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Allstate
ALL

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
876
Valeo Financial Advisors
Indiana
$208K – – –
NHC
877
Nicholas Hoffman & Company
Georgia
$208K +$202K +1,853 New
OLA
878
Oliver Luxxe Assets
New Jersey
$208K +$202K +1,854 New
FCM
879
Firestone Capital Management
Florida
$207K +$201K +1,839 New
1WA
880
180 Wealth Advisors
Washington
$205K +$196K +1,794 New
EWM
881
Empirical Wealth Management
Washington
$205K +$199K +1,826 New
MWM
882
Mission Wealth Management
California
$204K -$9.17K -84 -4%
CCA
883
Cobblestone Capital Advisors
New York
$202K +$196K +1,794 New
ECM
884
Evergreen Capital Management
Washington
$202K +$196K +1,794 New
GLLW
885
Graves Light Lenhart Wealth
Virginia
$202K +$196K +1,796 New
SWM
886
Sugarloaf Wealth Management
Georgia
$199K +$193K +1,767 New
CBT
887
Central Bank & Trust
Kentucky
$197K +$173K +1,588 +974%
BAM
888
Belpointe Asset Management
Nevada
$192K -$394K -3,607 -68%
CCM
889
Copeland Capital Management
Pennsylvania
$190K -$17.5K -160 -9%
CMBA
890
C.M. Bidwell & Associates
Hawaii
$181K +$176K +1,610 New
LWCFA
891
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$174K – – –
HDIM
892
Hanson & Doremus Investment Management
Vermont
$160K – – –
BFEC
893
Benjamin F. Edwards & Company
Missouri
$158K +$109 +1 +0.1%
TFGT
894
TS Financial Group (TSFG)
Illinois
$157K – – –
RMAM
895
Raab & Moskowitz Asset Management
New Jersey
$151K +$147K +1,343 New
GRP
896
Global Retirement Partners
California
$150K -$21.6K -198 -13%
PFGIA
897
Patriot Financial Group Insurance Agency
Massachusetts
$149K – – –
AIC
898
Ameritas Investment Company
Nebraska
$146K -$276K -2,530 -66%
APA
899
American Portfolios Advisors
New York
$144K +$218 +2 +0.2%
IUHSA
900
Itau Unibanco Holding S.A.
Brazil
$143K +$139K +1,269 New
34 35
36
37 38