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Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
TWA
1176
TCI Wealth Advisors
Arizona
$340K +$22.8K +105 +8%
PWPS
1177
Pinnacle Wealth Planning Services
Ohio
$340K +$2.61K +12 +0.8%
DWAM
1178
Duncan Williams Asset Management
Tennessee
$338K +$1.52K +7 +0.5%
TAM
1179
Trillium Asset Management
Massachusetts
$338K – – –
FWI
1180
Facet Wealth Inc
Maryland
$338K +$80.2K +369 +35%
PS
1181
Planned Solutions
California
$337K +$308K +1,418 New
PL
1182
Perpetual Ltd
Australia
$337K – – –
BRWA
1183
B. Riley Wealth Advisors
Florida
$337K +$303K +1,395 New
CA
1184
Cornerstone Advisory
Maryland
$335K +$3.04K +14 +1%
HFO
1185
Heritage Family Offices
Arizona
$335K +$306K +1,408 New
PEWA
1186
Pacific Excel Wealth Advisors
California
$335K +$306K +1,408 New
MAM
1187
McLean Asset Management
Virginia
$335K -$435 -2 -0.2%
CA
1188
CoreCap Advisors
Michigan
$334K +$103K +476 +51%
KCP
1189
Kera Capital Partners
California
$334K +$51.5K +237 +20%
VPF
1190
Vantage Point Financial
Illinois
$334K +$7.61K +35 +3%
GG
1191
GenWealth Group
New Jersey
$333K – – –
TIM
1192
Thompson Investment Management
Wisconsin
$332K +$88.7K +408 +41%
TCBWMS
1193
Texas Capital Bank Wealth Management Services
Texas
$331K +$7.17K +33 +2%
EP
1194
Evelyn Partners
$331K +$302K +1,390 New
WA
1195
WealthTrust Axiom
Pennsylvania
$328K – – –
GWM
1196
Greenhouse Wealth Management
Connecticut
$328K – – –
SFS
1197
Strategic Financial Services
New York
$327K – – –
EPW
1198
Evolve Private Wealth
California
$326K -$210K -967 -42%
FWA
1199
Flagship Wealth Advisors
Massachusetts
$326K -$26.7K -123 -8%
BAMG
1200
Brand Asset Management Group
Missouri
$326K +$435 +2 +0.1%