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Allstate
ALL

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1076
WealthTrust Axiom
Pennsylvania
$263K – – –
CA
1077
Calton & Associates
Florida
$263K -$137K -769 -36%
SFS
1078
Strategic Financial Services
New York
$261K – – –
CFG
1079
Clayton Financial Group
Missouri
$260K – – –
EI
1080
Ellevest Inc
New York
$259K -$38K -214 -14%
DCBT
1081
Dakota Community Bank & Trust
North Dakota
$258K -$16.3K -92 -6%
ATPW
1082
Ashton Thomas Private Wealth
Arizona
$258K -$13.9K -78 -5%
BFC
1083
Bedel Financial Consulting
Indiana
$258K +$533 +3 +0.2%
AWM
1084
Aprio Wealth Management
Georgia
$258K +$13.5K +76 +6%
KSWWM
1085
Keyes Stange & Wooten Wealth Management
Florida
$258K -$5.15K -29 -2%
ST
1086
Sabal Trust
Florida
$258K +$241K +1,359 New
BIM
1087
Bridges Investment Management
Nebraska
$255K +$8.7K +49 +4%
WFA
1088
Wellspring Financial Advisors
Ohio
$255K +$238K +1,342 New
AWM
1089
Angeles Wealth Management
California
$254K +$238K +1,341 New
SCM
1090
Seascape Capital Management
New Hampshire
$254K +$1.42K +8 +0.6%
LC
1091
Lindbrook Capital
California
$253K -$1.78K -10 -0.7%
OAM
1092
Oxford Asset Management
United Kingdom
$253K +$237K +1,336 New
RFP
1093
Root Financial Partners
California
$253K +$237K +1,335 New
CCG
1094
Catalina Capital Group
California
$253K +$237K +1,334 New
KFG
1095
Kingdom Financial Group
Arizona
$252K +$1.42K +8 +0.6%
AWM
1096
Avior Wealth Management
Nebraska
$252K +$11K +62 +5%
IF
1097
Intrua Financial
Texas
$252K +$178 +1 +0.1%
SFWA
1098
Summit Financial Wealth Advisors
Louisiana
$252K -$5.68K -32 -2%
BWM
1099
Baron Wealth Management
Michigan
$251K +$5.86K +33 +3%
EWS
1100
Evergreen Wealth Solutions
Pennsylvania
$250K -$70.1K -395 -23%
42 43
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