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Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
1WA
801
180 Wealth Advisors
Washington
$651K +$256K +1,318 +64%
PJSIMP
802
P.J. Schmidt Investment Management (PJS)
Wisconsin
$650K -$5.05K -26 -0.8%
PCM
803
Penserra Capital Management
California
$649K +$93.4K +481 +17%
BMC
804
Beaton Management Company
Massachusetts
$647K
CBT
805
Central Bank & Trust
Kentucky
$646K -$181K -935 -22%
NFG
806
Nadler Financial Group
Illinois
$645K -$19.4K -100 -3%
CSIC
807
Clifford Swan Investment Counsel
California
$640K -$18.2K -94 -3%
FG
808
Formula Growth
Quebec, Canada
$636K +$640K +3,298 New
AC
809
Apella Capital
Connecticut
$623K +$11.6K +60 +2%
WIA
810
Wetzel Investment Advisors
Indiana
$623K -$30.3K -156 -5%
CWP
811
Cyndeo Wealth Partners
Florida
$620K +$44.1K +227 +8%
CCA
812
Checchi Capital Advisers
California
$618K -$2.13K -11 -0.3%
GRP
813
Global Retirement Partners
California
$618K +$103K +532 +20%
DWT
814
Dorsey & Whitney Trust
South Dakota
$616K +$16.3K +84 +3%
SQA
815
Simon Quick Advisors
New Jersey
$615K +$237K +1,220 +62%
LSAG
816
Lake Street Advisors Group
New Hampshire
$614K +$7.76K +40 +1%
FRA
817
Frank Rimerman Advisors
California
$612K +$29.1K +150 +5%
BRWA
818
B. Riley Wealth Advisors
Florida
$612K +$5.05K +26 +0.8%
ATPW
819
Ashton Thomas Private Wealth
Arizona
$608K +$347K +1,787 +131%
BAM
820
Belpointe Asset Management
Nevada
$608K +$1.36K +7 +0.2%
Fisher Asset Management
821
Fisher Asset Management
Washington
$607K +$59.4K +306 +11%
LSIA
822
LaSalle St. Investment Advisors
Illinois
$606K +$105K +543 +21%
CTA
823
Chesley Taft & Associates
Illinois
$606K
SIM
824
Stratos Investment Management
Ohio
$600K -$66.2K -341 -10%
CCA
825
Cobblestone Capital Advisors
New York
$600K