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Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
BW
751
Bison Wealth
Georgia
$577K +$1.1K +7 +0.2%
PMSA
752
Patrick M. Sweeney & Associates
Illinois
$577K -$5.37K -34 -1%
GVAG
753
Great Valley Advisor Group
Delaware
$576K -$10.6K -67 -2%
WJWM
754
Williams Jones Wealth Management
New York
$571K
HSA
755
HBK Sorce Advisory
Pennsylvania
$570K +$291K +1,845 +128%
AIA
756
Angeles Investment Advisors
California
$569K -$27.6K -175 -5%
GCP
757
GSA Capital Partners
United Kingdom
$566K +$517K +3,273 New
CTA
758
Chesley Taft & Associates
Illinois
$566K -$22.1K -140 -4%
TC
759
TownSquare Capital
Utah
$564K +$8.68K +55 +2%
BOS
760
Bank of Stockton
California
$562K
SP
761
Stonebrook Private
Michigan
$562K +$35.8K +227 +8%
DWA
762
Douglass Winthrop Advisors
New York
$560K
PRI
763
Prepared Retirement Institute
Pennsylvania
$558K -$3.63K -23 -0.7%
WA
764
Wealth Alliance
New York
$555K -$98.2K -622 -16%
ClearBridge Investments
765
ClearBridge Investments
New York
$549K
ACM
766
Arcataur Capital Management
Wisconsin
$545K
OIA
767
Optimum Investment Advisors
Illinois
$539K -$31.6K -200 -6%
PWM
768
Prentice Wealth Management
New York
$539K -$26.4K -167 -5%
CCA
769
Cobblestone Capital Advisors
New York
$538K +$158K +1,000 +47%
CGL
770
Clarius Group LLC
Washington
$537K -$20.5K -130 -4%
OWP
771
Obermeyer Wealth Partners
Colorado
$536K
LSAG
772
Lake Street Advisors Group
New Hampshire
$536K +$16.7K +106 +4%
TAM
773
Trust Asset Management
Texas
$533K
JCM
774
Jacobi Capital Management
Pennsylvania
$533K -$302K -1,911 -38%
AC
775
Apella Capital
Connecticut
$532K