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Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
CC
551
Courier Capital
New York
$422K – – –
CCM
552
CrestPoint Capital Management
Missouri
$420K – – –
AssetMark Inc
553
AssetMark Inc
California
$418K -$534K -7,969 -57%
WT
554
Whittier Trust
California
$418K +$28.1K +420 +8%
FBFS
555
First Business Financial Services
Wisconsin
$417K -$22.4K -335 -5%
GWM
556
Geneos Wealth Management
Colorado
$416K -$5.96K -89 -1%
PVWM
557
Point View Wealth Management
New Jersey
$416K +$67 +1 +0%
SC
558
SouthState Corp
Florida
$415K +$19.7K +294 +5%
Jones Financial Companies
559
Jones Financial Companies
Missouri
$413K -$166K -2,484 -30%
CIA
560
Capital Investment Advisors
Georgia
$408K – – –
KIA
561
KCM Investment Advisors
California
$404K +$20.3K +303 +6%
JFGIW
562
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$401K +$162K +2,425 +73%
SWP
563
Stratos Wealth Partners
Ohio
$399K +$382K +5,699 New
RCAG
564
Rehmann Capital Advisory Group
Michigan
$397K -$159K -2,375 -30%
OC
565
Oppenheimer & Co
New York
$396K +$45.7K +682 +14%
SB
566
Simmons Bank
Arkansas
$392K – – –
JWA
567
JFS Wealth Advisors
Pennsylvania
$391K +$288K +4,297 +334%
Walleye Trading
568
Walleye Trading
New York
$390K +$373K +5,576 New
EFS
569
Essex Financial Services
Connecticut
$386K – – –
AP
570
Atwood & Palmer
Missouri
$385K -$1.69M -25,172 -82%
MMPW
571
Mitchell McLeod Pugh & Williams
Alabama
$383K – – –
PAM
572
Princeton Alpha Management
New Jersey
$381K -$2.62M -39,187 -88%
SIA
573
SeaBridge Investment Advisors
New Jersey
$378K – – –
WJA
574
Williams Jones & Associates
New York
$378K – – –
NB
575
NBT Bank
New York
$378K +$18.5K +277 +5%