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Allstate
ALL

Name Holding Trade Value Shares
Change 		Change in
Stake
CPO
676
Cerity Partners OCIO
New York
$619K – – –
GVAG
677
Great Valley Advisor Group
Delaware
$615K -$148K -1,195 -19%
MCA
678
Magnolia Capital Advisors
Mississippi
$614K -$1.37K -11 -0.2%
WJWM
679
Williams Jones Wealth Management
New York
$611K – – –
CIA
680
Capital Investment Advisors
Georgia
$610K +$95.4K +768 +19%
CF
681
Copperwynd Financial
Arizona
$607K -$18.9K -152 -3%
SAM
682
Strategy Asset Managers
California
$607K +$606K +4,878 New
CRWM
683
Castle Rock Wealth Management
California
$601K -$34.5K -278 -6%
IIM
684
Intact Investment Management
Quebec, Canada
$598K +$596K +4,800 New
BCM
685
Brookstone Capital Management
Illinois
$595K -$33.2K -267 -6%
DAS
686
Dynamic Advisor Solutions
Arizona
$595K -$14.3K -115 -2%
TCWM
687
Total Clarity Wealth Management
Illinois
$588K +$528K +4,246 +894%
UBV
688
United Bank (Virginia)
Virginia
$581K +$207K +1,668 +56%
SFG
689
Sovereign Financial Group
Connecticut
$577K +$8.95K +72 +2%
MCM
690
Marathon Capital Management
Maryland
$575K – – –
WA
691
Waddell & Associates
Tennessee
$575K – – –
KFGK
692
Keystone Financial Group (Kentucky)
Kentucky
$574K -$2.86K -23 -0.5%
AWM
693
Avior Wealth Management
Nebraska
$572K -$83.9K -675 -13%
CG
694
Caprock Group
Idaho
$572K -$9.07K -73 -2%
CAGAS
695
Capital Advisory Group Advisory Services
Minnesota
$572K -$6.83K -55 -1%
FLPIM
696
F.L. Putnam Investment Management
Massachusetts
$564K +$124 +1 +0%
GCM
697
Gibraltar Capital Management
Oklahoma
$564K +$92.3K +743 +20%
FFC
698
First Financial Corp
Indiana
$561K -$10.7K -86 -2%
SAM
699
Smithbridge Asset Management
Pennsylvania
$550K -$88.6K -713 -14%
WSTAM
700
Wilbanks Smith & Thomas Asset Management
Virginia
$550K +$53.6K +431 +11%
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