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Allstate
ALL

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
1026
Semmax Financial Advisors
North Carolina
$119K – – –
KFI
1027
Key Financial Inc
Pennsylvania
$115K – – –
OC
1028
Oakworth Capital
Alabama
$115K +$94K +728 +485%
CFO
1029
CVA Family Office
Colorado
$114K +$2.58K +20 +2%
DSC
1030
Duncker Streett & Co
Missouri
$112K – – –
CWC
1031
Carolinas Wealth Consulting
North Carolina
$111K -$20.3K -157 -16%
AWA
1032
Arkadios Wealth Advisors
Georgia
$111K +$6.72K +52 +7%
DWA
1033
Dougherty Wealth Advisers
Minnesota
$105K – – –
WB
1034
Webster Bank
Connecticut
$105K – – –
ARMC
1035
American Research & Management Company
Massachusetts
$104K – – –
SNT
1036
Security National Trust
West Virginia
$104K – – –
CCM
1037
Covington Capital Management
California
$102K – – –
IP
1038
Isthmus Partners
Wisconsin
$102K +$101K +783 New
EWM
1039
Endurance Wealth Management
Rhode Island
$100K – – –
CAL
1040
Capital Analysts LLC
Pennsylvania
$98K +$15.2K +118 +19%
PMFA
1041
Plante Moran Financial Advisors
Michigan
$97K – – –
CCC
1042
Crescent Capital Consulting
Louisiana
$96K -$20.7K -160 -18%
JWA
1043
JFS Wealth Advisors
Pennsylvania
$95K – – –
LJHT
1044
Laurie J. Hall Trustee
$89K – – –
MHR
1045
Matthew Hamilton Rosenberg
$87K -$6.07K -47 -7%
PFA
1046
Professional Financial Advisors
Nebraska
$86K +$12K +93 +16%
PWMG
1047
Prestige Wealth Management Group
New Jersey
$85K -$1.29K -10 -2%
HWA
1048
Heritage Wealth Advisors
Virginia
$79.7K – – –
EI
1049
Ellevest Inc
New York
$79K +$2.33K +18 +3%
IFAM
1050
Institutional & Family Asset Management
Colorado
$79K +$78.3K +606 New
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