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Allstate
ALL

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWM
901
B. Riley Wealth Management
Tennessee
$242K +$110 +1 +0%
ICG
902
InterOcean Capital Group
Tennessee
$241K -$152K -1,379 -40%
WDL
903
Well Done LLC
Michigan
$241K +$1.98K +18 +0.9%
DCM
904
Driehaus Capital Management
Illinois
$241K +$232K +2,101 New
HSA
905
HBK Sorce Advisory
Pennsylvania
$239K +$17.4K +158 +8%
HCMG
906
Howard Capital Management Group
California
$239K +$230K +2,084 New
BMCM
907
Burns Matteson Capital Management
New York
$239K +$229K +2,080 New
ISL
908
Ingalls & Snyder LLC
New York
$237K – – –
PP
909
Palladium Partners
Virginia
$236K -$5.18K -47 -2%
WC
910
Weil Company
California
$236K – – –
SFA
911
Stewardship Financial Advisors
Georgia
$233K -$38.7K -351 -15%
AT
912
Arden Trust
Delaware
$233K – – –
TCPWM
913
Traverso Chambers Private Wealth Management
California
$231K -$6.28K -57 -3%
AAM
914
AR Asset Management
California
$230K – – –
MG
915
Markel Group
Virginia
$230K – – –
NERM
916
New England Research & Management
Illinois
$230K – – –
SC
917
Saybrook Capital
North Carolina
$230K – – –
WDA
918
Wendell David Associates
New Hampshire
$230K – – –
SFSIG
919
San Francisco Sentry Investment Group
California
$230K +$20.4K +185 +10%
SWP
920
Summit Wealth Partners
Florida
$230K – – –
SIM
921
Spark Investment Management
New York
$229K – – –
SICM
922
Sustainable Insight Capital Management
New York
$229K +$220K +1,992 New
MOS
923
MGO One Seven
Ohio
$228K +$219K +1,988 New
BWA
924
Burt Wealth Advisors
Maryland
$227K – – –
SWM
925
SeaCrest Wealth Management
New York
$227K +$220 +2 +0.1%
35 36
37
38 39