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Allstate
ALL

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
851
Simplicity Solutions
Minnesota
$213K +$204K +1,957 New
FWM
852
Focused Wealth Management
New York
$212K – – –
KFP
853
KMG Fiduciary Partners
Ohio
$212K +$203K +1,950 New
SPC
854
Stewart & Patten Company
California
$211K +$203K +1,944 New
WOC
855
West Oak Capital
California
$210K -$233K -2,233 -54%
LNC
856
Lincoln National Corp
Pennsylvania
$210K +$202K +1,935 New
YWP
857
YorkBridge Wealth Partners
New York
$209K -$4.17K -40 -2%
CCT
858
Country Club Trust
Missouri
$208K -$5.84K -56 -3%
TCPWM
859
Traverso Chambers Private Wealth Management
California
$208K +$199K +1,911 New
B
860
Brightworth
Georgia
$207K +$199K +1,903 New
TCM
861
Telos Capital Management
California
$206K +$198K +1,893 New
MWM
862
Mission Wealth Management
California
$206K +$198K +1,898 New
BCB
863
Brian C. Broderick
$206K +$198K +1,900 New
IIC
864
Ironwood Investment Counsel
Arizona
$205K +$198K +1,895 New
BFS
865
Bradley Foster & Sargent
Connecticut
$203K -$26.5K -254 -12%
RWG
866
Regal Wealth Group
California
$202K – – –
CCM
867
Copeland Capital Management
Pennsylvania
$202K +$17.5K +168 +10%
VFA
868
Valeo Financial Advisors
Indiana
$201K – – –
DP
869
Dearborn Partners
Illinois
$201K +$193K +1,854 New
IGGA
870
Iron Gate Global Advisors
Utah
$201K +$193K +1,854 New
FNBOSM
871
First National Bank of South Miami
Florida
$198K – – –
DAM
872
Delta Asset Management
Tennessee
$182K +$15.7K +150 +10%
KWA
873
KCS Wealth Advisory
California
$182K +$175K +1,674 New
LWCFA
874
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$168K -$41.2K -395 -20%
GRP
875
Global Retirement Partners
California
$166K +$19K +182 +14%
33 34
35
36 37