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Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
TVWM
976
Tower View Wealth Management
Wisconsin
$8K – – –
SCM
977
Silvant Capital Management
Georgia
$8K +$7.94K +82 New
FMA
978
FNY Managed Accounts
New York
$7K -$3.39K -35 -32%
SBL
979
Sargent Bickham Lagudis
Colorado
$7K – – –
TIM
980
Tortoise Investment Management
New York
$7K – – –
Carson Wealth (CWM LLC)
981
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
MWM
982
Mascoma Wealth Management
New Hampshire
$5K – – –
SWMG
983
Signature Wealth Management Group
Georgia
$5K – – –
TFO
984
Tarbox Family Office
California
$5K +$1.16K +12 +30%
IFAM
985
Institutional & Family Asset Management
Colorado
$5K +$4.94K +51 New
HT
986
Heritage Trust
Oklahoma
$4K – – –
PA
987
Perennial Advisors
New York
$4K – – –
TF
988
Tompkins Financial
New York
$4K – – –
DWM
989
Destination Wealth Management
California
$4K +$4.46K +46 New
RWM
990
Raffa Wealth Management
District of Columbia
$3.03K +$3.1K +32 New
NR
991
Newfound Research
Massachusetts
$2K -$1.65K -17 -41%
GSC
992
G&S Capital
Colorado
$2K – – –
PWAG
993
Polaris Wealth Advisory Group
California
$2K +$1.94K +20 New
MIFH
994
Migdal Insurance & Financial Holdings
Israel
$2K +$2.33K +24 New
KC
995
KHP Capital
Oklahoma
$1.4K +$14K +145 New
GEA
996
Glen Eagle Advisors
New Jersey
$1.04K +$1.07K +11 New
FGC
997
Financial Gravity Companies
Texas
$1K -$41.3K -426 -98%
AWM
998
Avior Wealth Management
Nebraska
$1K – – –
FGAM
999
Financial Gravity Asset Management
Texas
$1K +$872 +9 New
1832 Asset Management
1000
1832 Asset Management
Ontario, Canada
– -$150M -1,440,270 Closed