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Allstate
ALL

Name Holding Trade Value Shares
Change 		Change in
Stake
PWLP
751
Prio Wealth Limited Partnership
Massachusetts
$235K – – –
SFA
752
Sequoia Financial Advisors
Ohio
$234K +$232K +2,374 New
IUHSA
753
Itau Unibanco Holding S.A.
Brazil
$232K -$461K -4,725 -67%
NHC
754
Nicholas Hoffman & Company
Georgia
$232K -$19.1K -196 -8%
CFA
755
Carroll Financial Associates
North Carolina
$232K +$98 +1 +0%
RWP
756
RWA Wealth Partners
Massachusetts
$230K – – –
JIP
757
Jaffetilchin Investment Partners
Florida
$230K +$683 +7 +0.3%
MIA
758
MainStreet Investment Advisors
Illinois
$229K -$1.36K -14 -0.6%
PCAP
759
Pratt Collard Advisory Partners
New York
$228K – – –
SFS
760
Strategic Financial Services
New York
$227K +$224K +2,300 New
IIC
761
Integrated Investment Consultants
Michigan
$224K – – –
VF
762
Virtu Financial
New York
$224K +$221K +2,267 New
LI
763
Lafayette Investments
Maryland
$223K – – –
BCM
764
Beddow Capital Management
Wyoming
$222K – – –
FIA
765
Foundations Investment Advisors
Arizona
$222K +$1.07K +11 +0.5%
NB
766
NBT Bank
New York
$221K -$70.6K -724 -24%
MCM
767
Manchester Capital Management
Vermont
$221K – – –
RG
768
Renaissance Group
Kentucky
$220K -$9.07K -93 -4%
FFA
769
First Foundation Advisors
California
$218K +$216K +2,210 New
HSA
770
HBK Sorce Advisory
Pennsylvania
$217K -$3.02K -31 -1%
IWC
771
Integrated Wealth Concepts
Massachusetts
$217K +$975 +10 +0.5%
GP
772
Geneva Partners
Wisconsin
$216K -$125K -1,280 -37%
DT
773
Diversified Trust
Tennessee
$216K +$214K +2,191 New
CCMW
774
Cypress Capital Management (Wyoming)
Wyoming
$213K +$9.75K +100 +5%
MSFP
775
Mark Sheptoff Financial Planning
Connecticut
$212K +$39K +400 +23%
29 30
31
32 33