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Allstate
ALL

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
826
Main Street Financial Solutions
Pennsylvania
$334K +$652 +5 +0.2%
UM
827
UniSuper Management
Australia
$333K +$62.2K +477 +25%
WA
828
Waverly Advisors
Alabama
$332K +$130 +1 +0%
HI
829
Harbour Investments
Wisconsin
$332K +$48.8K +374 +19%
GLLW
830
Graves Light Lenhart Wealth
Virginia
$332K – – –
APG
831
Abacus Planning Group
South Carolina
$330K – – –
WMA
832
West Michigan Advisors
Michigan
$330K +$11.7K +90 +4%
CI
833
Conning Inc
Connecticut
$327K +$5.22K +40 +2%
PPWP
834
Premier Path Wealth Partners
New Jersey
$327K +$305K +2,338 New
WMP
835
Wealth Management Partners
Arizona
$326K -$35.5K -272 -10%
IP
836
Investment Partners
Ohio
$325K -$28.8K -221 -9%
JWA
837
JFS Wealth Advisors
Pennsylvania
$324K +$6.39K +49 +2%
ZF
838
Zhang Financial
Michigan
$324K +$302K +2,317 New
REMPR
839
Roof Eidam Maycock Peralta (REMP)
California
$324K – – –
FAFN
840
First Affirmative Financial Network
Colorado
$323K +$301K +2,305 New
EWM
841
Evercore Wealth Management
New York
$321K +$2.48K +19 +0.8%
HH
842
Hilltop Holdings
Texas
$319K +$297K +2,277 New
EWS
843
Evergreen Wealth Solutions
Pennsylvania
$316K +$1.43K +11 +0.5%
OW
844
Olistico Wealth
Oklahoma
$316K – – –
BCM
845
Beddow Capital Management
Wyoming
$315K – – –
CAG
846
Crestwood Advisors Group
Massachusetts
$313K +$27.8K +213 +11%
FFO
847
Fiduciary Family Office
Florida
$311K +$290K +2,223 New
JWCA
848
J.W. Coons Advisors
Ohio
$309K – – –
VWWMG
849
Vermillion & White Wealth Management Group
Pennsylvania
$309K +$287K +2,204 New
MMG
850
Monetary Management Group
Missouri
$308K – – –
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