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Allstate
ALL

Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
1201
Portside Wealth Group
Utah
$274K -$65.4K -319 -19%
TA
1202
TruWealth Advisors
Louisiana
$274K – – –
VWWMG
1203
Vermillion & White Wealth Management Group
Pennsylvania
$272K +$7.79K +38 +3%
RMC
1204
Resources Management Corp
Connecticut
$272K – – –
HFS
1205
Hantz Financial Services
Michigan
$272K +$113K +549 +72%
BFA
1206
Beaumont Financial Advisors
Massachusetts
$270K -$71.1K -347 -21%
SSC
1207
Syverson Strege & Co
Iowa
$270K -$29.9K -146 -10%
DWML
1208
Decker Wealth Management LLC
Tennessee
$270K – – –
AAM
1209
Aureus Asset Management
Massachusetts
$269K – – –
CIC
1210
Chilton Investment Company
Connecticut
$269K +$266K +1,299 New
XF
1211
XML Financial
Maryland
$269K -$5.13K -25 -2%
AA
1212
Armis Advisers
Georgia
$268K -$1.02K -5 -0.4%
PVI
1213
Pine Valley Investments
New Jersey
$268K +$5.33K +26 +2%
SM
1214
Salzhauer Michael
$267K – – –
VCM
1215
Versant Capital Management
Arizona
$267K +$57.8K +282 +28%
TWP
1216
Triad Wealth Partners
Kansas
$266K +$1.84K +9 +0.7%
SS
1217
Sunbelt Securities
Texas
$264K -$2.67K -13 -1%
CWM
1218
Chesapeake Wealth Management
Virginia
$264K -$5.95K -29 -2%
SFWA
1219
Summit Financial Wealth Advisors
Louisiana
$264K +$4.71K +23 +2%
MAM
1220
McLean Asset Management
Virginia
$263K +$1.64K +8 +0.6%
QWP
1221
Quotient Wealth Partners
Texas
$263K -$205 -1 -0.1%
DWM
1222
Destination Wealth Management
California
$263K +$11.3K +55 +5%
FFN
1223
Focus Financial Network
Minnesota
$263K -$470K -2,294 -65%
SFC
1224
SYM Financial Corp
Indiana
$262K +$36.1K +176 +16%
C
1225
Certuity
Florida
$261K +$41.4K +202 +19%
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