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Allstate
ALL

Name Holding Trade Value Shares
Change 		Change in
Stake
SLI
501
Sumitomo Life Insurance
Japan
$878K -$10.9K -100 -1%
AHB
502
Abner Herrman & Brock
New Jersey
$877K -$72.7K -666 -8%
BAM
503
Brave Asset Management
New Jersey
$876K – – –
EFS
504
Essex Financial Services
Connecticut
$876K – – –
TCWM
505
Total Clarity Wealth Management
Illinois
$875K -$51.4K -471 -6%
CCM
506
Copeland Capital Management
Pennsylvania
$872K -$23.9K -219 -3%
SMC
507
Smith, Moore & Co
Missouri
$870K -$93.6K -858 -10%
CWS
508
Confluence Wealth Services
Pennsylvania
$864K +$21.9K +201 +3%
CT
509
Columbia Trust
Oregon
$862K +$18.7K +171 +2%
CBTWT
510
Community Bank & Trust (Waco, Texas)
Texas
$850K -$22.9K -210 -3%
IAN
511
Integrated Advisors Network
Texas
$846K -$45.4K -416 -5%
CBOR
512
Community Bank of Raymore
Missouri
$826K – – –
LDB
513
Lee, Danner & Bass
Tennessee
$826K – – –
CWP
514
Curated Wealth Partners
California
$814K +$797K +7,308 New
PA
515
Parallel Advisors
California
$812K -$102K -933 -11%
FFBTD
516
First Financial Bank - Trust Division
Ohio
$801K -$6.44K -59 -0.8%
CA
517
Clearstead Advisors
Ohio
$801K +$3.71K +34 +0.5%
DILIC
518
Dai-ichi Life Insurance Company
Japan
$800K – – –
BSW
519
Buckingham Strategic Wealth
Missouri
$792K -$84.6K -775 -10%
PTC
520
Private Trust Company
Ohio
$782K +$1.96K +18 +0.3%
I
521
InceptionR
California
$774K -$317K -2,907 -29%
QOP
522
Quinn Opportunity Partners
Virginia
$770K +$754K +6,908 New
NSIM
523
North Star Investment Management
Illinois
$765K -$32.8K -301 -4%
JWM
524
JGP Wealth Management
Oregon
$764K +$13.1K +120 +2%
BAAM
525
Baker Avenue Asset Management
California
$764K -$53.1K -487 -7%
19 20
21
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