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Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
FIA
776
Foundations Investment Advisors
Arizona
$204K +$213K +2,237 New
APP
777
Avantax Planning Partners
Iowa
$202K -$12K -126 -5%
IWC
778
Integrated Wealth Concepts
Massachusetts
$201K +$380 +4 +0.2%
Acadian Asset Management
779
Acadian Asset Management
Massachusetts
$200K – – –
EDRH
780
Edmond de Rothschild Holding
Switzerland
$200K +$208K +2,191 New
WAM
781
Wealthspire Advisors (Maryland)
Maryland
$193K +$11.9K +125 +6%
AC
782
Avestar Capital
New York
$193K +$15.8K +166 +8%
SWA
783
Sutton Wealth Advisors
Florida
$192K – – –
LNB
784
Ledyard National Bank
$189K – – –
CCMW
785
Cypress Capital Management (Wyoming)
Wyoming
$188K +$19K +200 +11%
MIFH
786
Migdal Insurance & Financial Holdings
Israel
$186K +$192K +2,017 +8,404%
WAM
787
Watermark Asset Management
California
$183K -$7.79K -82 -4%
VFA
788
Valeo Financial Advisors
Indiana
$183K +$51.8K +545 +41%
YWP
789
YorkBridge Wealth Partners
New York
$179K – – –
FDCDDQ
790
Federation des caisses Desjardins du Quebec
Quebec, Canada
$178K +$40.4K +425 +28%
C
791
Cerebellum
California
$177K +$23.6K +248 +15%
HCA
792
Heck Capital Advisors
Wisconsin
$176K +$1.33K +14 +0.7%
S
793
SignatureFD
Georgia
$174K -$10.6K -112 -6%
RWG
794
Regal Wealth Group
California
$170K – – –
SWM
795
SeaCrest Wealth Management
New York
$168K +$95 +1 +0.1%
ACA
796
Atlas Capital Advisors
Wyoming
$165K -$83K -873 -33%
PAM
797
Paradigm Asset Management
New York
$164K – – –
MSFP
798
Mark Sheptoff Financial Planning
Connecticut
$160K +$99.8K +1,050 +150%
DAM
799
Delta Asset Management
Tennessee
$148K – – –
TL
800
TrueWealth LLC
Georgia
$143K +$1.71K +18 +1%