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Allstate
ALL

Name Holding Trade Value Shares
Change 		Change in
Stake
PRI
876
Prepared Retirement Institute
Pennsylvania
$677K – – –
CFP
877
Catalyst Financial Partners
Massachusetts
$676K +$141K +648 +30%
SPC
878
Spirepoint Private Client
Florida
$671K +$20.4K +94 +3%
TNA
879
True North Advisors
Texas
$665K -$1.85M -8,494 -75%
JWA
880
JFS Wealth Advisors
Pennsylvania
$665K +$3.48K +16 +0.6%
AFS
881
AFG Fiduciary Services
Massachusetts
$663K -$178K -820 -24%
PA
882
Pinnacle Associates
New York
$662K +$1.52K +7 +0.3%
WIA
883
Wetzel Investment Advisors
Indiana
$662K -$3.69K -17 -0.6%
VST
884
Van Strum & Towne
California
$661K – – –
PIM
885
Penobscot Investment Management
Massachusetts
$661K – – –
MSCM
886
McElhenny Sheffield Capital Management
Texas
$653K -$33.9K -156 -5%
PG
887
Prostatis Group
Maryland
$652K +$595K +2,739 New
ACM
888
Arcataur Capital Management
Wisconsin
$647K – – –
APA
889
Astoria Portfolio Advisors
New York
$646K +$80.8K +372 +16%
CAM
890
Cidel Asset Management
Ontario, Canada
$644K +$25.6K +118 +5%
WRPWM
891
Werba Rubin Papier Wealth Management
California
$631K +$75K +345 +15%
ST
892
Smithfield Trust
Pennsylvania
$631K – – –
MWM
893
Modern Wealth Management
Kansas
$629K +$152K +701 +36%
APG
894
Abacus Planning Group
South Carolina
$627K +$20.6K +95 +4%
SWA
895
Strategic Wealth Advisors
Arizona
$626K – – –
DDPIC
896
Deroy & Devereaux Private Investment Counsel
Michigan
$625K -$97.8K -450 -15%
EWS
897
Evergreen Wealth Solutions
Pennsylvania
$625K +$5.22K +24 +1%
IFWM
898
Institute for Wealth Management
Colorado
$624K – – –
CCFCSB
899
Cape Cod Five Cents Savings Bank
Massachusetts
$621K +$567K +2,609 New
CRI
900
Colonial River Investments
Virginia
$620K +$13.9K +64 +3%
34 35
36
37 38