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Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
OWP
801
Obermeyer Wealth Partners
Colorado
$319K – – –
BAS
802
Brown Advisory Securities
Maryland
$316K -$13.3K -135 -4%
LIG
803
Lokken Investment Group
Delaware
$316K +$283K +2,877 New
RMC
804
Resources Management Corp
Connecticut
$315K -$4.42K -45 -2%
IFWM
805
Institute for Wealth Management
Colorado
$315K +$6.58K +67 +2%
BW
806
Bison Wealth
Georgia
$313K -$20.6K -210 -7%
KFP
807
KMG Fiduciary Partners
Ohio
$309K +$48.7K +495 +21%
MAM
808
Madison Asset Management
Wisconsin
$308K – – –
LFA
809
Legacy Financial Advisors
Kentucky
$308K +$393 +4 +0.1%
PFBT
810
Parkside Financial Bank & Trust
Missouri
$308K +$590 +6 +0.2%
FI
811
FormulaFolio Investments
Michigan
$307K +$61.9K +630 +29%
GP
812
Girard Partners
Pennsylvania
$304K -$22.3K -227 -8%
AA
813
ALPS Advisors
Colorado
$304K -$8.26K -84 -3%
MPCG
814
Matrix Private Capital Group
New York
$303K -$197 -2 -0.1%
DWT
815
Dorsey & Whitney Trust
South Dakota
$301K -$590 -6 -0.2%
Cerity Partners
816
Cerity Partners
New York
$300K +$19.6K +199 +8%
3LCM
817
3D/L Capital Management
Connecticut
$299K +$274K +2,785 New
WMP
818
Wealth Management Partners
Arizona
$296K +$265K +2,700 New
AIM
819
Avity Investment Management
Connecticut
$295K +$263K +2,679 New
FBT
820
First Bankers Trust
Kentucky
$294K -$35.7K -363 -12%
APP
821
Avantax Planning Partners
Iowa
$294K +$16.5K +168 +7%
MA
822
Montag & Associates
Georgia
$290K – – –
OIA
823
OneDigital Investment Advisors
Kansas
$290K +$9.53K +97 +4%
SWM
824
SVA Wealth Management
Wisconsin
$290K +$259K +2,639 New
Capstone Investment Advisors
825
Capstone Investment Advisors
New York
$287K -$3.93M -40,019 -94%