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Allstate
ALL

Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
801
Brown Brothers Harriman & Co
New York
$374K -$20.5K -165 -5%
SRC
802
Shufro Rose & Co
New York
$374K – – –
TC
803
TAP Consulting
Missouri
$374K – – –
SSWM
804
Smith Salley Wealth Management
North Carolina
$370K -$17.1K -138 -4%
BW
805
Bison Wealth
Georgia
$370K +$30.9K +249 +9%
BWP
806
BSW Wealth Partners
Colorado
$369K -$5.96K -48 -2%
QI
807
Qtron Investments
Massachusetts
$368K – – –
IFWM
808
Institute for Wealth Management
Colorado
$367K +$6.21K +50 +2%
GWSG
809
GPS Wealth Strategies Group
Colorado
$365K +$41.5K +334 +13%
LIM
810
Leavell Investment Management
Alabama
$365K +$41.9K +337 +13%
OIA
811
OneDigital Investment Advisors
Kansas
$364K -$11.9K -96 -3%
PA
812
Profund Advisors
Maryland
$363K -$2.36K -19 -0.6%
CRI
813
Colonial River Investments
Virginia
$362K +$6.96K +56 +2%
TA
814
Tectonic Advisors
Texas
$362K +$39.8K +320 +12%
AWMT
815
AAFMAA Wealth Management & Trust
North Carolina
$361K +$360K +2,895 New
OPS
816
Orion Portfolio Solutions
Nebraska
$354K -$38K -306 -10%
ACI
817
Alpha Cubed Investments
California
$351K -$314K -2,530 -47%
I2I
818
Insight 2811 Inc
Illinois
$351K +$11.8K +95 +3%
MLL
819
Moody Lynn & Lieberson
Massachusetts
$348K – – –
JWA
820
JFS Wealth Advisors
Pennsylvania
$346K +$1.37K +11 +0.4%
ISWM
821
Independent Solutions Wealth Management
New York
$346K – – –
AC
822
AlphaCore Capital
California
$345K +$106K +850 +44%
MPCG
823
Matrix Private Capital Group
New York
$344K – – –
RMC
824
Resources Management Corp
Connecticut
$344K – – –
GLA
825
Great Lakes Advisors
Illinois
$341K -$39.8K -320 -10%
31 32
33
34 35