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Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
IWP
1076
Innova Wealth Partners
Pennsylvania
$347K +$82.8K +404 +32%
CFFP
1077
Center for Financial Planning
Michigan
$343K -$59.5K -290 -15%
CJ
1078
Caitlin John
Michigan
$342K +$8.2K +40 +2%
3IP
1079
3Chopt Investment Partners
Virginia
$341K +$82K +400 +32%
CA
1080
COFG Advisors
Illinois
$341K +$19.7K +96 +6%
ZIG
1081
Zullo Investment Group
Pennsylvania
$341K – – –
DWS
1082
Discipline Wealth Solutions
South Carolina
$340K +$336K +1,641 New
AAP
1083
Arax Advisory Partners
Colorado
$340K -$48K -234 -13%
IA
1084
Inspire Advisors
Idaho
$340K +$102K +496 +43%
PWS
1085
Peterson Wealth Services
Utah
$339K +$56.2K +274 +20%
TW
1086
TritonPoint Wealth
Maryland
$338K -$1.44K -7 -0.4%
PCH
1087
PGIM Custom Harvest
New Jersey
$338K -$30.3K -148 -8%
JFG
1088
Jefferies Financial Group
New York
$338K -$1.26M -6,141 -79%
CC
1089
Chicago Capital
Illinois
$337K +$103K +500 +44%
BM
1090
Berman McAleer
Maryland
$337K -$8.61K -42 -3%
FCA
1091
FLC Capital Advisors
California
$337K – – –
FA
1092
FSA Advisors
Michigan
$336K +$332K +1,620 New
RCA
1093
Resonant Capital Advisors
Wisconsin
$336K +$61.9K +302 +23%
FMTC
1094
Farmers & Merchants Trust Company
California
$335K – – –
CBT
1095
Crews Bank & Trust
Florida
$335K – – –
WT
1096
Washington Trust
Rhode Island
$335K – – –
AWM
1097
Avior Wealth Management
Nebraska
$335K +$21.5K +105 +7%
BFG
1098
Bouchey Financial Group
New York
$334K +$26.7K +130 +9%
WDL
1099
Well Done LLC
Michigan
$333K -$8K -39 -2%
MWAM
1100
Manhattan West Asset Management
California
$333K +$1.44K +7 +0.4%