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Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
826
Wealth Enhancement Advisory Services
Minnesota
$287K +$983 +10 +0.4%
CA
827
Calton & Associates
Florida
$286K +$13K +132 +5%
FBC
828
Fairfield, Bush & Co
Connecticut
$285K – – –
FIA
829
Foundations Investment Advisors
Arizona
$285K +$4.23K +43 +2%
CI
830
Chartist Inc
California
$284K -$9.83K -100 -4%
BRWA
831
B. Riley Wealth Advisors
Florida
$283K +$33.1K +337 +15%
PWA
832
Phoenix Wealth Advisors
North Carolina
$283K +$253K +2,570 New
Bank Julius Baer & Co
833
Bank Julius Baer & Co
Switzerland
$278K -$1.38K -14 -0.6%
Fisher Asset Management
834
Fisher Asset Management
Washington
$278K +$249K +2,533 New
FTDI
835
First Trust Direct Indexing
Massachusetts
$276K +$247K +2,515 New
SCM
836
Seascape Capital Management
New Hampshire
$275K +$246K +2,501 New
LFAS
837
Level Four Advisory Services
Texas
$274K -$10.3K -105 -4%
AIM
838
Acropolis Investment Management
Missouri
$274K +$245K +2,493 New
RG
839
Renaissance Group
Kentucky
$274K +$245K +2,495 New
GSWM
840
Golden State Wealth Management
California
$271K +$4.72K +48 +2%
NFG
841
Next Financial Group
Texas
$268K -$60.1K -611 -20%
FG
842
Fiduciary Group
Georgia
$268K +$29.5K +300 +13%
LWM
843
Liberty Wealth Management
California
$267K +$491 +5 +0.2%
FC
844
Fulcrum Capital
Washington
$266K – – –
CW
845
CreativeOne Wealth
Kansas
$266K +$238K +2,422 New
GLLW
846
Graves Light Lenhart Wealth
Virginia
$265K +$4.42K +45 +2%
CHAM
847
Clear Harbor Asset Management
Connecticut
$264K -$24.2K -246 -9%
HFAS
848
Hummer Financial Advisory Services
Illinois
$264K – – –
SFA
849
Stewardship Financial Advisors
Georgia
$262K +$234K +2,381 New
IFA
850
Interactive Financial Advisors
Illinois
$261K – – –