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Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1301
Plante Moran Financial Advisors
Michigan
$219K -$37.3K -185 -15%
CWM
1302
Cornerstone Wealth Management
Missouri
$218K
SW
1303
Simplicity Wealth
New Jersey
$218K +$205K +1,016 New
LOAMU
1304
Lombard Odier Asset Management (USA)
New York
$218K +$205K +1,016 New
SMWM
1305
Silvia McColl Wealth Management
California
$218K
PSP
1306
Pacific Sage Partners
Washington
$218K
AW
1307
Alaethes Wealth
Nevada
$218K
CCA
1308
Childress Capital Advisors
Texas
$216K +$203K +1,008 New
EI
1309
Ellevest Inc
New York
$216K -$137K -681 -40%
NSAM
1310
North Star Asset Management
Wisconsin
$216K +$203K +1,008 New
SFC
1311
SYM Financial Corp
Indiana
$215K +$202K +1,002 New
BI
1312
Ballast Inc
Kentucky
$215K
BF
1313
bLong Financial
Tennessee
$215K
CIA
1314
CCM Investment Advisers
South Carolina
$215K
CAAM
1315
Cornerstone Advisors Asset Management
Pennsylvania
$215K
DSAM
1316
Dock Street Asset Management
Florida
$215K
PTCG
1317
Pring Turner Capital Group
California
$215K
PIN
1318
Prudent Investors Network
California
$215K +$202K +1,000 New
WMP
1319
Wealth Management Partners
Arizona
$214K +$202K +999 New
CL
1320
CLG LLC
California
$214K
PWM
1321
Purus Wealth Management
California
$213K
LSA
1322
Leonteq Securities AG
Switzerland
$213K +$81.7K +405 +69%
CG
1323
Curat Global
New Hampshire
$213K
TCWA
1324
Turtle Creek Wealth Advisors
Texas
$213K +$200K +990 New
CIA
1325
Cascade Investment Advisors
Oregon
$212K -$10.1K -50 -5%