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Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
WOC
1001
West Oak Capital
California
$117K
JGIA
1002
Jackson Grant Investment Advisers
Connecticut
$117K +$771 +7 +0.7%
RTC
1003
Riverview Trust Company
Washington
$116K
CWC
1004
Carolinas Wealth Consulting
North Carolina
$116K +$2.42K +22 +2%
T
1005
TOBAM
France
$115K +$72.9K +662 +196%
BWM
1006
BerganKDV Wealth Management
Minnesota
$110K -$2.2K -20 -2%
LFG
1007
Larson Financial Group
Missouri
$108K +$104K +944 New
M
1008
MOTCO
Texas
$107K -$2.98K -27 -3%
SFA
1009
Semmax Financial Advisors
North Carolina
$105K
CCC
1010
Crescent Capital Consulting
Louisiana
$103K +$44.1K +400 +80%
PCM
1011
Pinz Capital Management
New York
$103K +$99.2K +900 New
KFI
1012
Key Financial Inc
Pennsylvania
$102K
DSC
1013
Duncker Streett & Co
Missouri
$99K
CFO
1014
CVA Family Office
Colorado
$98K +$94.4K +857 New
DWA
1015
Dougherty Wealth Advisers
Minnesota
$93K
ARMC
1016
American Research & Management Company
Massachusetts
$92K
SNT
1017
Security National Trust
West Virginia
$92K
WB
1018
Webster Bank
Connecticut
$92K
AWA
1019
Arkadios Wealth Advisors
Georgia
$92K +$64.7K +587 +276%
CCM
1020
Covington Capital Management
California
$90K
RWB
1021
RMR Wealth Builders
New Jersey
$90K +$85.8K +779 New
EWM
1022
Endurance Wealth Management
Rhode Island
$89K
FP
1023
Fiduciary Planning
Florida
$85K
PMFA
1024
Plante Moran Financial Advisors
Michigan
$85K
JWA
1025
JFS Wealth Advisors
Pennsylvania
$84K