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Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
751
Institute for Wealth Management
Colorado
$343K +$23.6K +208 +7%
TA
752
Tiedemann Advisors
New York
$343K -$454 -4 -0.1%
AC
753
Apella Capital
Connecticut
$343K +$357K +3,144 New
NP
754
NorthRock Partners
Minnesota
$338K +$12.7K +112 +4%
OWP
755
Obermeyer Wealth Partners
Colorado
$338K
TAM
756
Trust Asset Management
Texas
$336K
PA
757
Profund Advisors
Maryland
$334K -$6.24K -55 -2%
SL
758
Sentry LLC
Tennessee
$334K
DTL
759
Dynamic Technology Lab
Singapore
$334K +$347K +3,061 New
YC
760
Yarbrough Capital
Tennessee
$333K +$346K +3,054 New
RCM
761
RB Capital Management
Nevada
$331K +$3.86K +34 +1%
APP
762
Avantax Planning Partners
Iowa
$329K -$5.67K -50 -2%
SRC
763
Shufro Rose & Co
New York
$327K
UBV
764
United Bank (Virginia)
Virginia
$327K -$189K -1,668 -36%
TC
765
TAP Consulting
Missouri
$327K
BWP
766
BSW Wealth Partners
Colorado
$326K -$6.01K -53 -2%
CA
767
Continuum Advisory
Idaho
$325K -$18.1K -160 -5%
AC
768
AIFG Consultants
New York
$324K -$1.13K -10 -0.3%
OIA
769
OneDigital Investment Advisors
Kansas
$317K +$64.9K +572 +25%
AC
770
AlphaCore Capital
California
$317K +$567 +5 +0.2%
GIA
771
Gladstone Institutional Advisory
Florida
$313K +$54.6K +481 +20%
IWM
772
IHT Wealth Management
Illinois
$312K -$22.9K -202 -7%
SSWM
773
Smith Salley Wealth Management
North Carolina
$312K -$8.51K -75 -3%
CRI
774
Colonial River Investments
Virginia
$312K -$5.22K -46 -2%
CI
775
Chartist Inc
California
$310K -$9.3K -82 -3%