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Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
RWP
776
RWA Wealth Partners
Massachusetts
$221K -$7.94K -82 -3%
PCAP
777
Pratt Collard Advisory Partners
New York
$219K -$139K -1,432 -38%
CPIG
778
Chicago Partners Investment Group
Illinois
$218K – – –
CBU
779
CIBC Bank USA
Illinois
$215K -$178K -1,836 -45%
FMWA
780
Forvis Mazars Wealth Advisors
Missouri
$215K -$75.9K -784 -26%
BFM
781
Boothbay Fund Management
New York
$215K +$220K +2,268 New
TH
782
Timber Hill
Connecticut
$215K +$220K +2,269 New
LI
783
Lafayette Investments
Maryland
$214K – – –
BCM
784
Beddow Capital Management
Wyoming
$213K – – –
KWM
785
Kingsview Wealth Management
Oregon
$213K +$775 +8 +0.4%
MCM
786
Manchester Capital Management
Vermont
$212K – – –
SC
787
SRB Corp
Massachusetts
$212K +$32.5K +335 +18%
HSA
788
HBK Sorce Advisory
Pennsylvania
$210K – – –
PFS
789
Prospera Financial Services
Texas
$209K -$12.6K -130 -6%
SFA
790
Sequoia Financial Advisors
Ohio
$209K +$2.62K +27 +1%
Acadian Asset Management
791
Acadian Asset Management
Massachusetts
$208K -$2.03M -20,935 -91%
DT
792
Diversified Trust
Tennessee
$208K -$10.6K -109 -5%
IWC
793
Integrated Wealth Concepts
Massachusetts
$205K -$4.46K -46 -2%
BWP
794
BSW Wealth Partners
Colorado
$202K +$21K +217 +11%
SWA
795
Sutton Wealth Advisors
Florida
$200K – – –
LNB
796
Ledyard National Bank
$197K – – –
WAM
797
Watermark Asset Management
California
$197K – – –
S
798
SignatureFD
Georgia
$192K +$196K +2,021 New
YWP
799
YorkBridge Wealth Partners
New York
$190K – – –
JCM
800
Jacobi Capital Management
Pennsylvania
$190K +$67.7K +699 +53%