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Allstate
ALL

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
826
WealthSource Partners
California
$406K +$21.3K +170 +6%
ISWM
827
Independent Solutions Wealth Management
New York
$404K -$57K -454 -13%
CRI
828
Colonial River Investments
Virginia
$402K +$7.03K +56 +2%
IFWM
829
Institute for Wealth Management
Colorado
$401K – – –
OIA
830
OneDigital Investment Advisors
Kansas
$397K -$154K -1,226 -30%
LNC
831
Lincoln National Corp
Pennsylvania
$397K +$13.2K +105 +4%
OHWP
832
Oak Harbor Wealth Partners
North Carolina
$395K +$65K +518 +22%
SS
833
Simplicity Solutions
Minnesota
$389K -$214K -1,705 -38%
AFP
834
Ausdal Financial Partners
Iowa
$389K -$12.4K -99 -3%
LFA
835
Legacy Financial Advisors
Kentucky
$386K +$16.9K +135 +5%
BBHC
836
Brown Brothers Harriman & Co
New York
$386K +$178K +1,416 +103%
WI
837
WrapManager Inc
California
$382K +$346K +2,757 New
MFC
838
Mechanics Financial Corp
Ohio
$381K -$81.6K -650 -19%
FHB
839
First Hawaiian Bank
Hawaii
$381K -$45.2K -360 -12%
MIA
840
MainStreet Investment Advisors
Illinois
$381K -$11.7K -93 -3%
MPCG
841
Matrix Private Capital Group
New York
$381K +$1.13K +9 +0.3%
RMC
842
Resources Management Corp
Connecticut
$380K -$3.14K -25 -0.9%
TMAM
843
Tokio Marine Asset Management
Japan
$380K +$71.9K +573 +26%
BMO
844
Beck Mack & Oliver
New York
$379K -$3.01K -24 -0.9%
FAN
845
Financial Advisors Network
California
$379K +$344K +2,738 New
BW
846
Bison Wealth
Georgia
$378K +$8.79K +70 +3%
JWA
847
JFS Wealth Advisors
Pennsylvania
$378K +$12.6K +100 +4%
CFG
848
Citizens Financial Group
Rhode Island
$377K +$66.8K +532 +24%
FWIA
849
Fort Washington Investment Advisors
Ohio
$375K -$25.1K -200 -7%
MAM
850
Madison Asset Management
Wisconsin
$374K – – –
32 33
34
35 36