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Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
YWP
751
YorkBridge Wealth Partners
New York
$161K – – –
HHMI
752
Howard Hughes Medical Institute
Maryland
$160K +$155K +1,965 New
FWM
753
Focused Wealth Management
New York
$159K -$134K -1,700 -47%
FI
754
FCM Investments
Texas
$155K – – –
CAM
755
ClariVest Asset Management
California
$153K – – –
RWG
756
Regal Wealth Group
California
$152K – – –
OC
757
Oakworth Capital
Alabama
$145K +$117K +1,482 +506%
JIR
758
James Investment Research
Ohio
$143K – – –
RFWA
759
RPg Family Wealth Advisory
Massachusetts
$138K -$1.57K -20 -1%
WT
760
Whittier Trust
California
$129K +$157 +2 +0.1%
SF
761
Synovus Financial
Georgia
$126K +$236 +3 +0.2%
WAM
762
Wealthspire Advisors (Maryland)
Maryland
$126K +$9.6K +122 +9%
MBT
763
Monroe Bank & Trust
Michigan
$125K – – –
FPF
764
FNY Partners Fund
New York
$122K +$118K +1,500 New
ACM
765
Armbruster Capital Management
New York
$121K – – –
HDIM
766
Hanson & Doremus Investment Management
Vermont
$116K – – –
GLI
767
Guardian Life Insurance
New York
$115K – – –
M
768
MOTCO
Texas
$113K – – –
EWM
769
Evercore Wealth Management
New York
$112K -$4.49K -57 -4%
WA
770
WealthTrust-Arizona
Arizona
$111K -$23.6K -300 -18%
CFG
771
Citizens Financial Group
Rhode Island
$111K -$1.73K -22 -2%
WC
772
Whitnell & Co
Illinois
$99K – – –
JGIA
773
Jackson Grant Investment Advisers
Connecticut
$99K +$393 +5 +0.4%
AIM
774
Acrospire Investment Management
Illinois
$98K +$31.5K +400 +50%
NCM
775
New Capital Management
Texas
$96K – – –