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Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
WDA
851
Wendell David Associates
New Hampshire
$217K – – –
PIM
852
Penobscot Investment Management
Massachusetts
$217K +$208K +1,993 New
SIM
853
Spark Investment Management
New York
$217K +$209K +2,000 New
SS
854
Simplicity Solutions
Minnesota
$213K +$204K +1,957 New
FWM
855
Focused Wealth Management
New York
$212K – – –
KFP
856
KMG Fiduciary Partners
Ohio
$212K +$203K +1,950 New
SPC
857
Stewart & Patten Company
California
$211K +$203K +1,944 New
WOC
858
West Oak Capital
California
$210K -$233K -2,233 -54%
LNC
859
Lincoln National Corp
Pennsylvania
$210K +$202K +1,935 New
YWP
860
YorkBridge Wealth Partners
New York
$209K -$4.17K -40 -2%
CCT
861
Country Club Trust
Missouri
$208K -$5.84K -56 -3%
TCPWM
862
Traverso Chambers Private Wealth Management
California
$208K +$199K +1,911 New
B
863
Brightworth
Georgia
$207K +$199K +1,903 New
TCM
864
Telos Capital Management
California
$206K +$198K +1,893 New
MWM
865
Mission Wealth Management
California
$206K +$198K +1,898 New
BCB
866
Brian C. Broderick
$206K +$198K +1,900 New
IIC
867
Ironwood Investment Counsel
Arizona
$205K +$198K +1,895 New
BFS
868
Bradley Foster & Sargent
Connecticut
$203K -$26.5K -254 -12%
RWG
869
Regal Wealth Group
California
$202K – – –
CCM
870
Copeland Capital Management
Pennsylvania
$202K +$17.5K +168 +10%
VFA
871
Valeo Financial Advisors
Indiana
$201K – – –
DP
872
Dearborn Partners
Illinois
$201K +$193K +1,854 New
IGGA
873
Iron Gate Global Advisors
Utah
$201K +$193K +1,854 New
FNBOSM
874
First National Bank of South Miami
Florida
$198K – – –
DAM
875
Delta Asset Management
Tennessee
$182K +$15.7K +150 +10%