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Allstate
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Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
1076
Center for Financial Planning
Michigan
$343K -$59.5K -290 -15%
CJ
1077
Caitlin John
Michigan
$342K +$8.2K +40 +2%
3IP
1078
3Chopt Investment Partners
Virginia
$341K +$82K +400 +32%
CA
1079
COFG Advisors
Illinois
$341K +$19.7K +96 +6%
ZIG
1080
Zullo Investment Group
Pennsylvania
$341K – – –
DWS
1081
Discipline Wealth Solutions
South Carolina
$340K +$336K +1,641 New
AAP
1082
Arax Advisory Partners
Colorado
$340K -$48K -234 -13%
IA
1083
Inspire Advisors
Idaho
$340K +$102K +496 +43%
PWS
1084
Peterson Wealth Services
Utah
$339K +$56.2K +274 +20%
TW
1085
TritonPoint Wealth
Maryland
$338K -$1.44K -7 -0.4%
PCH
1086
PGIM Custom Harvest
New Jersey
$338K -$30.3K -148 -8%
JFG
1087
Jefferies Financial Group
New York
$338K -$1.26M -6,141 -79%
CC
1088
Chicago Capital
Illinois
$337K +$103K +500 +44%
BM
1089
Berman McAleer
Maryland
$337K -$8.61K -42 -3%
FCA
1090
FLC Capital Advisors
California
$337K – – –
FA
1091
FSA Advisors
Michigan
$336K +$332K +1,620 New
RCA
1092
Resonant Capital Advisors
Wisconsin
$336K +$61.9K +302 +23%
FMTC
1093
Farmers & Merchants Trust Company
California
$335K – – –
CBT
1094
Crews Bank & Trust
Florida
$335K – – –
WT
1095
Washington Trust
Rhode Island
$335K – – –
AWM
1096
Avior Wealth Management
Nebraska
$335K +$21.5K +105 +7%
BFG
1097
Bouchey Financial Group
New York
$334K +$26.7K +130 +9%
WDL
1098
Well Done LLC
Michigan
$333K -$8K -39 -2%
MWAM
1099
Manhattan West Asset Management
California
$333K +$1.44K +7 +0.4%
CPA
1100
Capital Performance Advisors
California
$333K +$11.3K +55 +4%
42 43
44
45 46