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Allstate
ALL

Name Holding Trade Value Shares
Change 		Change in
Stake
CPWM
1151
Cypress Point Wealth Management
Texas
$302K +$298K +1,455 New
AIA
1152
Arbor Investment Advisors
North Carolina
$301K -$8.2K -40 -3%
AWP
1153
Accretive Wealth Partners
New Jersey
$301K – – –
FWA
1154
Flagship Wealth Advisors
Massachusetts
$301K – – –
AWM
1155
Aries Wealth Management
Maine
$299K – – –
NEWAS
1156
N.E.W. Advisory Services
Wisconsin
$299K – – –
FCP
1157
Fidelis Capital Partners
Florida
$296K +$42.4K +207 +17%
MAG
1158
Mayfair Advisory Group
Alabama
$296K – – –
MFP
1159
Meramec Financial Planners
Missouri
$295K – – –
EI
1160
Ellevest Inc
New York
$295K +$94.5K +461 +48%
WG
1161
Winton Group
United Kingdom
$295K -$2.5M -12,178 -90%
TAM
1162
Trillium Asset Management
Massachusetts
$294K – – –
PL
1163
Perpetual Ltd
Australia
$294K – – –
PWPS
1164
Pinnacle Wealth Planning Services
Ohio
$293K -$7.38K -36 -2%
DWAM
1165
Duncan Williams Asset Management
Tennessee
$293K – – –
MEG
1166
Millstone Evans Group
Colorado
$293K – – –
RIA
1167
Richwood Investment Advisors
Ohio
$292K – – –
FAM
1168
Fulcrum Asset Management
United Kingdom
$292K +$13.3K +65 +5%
GG
1169
GenWealth Group
New Jersey
$290K -$41.2K -201 -13%
CCMG
1170
Clark Capital Management Group
Pennsylvania
$290K +$28.9K +141 +11%
EL
1171
EWA LLC
Pennsylvania
$290K -$11.7K -57 -4%
CA
1172
Cornerstone Advisory
Maryland
$289K +$6.56K +32 +2%
CSPIA
1173
Cary Street Partners Investment Advisory
Virginia
$289K +$3.48K +17 +1%
LAM
1174
L2 Asset Management
Massachusetts
$288K +$17.6K +86 +7%
EW
1175
Elyxium Wealth
California
$288K -$28.3K -138 -9%
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