We are live on ! Find out more
ALL icon

Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
1101
Capital Investment Advisory Services
North Carolina
$309K – – –
PWG
1102
Portside Wealth Group
Utah
$309K +$21.9K +110 +8%
TC
1103
TwinBeech Capital
New York
$309K +$306K +1,534 New
PCG
1104
Prosperity Consulting Group
Maryland
$308K +$998 +5 +0.3%
CCFM
1105
Clear Creek Financial Management
Washington
$308K – – –
HIP
1106
Harrell Investment Partners
Texas
$307K -$1.26M -6,310 -81%
PCP
1107
Proficio Capital Partners
Massachusetts
$307K +$11.2K +56 +4%
AIM
1108
Athena Investment Management
California
$306K – – –
VPF
1109
Vantage Point Financial
Illinois
$306K +$4.79K +24 +2%
IIC
1110
Integrated Investment Consultants
Michigan
$305K +$302K +1,515 New
SVWAG
1111
Sound View Wealth Advisors Group
Georgia
$304K +$599 +3 +0.2%
RMC
1112
Resources Management Corp
Connecticut
$304K – – –
FG
1113
Fiduciary Group
Georgia
$304K -$21.3K -107 -7%
RIA
1114
Richwood Investment Advisors
Ohio
$303K – – –
FNT
1115
First National Trust
Pennsylvania
$302K – – –
TAM
1116
Trillium Asset Management
Massachusetts
$302K +$19K +95 +7%
CB
1117
Centennial Bank
Arkansas
$302K – – –
CSI
1118
Cross Staff Investments
New York
$302K – – –
HCMG
1119
Howard Capital Management Group
California
$302K – – –
LA
1120
LexAurum Advisors
Kansas
$302K -$5.99K -30 -2%
BFC
1121
Bedel Financial Consulting
Indiana
$302K – – –
FWA
1122
Flagship Wealth Advisors
Massachusetts
$301K – – –
SC
1123
Saybrook Capital
North Carolina
$299K – – –
HWM
1124
Horizon Wealth Management
Illinois
$298K -$5.79K -29 -2%
TCBWMS
1125
Texas Capital Bank Wealth Management Services
Texas
$297K -$998 -5 -0.3%