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Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
APG
801
Abacus Planning Group
South Carolina
$327K -$22.1K -175 -6%
IFWM
802
Institute for Wealth Management
Colorado
$326K – – –
SSWM
803
Smith Salley Wealth Management
North Carolina
$325K -$1.26K -10 -0.3%
ECM
804
Evergreen Capital Management
Washington
$325K -$1.54M -12,155 -81%
CRI
805
Colonial River Investments
Virginia
$322K – – –
SGI
806
Summit Global Investments
Utah
$319K -$14.8K -117 -4%
AC
807
AlphaCore Capital
California
$319K – – –
MLL
808
Moody Lynn & Lieberson
Massachusetts
$310K – – –
CHAM
809
Clear Harbor Asset Management
Connecticut
$305K +$44K +348 +15%
MPCG
810
Matrix Private Capital Group
New York
$301K +$126 +1 +0%
WMP
811
Wealth Management Partners
Arizona
$301K +$90.9K +719 +36%
MFC
812
Mechanics Financial Corp
Ohio
$299K – – –
CAM
813
Campion Asset Management
Virginia
$298K – – –
I2I
814
Insight 2811 Inc
Illinois
$297K -$16.7K -132 -5%
FWIA
815
Fort Washington Investment Advisors
Ohio
$297K – – –
Bank Julius Baer & Co
816
Bank Julius Baer & Co
Switzerland
$296K -$138K -1,095 -29%
AWMT
817
AAFMAA Wealth Management & Trust
North Carolina
$296K +$506 +4 +0.2%
AFS
818
AFG Fiduciary Services
Massachusetts
$296K – – –
GP
819
Girard Partners
Pennsylvania
$296K -$87.6K -693 -21%
EWM
820
Evercore Wealth Management
New York
$294K -$12.3K -97 -4%
NB
821
NBT Bank
New York
$294K – – –
CI
822
Conning Inc
Connecticut
$291K -$2.78K -22 -0.8%
Dodge & Cox
823
Dodge & Cox
California
$290K – – –
HPWM
824
High Pines Wealth Management
Massachusetts
$290K +$2.27K +18 +0.7%
CIC
825
Cornercap Investment Counsel
Georgia
$289K -$108K -854 -25%