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Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
TVWM
1101
Tower View Wealth Management
Wisconsin
$9K
TFO
1102
Tarbox Family Office
California
$9K +$1.57K +16 +25%
SCM
1103
Silvant Capital Management
Georgia
$8K
CYG
1104
Clean Yield Group
Vermont
$8K +$5.21K +53 +241%
BIP
1105
Bouvel Investment Partners
Pennsylvania
$8K +$6.88K +70 New
HCP
1106
Hexagon Capital Partners
Arkansas
$7K
Credit Agricole
1107
Credit Agricole
France
$6K
HWM
1108
HighMark Wealth Management
Minnesota
$6K
RIM
1109
Rockbridge Investment Management
New York
$6K
CAM
1110
ClariVest Asset Management
California
$6K +$1.77K +18 +45%
TF
1111
Tompkins Financial
New York
$5K
TPWA
1112
TRUE Private Wealth Advisors
Oregon
$5K
PFO
1113
Pathstone Family Office
New Jersey
$5K +$3.83K +39 +355%
CWP
1114
Concord Wealth Partners
Virginia
$5K +$4.03K +41 New
MFM
1115
MD Financial Management
Ontario, Canada
$5K +$4.42K +45 New
BSSFA
1116
Baron Silver Stevens Financial Advisors
Florida
$5K +$4.72K +48 New
RF
1117
Robbins Farley
New Hampshire
$5K +$4.82K +49 New
CWA
1118
Clearview Wealth Advisors
Oregon
$5K +$4.91K +50 New
FP
1119
Financial Perspectives
Minnesota
$4.84K
RWM
1120
Raffa Wealth Management
District of Columbia
$4.73K
CAM
1121
CenterStar Asset Management
Illinois
$4K
FMP
1122
Financial Management Professionals
Texas
$4K
TFM
1123
TFC Financial Management
Massachusetts
$4K
HWA
1124
HHM Wealth Advisors
Tennessee
$3K
TWM
1125
Tradition Wealth Management
Minnesota
$3K +$2.46K +25 New