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Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
WP
826
WealthSource Partners
California
$339K -$14.8K -119 -4%
MW
827
Marcum Wealth
Ohio
$339K +$61.4K +494 +22%
WMA
828
West Michigan Advisors
Michigan
$338K -$18.1K -146 -5%
ICG
829
InterOcean Capital Group
Tennessee
$336K -$151K -1,219 -31%
MFC
830
Mechanics Financial Corp
Ohio
$336K
DA
831
Denali Advisors
California
$336K +$24.9K +200 +8%
CAM
832
Campion Asset Management
Virginia
$335K
AG
833
AIA Group
Hong Kong
$334K -$205K -1,653 -38%
FWIA
834
Fort Washington Investment Advisors
Ohio
$334K
RCM
835
RB Capital Management
Nevada
$334K +$136K +1,098 +69%
DT
836
Diversified Trust
Tennessee
$332K -$418K -3,361 -56%
CI
837
Conning Inc
Connecticut
$332K -$76.7K -617 -19%
AFS
838
AFG Fiduciary Services
Massachusetts
$332K
EWM
839
Evercore Wealth Management
New York
$331K
ME
840
McIlrath & Eck
Washington
$331K
BMO
841
Beck Mack & Oliver
New York
$330K
NB
842
NBT Bank
New York
$330K
HFP
843
Holistic Financial Partners
Indiana
$328K +$57.5K +463 +21%
FAN
844
Financial Advisors Network
California
$326K -$5.22K -42 -2%
Dodge & Cox
845
Dodge & Cox
California
$326K
CT
846
Chicago Trust
Illinois
$325K -$31.1K -250 -9%
GI
847
Gradient Investments
Minnesota
$325K
WANY
848
Wealthspire Advisors (New York)
New York
$325K +$22.7K +183 +8%
FMAEN1
849
Fund Management at Engine No 1
California
$324K -$22.2K -179 -6%
OPOWM
850
One Plus One Wealth Management
Florida
$324K