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Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
WP
826
WealthSource Partners
California
$360K -$11.7K -89 -3%
CFG
827
Citizens Financial Group
Rhode Island
$358K +$13K +99 +4%
MLL
828
Moody Lynn & Lieberson
Massachusetts
$354K -$32.8K -250 -8%
FMAEN1
829
Fund Management at Engine No 1
California
$352K +$52.5K +401 +17%
ISWM
830
Independent Solutions Wealth Management
New York
$352K -$18.5K -141 -5%
DWM
831
Darwin Wealth Management
Florida
$351K -$6.03K -46 -1%
AFP
832
Ausdal Financial Partners
Iowa
$351K -$4.32K -33 -1%
MPCG
833
Matrix Private Capital Group
New York
$350K +$393 +3 +0.1%
RMC
834
Resources Management Corp
Connecticut
$350K +$2.62K +20 +0.7%
JWA
835
JFS Wealth Advisors
Pennsylvania
$350K +$5.11K +39 +1%
WI
836
WrapManager Inc
California
$349K – – –
CCFM
837
Clear Creek Financial Management
Washington
$347K +$77.4K +591 +27%
BW
838
Bison Wealth
Georgia
$346K – – –
I2I
839
Insight 2811 Inc
Illinois
$345K +$13.2K +101 +4%
MFC
840
Mechanics Financial Corp
Ohio
$342K -$6.55K -50 -2%
CAM
841
Campion Asset Management
Virginia
$341K – – –
EIP
842
Epoch Investment Partners
New York
$340K -$225K -1,719 -39%
FWIA
843
Fort Washington Investment Advisors
Ohio
$340K -$3.54K -27 -1%
WMA
844
West Michigan Advisors
Michigan
$340K +$67.9K +518 +22%
HPWM
845
High Pines Wealth Management
Massachusetts
$339K -$3.96M -30,210 -92%
EWM
846
Evercore Wealth Management
New York
$338K – – –
AFS
847
AFG Fiduciary Services
Massachusetts
$338K +$350K +2,668 New
FAN
848
Financial Advisors Network
California
$337K -$10.5K -80 -3%
ME
849
McIlrath & Eck
Washington
$337K -$3.14K -24 -0.9%
BMO
850
Beck Mack & Oliver
New York
$336K -$10.7K -82 -3%