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Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
551
MassMutual Private Wealth & Trust
Connecticut
$930K +$671K +6,822 +416%
IB
552
Intrust Bank
Kansas
$927K -$60.9K -620 -7%
FMWA
553
Forvis Mazars Wealth Advisors
Missouri
$927K +$131K +1,331 +19%
AWC
554
Abundance Wealth Counselors
Pennsylvania
$925K +$123K +1,255 +18%
BAM
555
Brave Asset Management
New Jersey
$923K
GT
556
Greenleaf Trust
Michigan
$919K -$31.4K -319 -4%
MME
557
Meag Munich Ergo
Germany
$910K
OFS
558
Orrstown Financial Services
Pennsylvania
$909K -$42.9K -436 -5%
CWM
559
Chicago Wealth Management
Illinois
$904K +$809K +8,227 New
CFB
560
Cullen/Frost Bankers
Texas
$898K -$5.9K -60 -0.7%
CASB
561
Cape Ann Savings Bank
Massachusetts
$897K +$802K +8,157 New
BFO
562
Biltmore Family Office
North Carolina
$892K
SF
563
Synovus Financial
Georgia
$884K -$9.14K -93 -1%
NISOA
564
National Investment Services of America
Wisconsin
$879K +$786K +7,998 New
WF
565
Welch & Forbes
Massachusetts
$878K
CWM
566
Chesapeake Wealth Management
Virginia
$871K -$122K -1,237 -14%
EFS
567
Essex Financial Services
Connecticut
$870K
WPC
568
White Pine Capital
Minnesota
$864K -$17.7K -180 -2%
KPWS
569
Kestra Private Wealth Services
Texas
$861K +$29K +295 +4%
CFA
570
Camarda Financial Advisors
Florida
$856K +$766K +7,791 New
AA
571
Ancora Advisors
Ohio
$853K +$39.1K +398 +5%
EWM
572
Empirical Wealth Management
Washington
$848K +$536K +5,456 +242%
CL
573
CPWM LLC
Washington
$842K +$3.73K +38 +0.5%
FMBTD
574
First Midwest Bank Trust Division
Illinois
$837K -$20.6K -210 -3%
CIA
575
CSat Investment Advisory
Michigan
$828K -$2.38M -24,228 -76%