We are live on ! Find out more
ALL icon

Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
TCBWMS
1126
Texas Capital Bank Wealth Management Services
Texas
$307K +$288K +1,481 New
PCP
1127
Proficio Capital Partners
Massachusetts
$304K +$14.4K +74 +5%
AA
1128
Alta Advisers
United Kingdom
$304K +$286K +1,469 New
RA
1129
RFG Advisory
Alabama
$304K +$65.8K +338 +30%
IC
1130
Iconiq Capital
California
$303K +$40.1K +206 +16%
BFC
1131
Bedel Financial Consulting
Indiana
$303K +$26.5K +136 +10%
FFA
1132
Founders Financial Alliance
North Carolina
$302K +$284K +1,460 New
PCA
1133
Purkiss Capital Advisors
Connecticut
$302K – – –
VA
1134
Valmark Advisers
Ohio
$302K -$7.4K -38 -3%
ACM
1135
Advisors Capital Management
New Jersey
$301K +$284K +1,456 New
AWM
1136
Allen Wealth Management
North Carolina
$300K – – –
ICM
1137
IMS Capital Management
Oregon
$300K – – –
FAIM
1138
Financial Advocates Investment Management
Washington
$300K -$38.8K -199 -12%
AWM
1139
Avior Wealth Management
Nebraska
$299K +$16.6K +85 +6%
IF
1140
Intrua Financial
Texas
$297K +$14K +72 +5%
AAP
1141
Arax Advisory Partners
Colorado
$296K +$219K +1,126 +373%
MAG
1142
Mayfair Advisory Group
Alabama
$295K – – –
PWG
1143
Portside Wealth Group
Utah
$295K +$21.4K +110 +8%
SW
1144
SteelPeak Wealth
California
$293K -$4.28K -22 -2%
MEG
1145
Millstone Evans Group
Colorado
$293K – – –
TAM
1146
Trillium Asset Management
Massachusetts
$291K -$974 -5 -0.4%
UBP
1147
Union Bancaire Privee
Switzerland
$291K -$97.4K -500 -25%
TF
1148
Trek Financial
Arizona
$291K -$55.7K -286 -17%
DWAM
1149
Duncan Williams Asset Management
Tennessee
$290K +$389 +2 +0.1%
EL
1150
EWA LLC
Pennsylvania
$290K -$2.14K -11 -0.8%