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Allstate
ALL

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
851
Integrated Wealth Concepts
Massachusetts
$260K +$983 +10 +0.4%
DWM
852
Doyle Wealth Management
Florida
$260K +$232K +2,363 New
CFG
853
Citizens Financial Group
Rhode Island
$259K +$231K +2,353 New
ME
854
McIlrath & Eck
Washington
$258K +$83.4K +849 +57%
BCM
855
Beddow Capital Management
Wyoming
$256K +$7.37K +75 +3%
MSFS
856
Main Street Financial Solutions
Pennsylvania
$254K +$228K +2,315 New
RWP
857
RWA Wealth Partners
Massachusetts
$253K – – –
TBNY
858
Trustco Bank (New York)
New York
$253K – – –
SFA
859
Sequoia Financial Advisors
Ohio
$253K +$98 +1 +0%
WPC
860
Waters Parkerson & Co
Louisiana
$249K -$15.7K -160 -7%
BP
861
BBR Partners
New York
$248K +$786 +8 +0.4%
AC
862
Avestar Capital
New York
$246K +$219K +2,227 New
SRC
863
Shufro Rose & Co
New York
$246K +$220K +2,235 New
CFA
864
Carroll Financial Associates
North Carolina
$245K -$3.05K -31 -1%
MLL
865
Moody Lynn & Lieberson
Massachusetts
$244K – – –
OWA
866
One Wealth Advisors
California
$244K +$218K +2,217 New
FHA
867
Flagship Harbor Advisors
Massachusetts
$243K -$11.1K -113 -5%
JWCA
868
J.W. Coons Advisors
Ohio
$243K – – –
FMLI
869
Fukoku Mutual Life Insurance
Japan
$242K -$68.8K -700 -24%
CBT
870
Capital Bank & Trust
California
$242K – – –
MCM
871
Murphy Capital Management
New Jersey
$241K – – –
CCFM
872
Clear Creek Financial Management
Washington
$241K +$216K +2,200 New
LNC
873
Lincoln National Corp
Pennsylvania
$238K +$212K +2,158 New
YWP
874
YorkBridge Wealth Partners
New York
$236K +$211K +2,146 New
CA
875
Crumly & Associates
Illinois
$234K -$14.3K -146 -6%
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35
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