We are live on ! Find out more
ALL icon

Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
801
Institute for Wealth Management
Colorado
$315K +$6.58K +67 +2%
BW
802
Bison Wealth
Georgia
$313K -$20.6K -210 -7%
KFP
803
KMG Fiduciary Partners
Ohio
$309K +$48.7K +495 +21%
MAM
804
Madison Asset Management
Wisconsin
$308K
LFA
805
Legacy Financial Advisors
Kentucky
$308K +$393 +4 +0.1%
PFBT
806
Parkside Financial Bank & Trust
Missouri
$308K +$590 +6 +0.2%
FI
807
FormulaFolio Investments
Michigan
$307K +$61.9K +630 +29%
GP
808
Girard Partners
Pennsylvania
$304K -$22.3K -227 -8%
AA
809
ALPS Advisors
Colorado
$304K -$8.26K -84 -3%
MPCG
810
Matrix Private Capital Group
New York
$303K -$197 -2 -0.1%
DWT
811
Dorsey & Whitney Trust
South Dakota
$301K -$590 -6 -0.2%
Cerity Partners
812
Cerity Partners
New York
$300K +$19.6K +199 +8%
3LCM
813
3D/L Capital Management
Connecticut
$299K +$274K +2,785 New
WMP
814
Wealth Management Partners
Arizona
$296K +$265K +2,700 New
AIM
815
Avity Investment Management
Connecticut
$295K +$263K +2,679 New
FBT
816
First Bankers Trust
Kentucky
$294K -$35.7K -363 -12%
APP
817
Avantax Planning Partners
Iowa
$294K +$16.5K +168 +7%
MA
818
Montag & Associates
Georgia
$290K
OIA
819
OneDigital Investment Advisors
Kansas
$290K +$9.53K +97 +4%
SWM
820
SVA Wealth Management
Wisconsin
$290K +$259K +2,639 New
Capstone Investment Advisors
821
Capstone Investment Advisors
New York
$287K -$3.93M -40,019 -94%
Wealth Enhancement Advisory Services
822
Wealth Enhancement Advisory Services
Minnesota
$287K +$983 +10 +0.4%
CA
823
Calton & Associates
Florida
$286K +$13K +132 +5%
FBC
824
Fairfield, Bush & Co
Connecticut
$285K
FIA
825
Foundations Investment Advisors
Arizona
$285K +$4.23K +43 +2%