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Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
901
Buckley Wealth Management
Nevada
$319K +$289K +2,300 New
SFWA
902
Summit Financial Wealth Advisors
Louisiana
$318K
PIM
903
Penobscot Investment Management
Massachusetts
$316K
JF
904
Jump Financial
Illinois
$315K +$61.3K +488 +27%
FG
905
Fiduciary Group
Georgia
$314K -$5.65K -45 -2%
WSTAM
906
Wilbanks Smith & Thomas Asset Management
Virginia
$312K -$88.5K -705 -23%
GWM
907
GSB Wealth Management
Connecticut
$312K
PP
908
Patten & Patten
Tennessee
$312K +$283K +2,252 New
OWA
909
One Wealth Advisors
California
$311K -$256K -2,037 -48%
RMDI
910
R.M. Davis Inc
Maine
$310K
RWP
911
RWA Wealth Partners
Massachusetts
$310K
VWA
912
Visionary Wealth Advisors
Illinois
$306K +$62K +494 +29%
JWCA
913
J.W. Coons Advisors
Ohio
$305K
TBNY
914
Trustco Bank (New York)
New York
$305K
GBT
915
Grove Bank & Trust
Florida
$304K +$4.39K +35 +2%
WDL
916
Well Done LLC
Michigan
$303K
UF
917
Univest Financial
Pennsylvania
$302K -$5.35M -42,600 -95%
PP
918
Palladium Partners
Virginia
$302K -$9.66K -77 -3%
LWM
919
Liberty Wealth Management
California
$302K
WWM
920
Western Wealth Management
Colorado
$302K +$274K +2,183 New
HCMG
921
Howard Capital Management Group
California
$300K
AIM
922
Athena Investment Management
California
$300K +$269K +2,140 New
SPWM
923
Schrum Private Wealth Management
Florida
$299K -$8.29K -66 -3%
CA
924
Crewe Advisors
Utah
$299K +$194K +1,544 +252%
CCFM
925
Clear Creek Financial Management
Washington
$298K