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Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
AA
601
Auxano Advisors
Washington
$984K -$5.5K -33 -0.5%
TCA
602
Transcend Capital Advisors
New Jersey
$980K +$101K +608 +11%
GVAG
603
Great Valley Advisor Group
Delaware
$973K +$462K +2,768 +83%
SW
604
SVB Wealth
Massachusetts
$971K +$20K +120 +2%
IMCOOI
605
Investment Management Corp of Ontario (IMCO)
Canada
$942K +$284K +1,700 +40%
BBI
606
Baxter Bros Inc
Connecticut
$939K
VA
607
Vident Advisory
Georgia
$939K +$205K +1,231 +26%
LFAS
608
Level Four Advisory Services
Texas
$938K -$431K -2,583 -31%
MAS
609
Meeder Advisory Services
Ohio
$934K +$205K +1,231 +27%
Financial Engines Advisors
610
Financial Engines Advisors
California
$931K -$74.7K -448 -7%
YC
611
Yarbrough Capital
Tennessee
$926K
GFP
612
Gryphon Financial Partners
Ohio
$923K +$167 +1 +0%
AWM
613
Apollon Wealth Management
South Carolina
$917K +$30.5K +183 +3%
CAGAS
614
Capital Advisory Group Advisory Services
Minnesota
$917K +$228K +1,365 +31%
AG
615
AlTi Global
New York
$912K +$3.5K +21 +0.4%
BFG
616
Bleakley Financial Group
New Jersey
$905K +$27.7K +166 +3%
SW
617
Simplicity Wealth
New Jersey
$905K +$32.2K +193 +4%
BC
618
Bowman & Company
Wisconsin
$904K +$47.2K +283 +5%
CW
619
CreativeOne Wealth
Kansas
$904K -$74.6K -447 -7%
CC
620
Centiva Capital
New York
$903K -$1.13M -6,794 -55%
PFA
621
Pathway Financial Advisers
Indiana
$900K -$12.5K -75 -1%
MWM
622
Mission Wealth Management
California
$898K +$48.5K +291 +5%
SCA
623
Snowden Capital Advisors
New York
$898K +$667 +4 +0.1%
CCM
624
Copeland Capital Management
Pennsylvania
$893K -$235K -1,411 -20%
PI
625
PFG Investments
New York
$890K -$7.67K -46 -0.8%