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Allstate
ALL

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
751
Gladstone Institutional Advisory
Florida
$553K +$501K +3,990 New
CG
752
Caprock Group
Idaho
$549K +$85.7K +683 +21%
S
753
SignatureFD
Georgia
$547K +$75.2K +599 +18%
NAS
754
Nicolet Advisory Services
Wisconsin
$544K +$502 +4 +0.1%
IP
755
Investment Partners
Ohio
$540K +$753 +6 +0.2%
SC
756
SouthState Corp
Florida
$539K +$4.52K +36 +0.9%
BAM
757
Blueshift Asset Management
New Jersey
$539K +$488K +3,888 New
PFGIA
758
Patriot Financial Group Insurance Agency
Massachusetts
$533K -$26.4K -210 -5%
N
759
Natixis
France
$531K -$19.7M -156,732 -98%
PA
760
Profund Advisors
Maryland
$529K -$17.6K -140 -4%
EH
761
Equitable Holdings
New York
$526K +$879 +7 +0.2%
CCA
762
Checchi Capital Advisers
California
$526K +$32.9K +262 +7%
WS
763
Wedbush Securities
California
$525K -$96.9K -772 -17%
GRP
764
Global Retirement Partners
California
$524K +$510K +4,066 New
SIP
765
Stoneridge Investment Partners
Pennsylvania
$521K -$5.23M -41,675 -92%
HIG
766
Heritage Investment Group
Florida
$520K +$30.1K +240 +7%
GCM
767
Gibraltar Capital Management
Oklahoma
$518K -$5.52K -44 -1%
GWM
768
Geneos Wealth Management
Colorado
$516K -$126K -1,003 -21%
LW
769
Linscomb Wealth
Texas
$513K -$780K -6,211 -63%
FTC
770
Farmers Trust Company
Ohio
$512K – – –
GW
771
GW & Wade
Massachusetts
$511K +$18.5K +147 +4%
APP
772
Avantax Planning Partners
Iowa
$506K +$6.28K +50 +1%
AFM
773
Andesa Financial Management
Pennsylvania
$506K +$458K +3,651 New
APG
774
Abacus Planning Group
South Carolina
$503K – – –
BCP
775
Berkeley Capital Partners
Georgia
$503K +$456K +3,631 New
29 30
31
32 33