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Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1001
Bellevue Asset Management
Washington
$12K +$12.7K +117 New
PP
1002
PrairieView Partners
Minnesota
$12K +$14.4K +132 New
CFFP
1003
Center for Financial Planning
Michigan
$11K – – –
CCA
1004
Column Capital Advisors
Indiana
$10K -$19.6K -180 -63%
VCM
1005
Versant Capital Management
Arizona
$10K -$8.15K -75 -41%
CMA
1006
Cedar Mountain Advisors
Oregon
$10K – – –
SWM
1007
Selective Wealth Management
Virginia
$10K – – –
TFS
1008
TrustCore Financial Services
Tennessee
$10K – – –
TFO
1009
Tarbox Family Office
California
$10K +$5.65K +52 +88%
CCM
1010
Cox Capital Management
Massachusetts
$10K +$10K +92 New
HS
1011
Horan Securities
United States
$10K +$11.7K +108 New
PFSC
1012
Peoples Financial Services Corp
Pennsylvania
$9K -$10.4K -96 -49%
WCG
1013
Weaver Consulting Group
California
$9K -$217 -2 -2%
EWP
1014
Engrave Wealth Partners
Texas
$9K – – –
VRM
1015
Vectors Research Management
New York
$9K – – –
WWM
1016
Willingdon Wealth Management
North Carolina
$9K – – –
BBA
1017
Braun-Bostich & Associates
Pennsylvania
$8K -$21.3K -196 -67%
TVWM
1018
Tower View Wealth Management
Wisconsin
$8K +$109 +1 +1%
HWM
1019
HighMark Wealth Management
Minnesota
$8K +$761 +7 +8%
LF
1020
Lee Financial
Texas
$7K – – –
TIM
1021
Tortoise Investment Management
New York
$7K – – –
GC
1022
Globeflex Capital
California
$6K – – –
SCM
1023
Silvant Capital Management
Georgia
$6K – – –
CFN
1024
Cordasco Financial Network
Florida
$5K -$20K -184 -78%
VCP
1025
Verus Capital Partners
Arizona
$5K -$8.15K -75 -60%