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Allstate
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Name Holding Trade Value Shares
Change 		Change in
Stake
CAI
1051
Capital Advisors Inc
Oklahoma
$435K +$10K +46 +3%
PF
1052
Phoenix Financial
Israel
$434K +$398K +1,830 New
WP
1053
Westmount Partners
California
$433K +$166K +763 +72%
AWM
1054
Avior Wealth Management
Nebraska
$433K +$44.6K +205 +13%
PWG
1055
Portside Wealth Group
Utah
$431K +$106K +490 +37%
VP
1056
Verum Partners
North Carolina
$429K +$90.6K +417 +30%
MYAM
1057
Meiji Yasuda Asset Management
Japan
$429K -$11.3K -52 -3%
AP
1058
Advisors Preferred
Maryland
$428K +$372K +1,710 New
SAM
1059
Sagewood Asset Management
New York
$425K +$136K +628 +54%
LWM
1060
Lodestone Wealth Management
Washington
$425K +$60K +276 +18%
LWP
1061
LeClair Wealth Partners
Ohio
$422K +$385K +1,772 New
VH
1062
Visionary Horizons
Tennessee
$419K -$320K -1,473 -46%
UF
1063
Univest Financial
Pennsylvania
$418K +$39.3K +181 +11%
ASBI
1064
American State Bank (Iowa)
Iowa
$416K – – –
PWM
1065
Prentice Wealth Management
New York
$416K -$5K -23 -1%
DWP
1066
Destiny Wealth Partners
Florida
$414K +$148K +681 +77%
WAP
1067
Wealthcare Advisory Partners
Pennsylvania
$413K -$11.3K -52 -3%
HI
1068
Hudock Inc
Pennsylvania
$412K +$121K +558 +48%
SVWAG
1069
Sound View Wealth Advisors Group
Georgia
$411K -$19.3K -89 -5%
HCM
1070
Howard Capital Management
Georgia
$411K +$375K +1,726 New
MFC
1071
Mechanics Financial Corp
Ohio
$410K – – –
TWP
1072
Triad Wealth Partners
Kansas
$410K +$60.4K +278 +22%
CIC
1073
Carnegie Investment Counsel
Ohio
$409K – – –
FG
1074
Fiduciary Group
Georgia
$407K -$1.3K -6 -0.3%
PWA
1075
Provenance Wealth Advisors
Florida
$407K +$5K +23 +1%
41 42
43
44 45