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Allstate
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Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1026
Prosperity Capital Advisors
Ohio
$251K +$262K +1,571 New
CFA
1027
Capstone Financial Advisors
Illinois
$250K – – –
NP
1028
Nilsine Partners
Colorado
$250K -$15.3K -92 -6%
CC
1029
Corton Capital
Ontario, Canada
$249K +$260K +1,560 New
EHC
1030
Everett Harris & Co
California
$248K – – –
SCM
1031
Shelton Capital Management
Colorado
$247K -$667 -4 -0.3%
HSA
1032
HBK Sorce Advisory
Pennsylvania
$247K -$291K -1,745 -53%
SCI
1033
Silver Coast Investments
United States
$246K -$2.5K -15 -1%
BIG
1034
Brooklyn Investment Group
New York
$245K – – –
HFBOT
1035
Home Federal Bank of Tennessee
Tennessee
$244K – – –
TA
1036
TruWealth Advisors
Louisiana
$243K – – –
EWA
1037
EverSource Wealth Advisors
Alabama
$242K -$2.33K -14 -1%
BFA
1038
Beaumont Financial Advisors
Massachusetts
$242K +$5K +30 +2%
SFI
1039
SPC Financial Inc
Maryland
$241K +$252K +1,510 New
RMC
1040
Resources Management Corp
Connecticut
$241K – – –
PWS
1041
Peterson Wealth Services
Utah
$241K -$15.3K -92 -6%
EFP
1042
Elser Financial Planning
Indiana
$240K +$251K +1,505 New
TAM
1043
Trillium Asset Management
Massachusetts
$240K – – –
VCP
1044
Vista Capital Partners
Oregon
$240K +$500 +3 +0.2%
CSI
1045
Cross Staff Investments
New York
$239K – – –
AWS
1046
Atria Wealth Solutions
New York
$239K -$332K -1,992 -57%
HWM
1047
Horizon Wealth Management
Illinois
$239K -$2.33K -14 -0.9%
SM
1048
Sweeney & Michel
California
$238K – – –
CFG
1049
Clayton Financial Group
Missouri
$238K – – –
RCAG
1050
Rehmann Capital Advisory Group
Michigan
$238K -$15.2K -91 -6%
40 41
42
43 44