
Carroll Financial Associates
North Carolina
$236K -$25.1K -276 -10%
MA
727
Montag & Associates
Georgia
$235K – – –
FMWA
728
Forvis Mazars Wealth Advisors
Missouri
$233K -$4.73K -52 -2%
TBNY
729
Trustco Bank (New York)
New York
$229K – – –
NPC
730
National Planning Corporation
California
$228K -$155K -1,706 -41%
AI
731
Atria Investments
North Carolina
$223K +$220K +2,421 New
FIB
732
First Interstate Bank
Montana
$222K -$19.6K -216 -8%
DA
733
Denali Advisors
California
$221K -$500K -5,500 -70%
SFSG
734
Stearns Financial Services Group
North Carolina
$220K -$26.8K -295 -11%
BAS
735
Brown Advisory Securities
Maryland
$216K +$364 +4 +0.2%
PFS
736
Prospera Financial Services
Texas
$214K -$4.46K -49 -2%
NL
737
NWAM LLC
Washington
$214K +$212K +2,330 New
CPIG
738
Chicago Partners Investment Group
Illinois
$211K -$209K -2,300 -50%
TC
739
Trust Company
Kansas
$210K -$16.8K -185 -7%
IIC
740
Integrated Investment Consultants
Michigan
$209K -$19.4K -213 -9%
TCM
741
Tufton Capital Management
Maryland
$209K – – –
HIS
742
Horizon Investment Services
Indiana
$209K +$207K +2,272 New
RWP
743
RWA Wealth Partners
Massachusetts
$209K +$207K +2,276 New
LI
744
Lafayette Investments
Maryland
$208K +$205K +2,259 New
BCM
745
Beddow Capital Management
Wyoming
$207K +$205K +2,250 New
KWM
746
Kingsview Wealth Management
Oregon
$205K -$26.5K -291 -12%
PA
747
Pinnacle Associates
New York
$205K -$13.5K -149 -6%
FPFS
748
First Personal Financial Services
North Carolina
$205K – – –
MCM
749
Manchester Capital Management
Vermont
$205K – – –
BW
750
Bison Wealth
Georgia
$204K +$202K +2,217 New
28 29
30
31 32