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Allstate
ALL

Name Holding Trade Value Shares
Change 		Change in
Stake
KLCM
1176
KG&L Capital Management
Louisiana
$246K +$248K +1,278 New
CCFM
1177
Clear Creek Financial Management
Washington
$246K – – –
BWM
1178
Baron Wealth Management
Michigan
$246K -$9.51K -49 -4%
FAT
1179
First American Trust
California
$244K -$126K -650 -34%
AAG
1180
Armstrong Advisory Group
Massachusetts
$244K – – –
PWP
1181
Phillips Wealth Planners
Mississippi
$244K +$16.5K +85 +7%
OP
1182
ORG Partners
Indiana
$243K -$1.55K -8 -0.6%
HIC
1183
Holderness Investments Company
North Carolina
$243K +$245K +1,260 New
CA
1184
Cornerstone Advisory
Maryland
$243K +$8.35K +43 +3%
IC
1185
Iconiq Capital
California
$242K +$244K +1,257 New
OWA
1186
Opal Wealth Advisors
New York
$242K +$244K +1,255 New
CSPIA
1187
Cary Street Partners Investment Advisory
Virginia
$242K -$233K -1,202 -49%
PVI
1188
Pine Valley Investments
New Jersey
$242K -$10.9K -56 -4%
AIM
1189
Advyzon Investment Management
Illinois
$242K +$243K +1,253 New
AFG
1190
ABLE Financial Group
Arizona
$241K +$20.4K +105 +9%
LWM
1191
Lodestone Wealth Management
Washington
$241K +$776 +4 +0.3%
BBA
1192
Baader Bank Aktiengesellschaft
Germany
$241K -$827K -4,258 -77%
CSP
1193
Cary Street Partners
Virginia
$240K +$242K +1,247 New
HL
1194
HeadInvest LLC
Maine
$240K – – –
CS
1195
Capital Square
Tennessee
$237K – – –
IFS
1196
Ifrah Financial Services
Arkansas
$237K -$4.85K -25 -2%
CAG
1197
Crestwood Advisors Group
Massachusetts
$237K +$239K +1,230 New
AIM
1198
Avity Investment Management
Connecticut
$237K – – –
PCM
1199
Prelude Capital Management
New York
$237K -$142K -733 -37%
DCBT
1200
Dakota Community Bank & Trust
North Dakota
$236K -$27.4K -141 -10%
46 47
48
49 50