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Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
801
Smith Salley Wealth Management
North Carolina
$394K +$4.72K +36 +1%
OWP
802
Obermeyer Wealth Partners
Colorado
$393K – – –
TNBTD
803
Trustmark National Bank Trust Department
Mississippi
$392K +$15.6K +119 +4%
LIM
804
Longfellow Investment Management
Massachusetts
$391K – – –
GLA
805
Great Lakes Advisors
Illinois
$388K -$822K -6,277 -67%
LFA
806
Legacy Financial Advisors
Kentucky
$384K +$31.3K +239 +9%
OIA
807
OneDigital Investment Advisors
Kansas
$383K +$20.4K +156 +5%
BWP
808
BSW Wealth Partners
Colorado
$382K +$4.98K +38 +1%
Fisher Asset Management
809
Fisher Asset Management
Washington
$381K +$71.1K +543 +22%
SRC
810
Shufro Rose & Co
New York
$380K – – –
TC
811
TAP Consulting
Missouri
$380K – – –
UBV
812
United Bank (Virginia)
Virginia
$380K – – –
Koshinski Asset Management
813
Koshinski Asset Management
Illinois
$380K +$90.5K +691 +30%
ARC
814
Advisor Resource Council
Texas
$380K +$392K +2,993 New
ICP
815
Interchange Capital Partners
Pennsylvania
$378K -$82K -626 -17%
CRCM
816
Corbett Road Capital Management
Virginia
$377K -$195K -1,492 -33%
QI
817
Qtron Investments
Massachusetts
$375K +$387K +2,956 New
PA
818
Profund Advisors
Maryland
$372K -$116K -883 -23%
TAM
819
Trust Asset Management
Texas
$372K -$6.81K -52 -2%
IWM
820
IHT Wealth Management
Illinois
$371K -$1.97K -15 -0.5%
CI
821
Chartist Inc
California
$371K -$6.16K -47 -2%
AR
822
Apeiron RIA
Texas
$368K +$38.1K +291 New
IFWM
823
Institute for Wealth Management
Colorado
$367K – – –
CT
824
Chicago Trust
Illinois
$363K +$60.8K +464 +19%
CRI
825
Colonial River Investments
Virginia
$361K -$7.34K -56 -2%