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Allstate
ALL

Name Holding Trade Value Shares
Change 		Change in
Stake
GLLW
826
Graves Light Lenhart Wealth
Virginia
$258K +$113 +1 +0%
CI
827
Conning Inc
Connecticut
$258K -$29.5K -260 -10%
APG
828
Abacus Planning Group
South Carolina
$257K -$67K -591 -20%
SFWA
829
Summit Financial Wealth Advisors
Louisiana
$257K – – –
ISWM
830
Independent Solutions Wealth Management
New York
$255K -$17K -150 -6%
MG
831
Meritage Group
California
$255K -$21.7K -191 -8%
CA
832
Crewe Advisors
Utah
$255K +$9.19K +81 +4%
PTC
833
Petrus Trust Company
Texas
$254K +$29K +256 +12%
AWA
834
Arkadios Wealth Advisors
Georgia
$251K -$29.3K -258 -10%
KP
835
Keel Point
Alabama
$251K +$5.56K +49 +2%
LWP
836
Lumature Wealth Partners
Georgia
$247K +$26.8K +236 +12%
RIA
837
Realta Investment Advisors
Delaware
$247K -$10.7K -94 -4%
GCP
838
GSA Capital Partners
United Kingdom
$246K +$256K +2,255 New
OW
839
Olistico Wealth
Oklahoma
$246K – – –
BCM
840
Beddow Capital Management
Wyoming
$245K -$8.51K -75 -3%
EWS
841
Evergreen Wealth Solutions
Pennsylvania
$244K +$23K +203 +10%
DWT
842
Dorsey & Whitney Trust
South Dakota
$244K +$254K +2,239 New
PWP
843
Phillips Wealth Planners
Mississippi
$244K -$907 -8 -0.4%
JWA
844
JFS Wealth Advisors
Pennsylvania
$244K +$2.84K +25 +1%
FFA
845
First Foundation Advisors
California
$243K -$33.8K -298 -12%
JWCA
846
J.W. Coons Advisors
Ohio
$240K – – –
AMBIA
847
Allen Mooney & Barnes Investment Advisors
Georgia
$240K +$24.5K +216 +11%
MMG
848
Monetary Management Group
Missouri
$240K – – –
SPWM
849
Schrum Private Wealth Management
Florida
$240K – – –
PWM
850
Perigon Wealth Management
California
$239K -$36.3K -320 -13%
32 33
34
35 36