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Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
CT
1151
Colonial Trust
South Carolina
$356K -$19.8K -91 -6%
OWA
1152
One Wealth Advisors
California
$355K – – –
TLFA
1153
True Link Financial Advisors
California
$355K – – –
WDL
1154
Well Done LLC
Michigan
$354K -$26.1K -120 -7%
CSPIA
1155
Cary Street Partners Investment Advisory
Virginia
$353K +$19.1K +88 +6%
UA
1156
URS Advisory
Florida
$352K – – –
ACL
1157
Applied Capital LLC
Florida
$351K – – –
JIC
1158
Joel Isaacson & Co
New York
$351K +$217 +1 +0.1%
PWP
1159
Phillips Wealth Planners
Mississippi
$350K -$3.91K -18 -1%
APWM
1160
Argonautica Private Wealth Management
Massachusetts
$350K – – –
IIC
1161
Ironwood Investment Counsel
Arizona
$350K -$2.83K -13 -0.9%
IF
1162
Intrua Financial
Texas
$349K -$6.3K -29 -2%
KFAS
1163
Keating Financial Advisory Services
Kansas
$349K +$23.9K +110 +8%
IA
1164
IFG Advisors
Missouri
$348K – – –
RFM
1165
Royal Fund Management
Florida
$348K – – –
CA
1166
Corecam AG
$347K +$46.5K +214 +17%
FNT
1167
First National Trust
Pennsylvania
$346K -$10K -46 -3%
SSWM
1168
Smith Salley Wealth Management
North Carolina
$346K -$61.9K -285 -16%
NEWAS
1169
N.E.W. Advisory Services
Wisconsin
$346K +$2.83K +13 +0.9%
AWP
1170
Accretive Wealth Partners
New Jersey
$345K – – –
LAM
1171
L2 Asset Management
Massachusetts
$345K +$12.4K +57 +4%
AWM
1172
Aries Wealth Management
Maine
$343K – – –
LMFP
1173
Larry Mathis Financial Planning
Arizona
$342K +$13.9K +64 +5%
MA
1174
MONECO Advisors
Connecticut
$341K +$82.2K +378 +36%
SMC
1175
Smith, Moore & Co
Missouri
$340K +$10K +46 +3%