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Allstate
ALL

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
726
Avantax Planning Partners
Iowa
$285K +$28.5K +292 +12%
LW
727
Linscomb Wealth
Texas
$284K +$195 +2 +0.1%
MA
728
Montag & Associates
Georgia
$284K +$14.7K +150 +6%
LFA
729
Legacy Financial Advisors
Kentucky
$282K +$1.27K +13 +0.5%
CGL
730
Clarius Group LLC
Washington
$279K +$268K +2,745 New
WAM
731
Wealthspire Advisors (Maryland)
Maryland
$278K -$8.4K -86 -3%
WGCA
732
Wolf Group Capital Advisors
Virginia
$277K -$51.8K -530 -16%
FMWA
733
Forvis Mazars Wealth Advisors
Missouri
$276K -$8.3K -85 -3%
SC
734
Scotia Capital
Ontario, Canada
$276K -$5.37K -55 -2%
GVAG
735
Great Valley Advisor Group
Delaware
$272K – – –
WS
736
Wedbush Securities
California
$270K +$14K +143 +6%
IWC
737
Integrated Wealth Concepts
Massachusetts
$269K +$50.1K +513 +22%
CWM
738
Chesapeake Wealth Management
Virginia
$268K -$34.2K -350 -12%
S
739
SignatureFD
Georgia
$266K -$13.4K -137 -5%
BRWA
740
B. Riley Wealth Advisors
Florida
$266K +$1.56K +16 +0.6%
FBC
741
Fairfield, Bush & Co
Connecticut
$264K – – –
AW
742
Alpha Windward
Massachusetts
$262K +$782 +8 +0.3%
AFM
743
Andesa Financial Management
Pennsylvania
$258K -$233K -2,389 -49%
MIA
744
MainStreet Investment Advisors
Illinois
$257K +$247K +2,526 New
CFA
745
Carroll Financial Associates
North Carolina
$255K +$14.7K +150 +6%
FCB
746
First Command Bank
Texas
$254K -$48.9K -500 -17%
FCFS
747
First Command Financial Services
Texas
$254K -$48.9K -500 -17%
FMLI
748
Fukoku Mutual Life Insurance
Japan
$254K – – –
GH
749
GAM Holding
Switzerland
$253K -$960K -9,821 -80%
TC
750
TownSquare Capital
Utah
$251K -$2.44K -25 -1%
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