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Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1201
Modern Wealth Management
Kansas
$267K -$3.83K -19 -2%
HL
1202
HeadInvest LLC
Maine
$267K – – –
JIC
1203
Joel Isaacson & Co
New York
$267K – – –
HA
1204
HFG Advisors
Ohio
$267K – – –
MAM
1205
McLean Asset Management
Virginia
$266K +$605 +3 +0.2%
AG
1206
AlTi Global
New York
$266K -$203K -1,005 -45%
CA
1207
Carson Advisory
Georgia
$266K -$20.8K -103 -8%
FNBTCON
1208
First National Bank & Trust Co of Newtown
Pennsylvania
$265K – – –
IIC
1209
Integrated Investment Consultants
Michigan
$264K -$57.1K -283 -19%
SFWA
1210
Summit Financial Wealth Advisors
Louisiana
$263K -$202 -1 -0.1%
BHWM
1211
Bar Harbor Wealth Management
New Hampshire
$263K – – –
SLC
1212
Second Line Capital
Louisiana
$263K +$202 +1 +0.1%
CS
1213
Cannell & Spears
New York
$263K +$2.02K +10 +0.8%
LAM
1214
L2 Asset Management
Massachusetts
$263K +$11.1K +55 +5%
FMLI
1215
Fukoku Mutual Life Insurance
Japan
$261K – – –
AFA
1216
Allium Financial Advisors
Oregon
$260K -$202 -1 -0.1%
BFG
1217
Birch Financial Group
New Hampshire
$260K +$22.8K +113 +10%
KSWWM
1218
Keyes Stange & Wooten Wealth Management
Florida
$260K -$21.2K -105 -8%
DWM
1219
Destination Wealth Management
California
$258K +$37.1K +184 +18%
CA
1220
Cullinan Associates
Kentucky
$258K – – –
HWA
1221
Heritage Wealth Advisors
Virginia
$258K – – –
WCAMG
1222
Woodard & Company Asset Management Group
North Carolina
$257K – – –
CCMG
1223
Clark Capital Management Group
Pennsylvania
$256K +$2.62K +13 +1%
HI
1224
Humankind Investments
New York
$256K +$10.3K +51 +4%
UWP
1225
Uniting Wealth Partners
Kansas
$256K +$239K +1,185 New