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Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1351
Barrett Asset Management
New York
– -$65K -549 Closed
WFS
1352
Widmann Financial Services
Maryland
– -$56K -481 Closed
FPWM
1353
FSB Premier Wealth Management
Iowa
– -$41K -349 Closed
WWMSC
1354
Wagner Wealth Management (South Carolina)
South Carolina
– -$37K -317 Closed
CCM
1355
Chilton Capital Management
Texas
– -$35K -300 Closed
CF
1356
Concorde Financial
Texas
– -$36K -300 Closed
DCM
1357
Disciplina Capital Management
Tennessee
– -$35.3K -300 Closed
SWM
1358
Selective Wealth Management
Virginia
– -$24K -200 Closed
AWA
1359
Amplius Wealth Advisors
Pennsylvania
– -$22K -187 Closed
KCM
1360
KRS Capital Management
Michigan
– -$12K -102 Closed
DFCM
1361
Dark Forest Capital Management
Puerto Rico
– -$10K -87 Closed
CSWM
1362
Cassady Schiller Wealth Management
Ohio
– -$9K -75 Closed
AP
1363
Arlington Partners
Alabama
– -$8K -70 Closed
MG
1364
MilWealth Group
Wisconsin
– -$7.06K -60 Closed
EBA
1365
Eagle Bay Advisors
New York
– -$7K -58 Closed
AIM
1366
AHL Investment Management
Florida
– -$6K -52 Closed
AFS
1367
Annapolis Financial Services
Maryland
– -$4K -35 Closed
TCWM
1368
Total Clarity Wealth Management
Illinois
– -$2K -20 Closed
RPCONE
1369
Retirement Planning Company of New England
Rhode Island
– -$1K -16 Closed
SCA
1370
Sandy Cove Advisors
Massachusetts
– -$1K -9 Closed
CQS
1371
Credential Qtrade Securities
– -$823 -7 Closed
HGWM
1372
Harvest Group Wealth Management
Massachusetts
– +$251 +2 +200%