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Allstate
ALL

Name Holding Trade Value Shares
Change 		Change in
Stake
TCPWM
901
Traverso Chambers Private Wealth Management
California
$223K – – –
VAS
902
Vestmark Advisory Solutions
Massachusetts
$223K -$87.2K -690 -26%
AAM
903
AR Asset Management
California
$222K – – –
NERM
904
New England Research & Management
Illinois
$222K – – –
WDA
905
Wendell David Associates
New Hampshire
$222K – – –
SWP
906
Summit Wealth Partners
Florida
$222K – – –
AMBIA
907
Allen Mooney & Barnes Investment Advisors
Georgia
$220K – – –
BC
908
Bridgefront Capital
Texas
$220K +$251K +1,984 New
WP
909
WealthSource Partners
California
$219K -$43.6K -345 -15%
TFA
910
Teamwork Financial Advisors
Texas
$219K -$967K -7,648 -79%
WA
911
WP Advisors
California
$217K -$28.1K -222 -10%
BIM
912
Baldwin Investment Management
Pennsylvania
$217K +$632 +5 +0.3%
GWM
913
Greenwich Wealth Management
Connecticut
$216K – – –
WHCI
914
W.H. Cornerstone Investments
Massachusetts
$216K +$6.45K +51 +3%
PB
915
Pinnacle Bancorp
Nebraska
$216K – – –
LCM
916
Laurion Capital Management
New York
$216K +$246K +1,945 New
SPC
917
Stewart & Patten Company
California
$215K – – –
APWM
918
Argonautica Private Wealth Management
Massachusetts
$214K – – –
VT
919
Vise Technologies
New York
$212K +$7.96K +63 +3%
PWS
920
Peterson Wealth Services
Utah
$212K -$11.4K -90 -4%
HI
921
Humankind Investments
New York
$211K -$4.17K -33 -2%
IGGA
922
Iron Gate Global Advisors
Utah
$211K +$6.57K +52 +3%
OTL
923
Oak Thistle LLC
New York
$211K +$240K +1,901 New
MSCM
924
McElhenny Sheffield Capital Management
Texas
$210K – – –
SIA
925
Schechter Investment Advisors
Michigan
$210K -$109K -863 -31%
35 36
37
38 39