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Allstate
ALL

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
726
Chesley Taft & Associates
Illinois
$477K – – –
GVAG
727
Great Valley Advisor Group
Delaware
$476K +$3.65K +28 +0.8%
CT
728
Chicago Trust
Illinois
$475K +$30.6K +235 +7%
LFA
729
Legacy Financial Advisors
Kentucky
$471K +$11.9K +91 +3%
PMSA
730
Patrick M. Sweeney & Associates
Illinois
$471K +$439K +3,367 New
JF
731
Jump Financial
Illinois
$470K -$717K -5,499 -62%
I
732
InceptionR
California
$470K -$468K -3,592 -52%
AC
733
Apella Capital
Connecticut
$469K +$6.13K +47 +2%
AWM
734
Aries Wealth Management
Maine
$467K – – –
NIMI
735
Natixis Investment Managers International
France
$466K -$67.2K -515 -13%
WPC
736
Wedmont Private Capital
Pennsylvania
$466K +$407K +3,120 New
BW
737
Bison Wealth
Georgia
$466K -$13.4K -103 -3%
CCA
738
Checchi Capital Advisers
California
$464K +$39.2K +301 +10%
OIA
739
Optimum Investment Advisors
Illinois
$464K -$193K -1,482 -31%
WJWM
740
Williams Jones Wealth Management
New York
$462K – – –
PWM
741
Prentice Wealth Management
New York
$459K +$16.2K +124 +4%
SWM
742
Spire Wealth Management
Virginia
$458K -$26.2K -201 -6%
NIM
743
NEOS Investment Management
Connecticut
$458K +$131K +1,002 +44%
TPCW
744
TD Private Client Wealth
New York
$456K -$8.87K -68 -2%
BMC
745
Beaton Management Company
Massachusetts
$456K – – –
OIA
746
OneDigital Investment Advisors
Kansas
$456K +$61K +468 +17%
PRI
747
Prepared Retirement Institute
Pennsylvania
$455K +$423K +3,247 New
DWA
748
Douglass Winthrop Advisors
New York
$453K – – –
CGL
749
Clarius Group LLC
Washington
$453K +$16.6K +127 +4%
NHT
750
New Hampshire Trust
New Hampshire
$452K -$10.7K -82 -2%
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