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Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1151
Strategic Financial Services
New York
$277K – – –
CA
1152
Clune & Associates
Illinois
$276K +$273K +1,370 New
VP
1153
Verum Partners
North Carolina
$276K +$3.19K +16 +1%
CSPIA
1154
Cary Street Partners Investment Advisory
Virginia
$276K +$14.6K +73 +6%
SIA
1155
Strategic Investment Advisors
Michigan
$274K -$7.18K -36 -3%
HR
1156
Howe & Rusling
New York
$274K -$122K -613 -31%
PCA
1157
Purkiss Capital Advisors
Connecticut
$274K -$20K -100 -7%
SAG
1158
SageView Advisory Group
California
$273K -$723K -3,623 -72%
CWM
1159
Chesapeake Wealth Management
Virginia
$272K – – –
AWM
1160
Aries Wealth Management
Maine
$272K – – –
BIM
1161
Bridges Investment Management
Nebraska
$272K +$1.2K +6 +0.4%
DJSG
1162
D.J. St. Germain
Massachusetts
$271K +$52.1K +261 +24%
EPIM
1163
Evelyn Partners Investment Management
$270K – – –
CA
1164
Carson Advisory
Georgia
$270K +$54.3K +272 +25%
CA
1165
Cornerstone Advisory
Maryland
$269K +$2K +10 +0.8%
FIA
1166
FNY Investment Advisers
New York
$268K +$266K +1,333 New
PWS
1167
Peterson Wealth Services
Utah
$268K +$1.2K +6 +0.5%
TA
1168
TruWealth Advisors
Louisiana
$266K – – –
PSP
1169
Principal Street Partners
Tennessee
$265K +$263K +1,316 New
KSWWM
1170
Keyes Stange & Wooten Wealth Management
Florida
$265K +$17K +85 +7%
TWA
1171
TCI Wealth Advisors
Arizona
$264K +$262K +1,313 New
WA
1172
WP Advisors
California
$263K +$3.59K +18 +1%
LAM
1173
Longboard Asset Management
Arizona
$262K – – –
XF
1174
XML Financial
Maryland
$261K – – –
SGI
1175
Summit Global Investments
Utah
$260K -$4.55M -22,803 -95%