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Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
601
Cullen Capital Management
New York
$674K – – –
B
602
Barings
North Carolina
$670K – – –
KWM
603
Kingsview Wealth Management
Oregon
$662K +$134K +1,360 +25%
CC
604
Courier Capital
New York
$658K -$49.1K -500 -7%
GH
605
GAM Holding
Switzerland
$658K +$140K +1,420 +26%
RIM
606
Redwood Investment Management
Arizona
$652K -$83.6K -851 -11%
CA
607
Clearstead Advisors
Ohio
$652K +$98 +1 +0%
UR
608
USCA RIA
Texas
$648K – – –
EP
609
Edgestream Partners
New Jersey
$639K +$647K +6,585 New
CF
610
Copperwynd Financial
Arizona
$632K -$82.3K -838 -11%
DC
611
Davenport & Co
Virginia
$629K -$19.9K -203 -3%
FNFDCM
612
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$629K – – –
SW
613
SlateStone Wealth
Florida
$614K -$531K -5,400 -46%
CIM
614
Cambria Investment Management
California
$613K -$130K -1,328 -17%
BCWM
615
Bartlett & Co Wealth Management
Ohio
$611K – – –
9WM
616
9258 Wealth Management
Ohio
$609K -$40.9K -416 -6%
BC
617
Bartlett & Co
Ohio
$607K – – –
NP
618
NorthRock Partners
Minnesota
$604K -$1.87K -19 -0.3%
CNBT
619
Cornerstone National Bank & Trust
Illinois
$603K +$576K +5,863 +83%
PCM
620
Parsons Capital Management
Rhode Island
$600K – – –
BB
621
Bell Bank
North Dakota
$599K – – –
NFG
622
Nadler Financial Group
Illinois
$594K +$98 +1 +0%
ISWM
623
Independent Solutions Wealth Management
New York
$588K +$287K +2,917 +93%
SC
624
SouthState Corp
Florida
$587K – – –
S
625
Seeyond
France
$586K -$597K -6,078 -50%