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Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1001
Evolution Wealth Advisors
Florida
$9K – – –
PFSC
1002
Peoples Financial Services Corp
Pennsylvania
$9K – – –
VRM
1003
Vectors Research Management
New York
$9K – – –
M
1004
Mirova
France
$8K -$46.4K -497 -85%
TVWM
1005
Tower View Wealth Management
Wisconsin
$8K +$93 +1 +1%
SMG
1006
Spectrum Management Group
Indiana
$7K -$3.05M -32,669 -100%
LF
1007
Lee Financial
Texas
$7K – – –
SCM
1008
Silvant Capital Management
Georgia
$6K – – –
TFO
1009
Tarbox Family Office
California
$6K +$2.43K +26 +70%
PFWA
1010
Paces Ferry Wealth Advisors
Georgia
$6K +$5.78K +62 New
HCP
1011
Hexagon Capital Partners
Arkansas
$6K +$6.44K +69 New
HWM
1012
HighMark Wealth Management
Minnesota
$5K -$3.73K -40 -43%
Credit Agricole
1013
Credit Agricole
France
$5K – – –
Fidelity International
1014
Fidelity International
Bermuda
$5K – – –
RIM
1015
Rockbridge Investment Management
New York
$5K – – –
JWM
1016
Janiczek Wealth Management
Colorado
$5K +$2.15K +23 +85%
FP
1017
Financial Perspectives
Minnesota
$4.14K – – –
RWM
1018
Raffa Wealth Management
District of Columbia
$4.05K – – –
CAM
1019
ClariVest Asset Management
California
$4K – – –
FMP
1020
Financial Management Professionals
Texas
$4K – – –
PW
1021
Price Wealth
Texas
$4K – – –
TF
1022
Tompkins Financial
New York
$4K – – –
TPWA
1023
TRUE Private Wealth Advisors
Oregon
$4K – – –
HWA
1024
HHM Wealth Advisors
Tennessee
$3K – – –
RFA
1025
Reilly Financial Advisors
California
$3K – – –