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Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
801
Smith Salley Wealth Management
North Carolina
$325K -$1.26K -10 -0.3%
ECM
802
Evergreen Capital Management
Washington
$325K -$1.54M -12,155 -81%
CRI
803
Colonial River Investments
Virginia
$322K
SGI
804
Summit Global Investments
Utah
$319K -$14.8K -117 -4%
AC
805
AlphaCore Capital
California
$319K
MLL
806
Moody Lynn & Lieberson
Massachusetts
$310K
CHAM
807
Clear Harbor Asset Management
Connecticut
$305K +$44K +348 +15%
MPCG
808
Matrix Private Capital Group
New York
$301K +$126 +1 +0%
WMP
809
Wealth Management Partners
Arizona
$301K +$90.9K +719 +36%
MFC
810
Mechanics Financial Corp
Ohio
$299K
CAM
811
Campion Asset Management
Virginia
$298K
I2I
812
Insight 2811 Inc
Illinois
$297K -$16.7K -132 -5%
FWIA
813
Fort Washington Investment Advisors
Ohio
$297K
Bank Julius Baer & Co
814
Bank Julius Baer & Co
Switzerland
$296K -$138K -1,095 -29%
AWMT
815
AAFMAA Wealth Management & Trust
North Carolina
$296K +$506 +4 +0.2%
AFS
816
AFG Fiduciary Services
Massachusetts
$296K
GP
817
Girard Partners
Pennsylvania
$296K -$87.6K -693 -21%
EWM
818
Evercore Wealth Management
New York
$294K -$12.3K -97 -4%
NB
819
NBT Bank
New York
$294K
CI
820
Conning Inc
Connecticut
$291K -$2.78K -22 -0.8%
Dodge & Cox
821
Dodge & Cox
California
$290K
HPWM
822
High Pines Wealth Management
Massachusetts
$290K +$2.27K +18 +0.7%
CIC
823
Cornercap Investment Counsel
Georgia
$289K -$108K -854 -25%
RPWA
824
Regent Peak Wealth Advisors
Georgia
$288K -$33.2K -263 -9%
FBC
825
Fairfield, Bush & Co
Connecticut
$288K