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Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
WG
701
Winton Group
United Kingdom
$454K +$406K +4,126 New
WP
702
WealthShield Partners
North Carolina
$451K +$88.6K +901 +28%
JWCA
703
J.W. Cole Advisors
Florida
$448K -$708K -7,204 -64%
IAMOG
704
Investors Asset Management of Georgia
Georgia
$448K -$17.2K -175 -4%
CAGAS
705
Capital Advisory Group Advisory Services
Minnesota
$447K +$228K +2,317 +133%
Vanguard Personalized Indexing Management
706
Vanguard Personalized Indexing Management
California
$438K +$19.1K +194 +5%
APG
707
Abacus Planning Group
South Carolina
$436K -$66.5K -677 -15%
IWM
708
IHT Wealth Management
Illinois
$434K +$128K +1,305 +49%
SSWM
709
Smith Salley Wealth Management
North Carolina
$433K +$983 +10 +0.3%
IP
710
Investment Partners
Ohio
$431K +$491 +5 +0.1%
SEC
711
Seven Eight Capital
New York
$429K -$727K -7,400 -65%
BL
712
BFSG LLC
California
$429K – – –
DIP
713
DT Investment Partners
Pennsylvania
$428K – – –
FDCDDQ
714
Federation des caisses Desjardins du Quebec
Quebec, Canada
$428K +$221K +2,251 +137%
CFGS
715
Concourse Financial Group Securities
Alabama
$427K -$4.62K -47 -1%
DAS
716
Dynamic Advisor Solutions
Arizona
$427K +$47.9K +487 +14%
QSS
717
Quantitative Systematic Strategies
Florida
$427K +$382K +3,887 New
GH
718
GAM Holding
Switzerland
$426K -$298K -3,029 -44%
FTC
719
Farmers Trust Company
Ohio
$425K – – –
NPF
720
Norris Perne & French
Michigan
$424K – – –
AIM
721
Anchor Investment Management
South Carolina
$424K -$46K -468 -11%
SBH
722
Segall Bryant & Hamill
Illinois
$423K -$7.27K -74 -2%
CCM
723
Coldstream Capital Management
Washington
$421K +$376K +3,828 New
DT
724
Diversified Trust
Tennessee
$416K -$65.8K -669 -15%
LW
725
Linscomb Wealth
Texas
$415K -$7.47K -76 -2%