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Allstate
ALL

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
901
TriaGen Wealth Management
California
$270K +$252K +1,930 New
OCBCO
902
Oversea-Chinese Banking Corp (OCBC)
Singapore
$269K +$251K +1,923 New
ACM
903
AlphaStar Capital Management
North Carolina
$269K -$5.61K -43 -2%
OLA
904
Oliver Luxxe Assets
New Jersey
$268K – – –
KI
905
Keystone Investors
Singapore
$267K +$249K +1,908 New
WP
906
WealthSource Partners
California
$267K – – –
MSCM
907
McElhenny Sheffield Capital Management
Texas
$265K – – –
HVP
908
Hudson Value Partners
Florida
$265K +$3.91K +30 +2%
APWM
909
Argonautica Private Wealth Management
Massachusetts
$265K – – –
SPC
910
Sigma Planning Corp
Michigan
$263K -$415K -3,186 -63%
DP
911
Dearborn Partners
Illinois
$263K -$1.82K -14 -0.7%
MWM
912
Modera Wealth Management
New Jersey
$263K +$7.04K +54 +3%
AAM
913
Aureus Asset Management
Massachusetts
$263K – – –
TFA
914
Teamwork Financial Advisors
Texas
$261K -$28.7K -220 -11%
WWP
915
Walden Wealth Partners
Ohio
$260K +$243K +1,860 New
CC
916
Cultivar Capital
Texas
$260K +$242K +1,858 New
MFG
917
Merit Financial Group
Georgia
$259K +$241K +1,847 New
FAN
918
Financial Advisors Network
California
$258K +$522 +4 +0.2%
FCM
919
Firestone Capital Management
Florida
$257K – – –
FHA
920
Flagship Harbor Advisors
Massachusetts
$255K +$652 +5 +0.3%
FAIM
921
Financial Advocates Investment Management
Washington
$253K -$74.5K -571 -24%
PIM
922
Penobscot Investment Management
Massachusetts
$252K – – –
IA
923
IFG Advisors
Missouri
$250K +$233K +1,789 New
VST
924
Van Strum & Towne
California
$249K +$232K +1,780 New
AIM
925
Avity Investment Management
Connecticut
$249K +$232K +1,779 New
35 36
37
38 39