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Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
876
Modera Wealth Management
New Jersey
$203K +$199K +1,823 New
FHA
877
Flagship Harbor Advisors
Massachusetts
$202K +$198K +1,815 New
PCS
878
Personal CFO Solutions
New Jersey
$201K +$197K +1,802 New
PIM
879
Penobscot Investment Management
Massachusetts
$201K -$25.1K -230 -11%
ASBI
880
American State Bank (Iowa)
Iowa
$195K – – –
FCA
881
FinTrust Capital Advisors
South Carolina
$194K – – –
WT
882
Washington Trust
Rhode Island
$193K -$23.4K -214 -11%
WTA
883
Washington Trust Advisors
Massachusetts
$192K +$21.8K +200 +13%
DAM
884
Delta Asset Management
Tennessee
$191K – – –
GGI
885
Godsey & Gibb Inc
Virginia
$189K -$6.55K -60 -3%
CG
886
Cutler Group
California
$185K +$63.8K +585 +54%
CBT
887
CoreFirst Bank & Trust
Kansas
$184K +$2.18K +20 +1%
CFGS
888
Concourse Financial Group Securities
Alabama
$183K -$22.7K -208 -11%
CFFP
889
Center for Financial Planning
Michigan
$181K +$1.42K +13 +0.8%
CB
890
Centennial Bank
Arkansas
$175K – – –
HWA
891
HHM Wealth Advisors
Tennessee
$173K +$3.27K +30 +2%
SIM
892
Sentry Investment Management
Wisconsin
$169K -$28.8K -264 -15%
DCBT
893
Dakota Community Bank & Trust
North Dakota
$169K -$2.07K -19 -1%
HIA
894
Harbor Investment Advisory
Maryland
$165K -$109 -1 -0.1%
KWA
895
Kingswood Wealth Advisors
California
$164K +$161K +1,472 New
CT
896
Colonial Trust
South Carolina
$163K – – –
PWA
897
Provenance Wealth Advisors
Florida
$162K +$159K +1,454 New
CI Investments Inc
898
CI Investments Inc
Ontario, Canada
$157K +$4.37K +40 +3%
HWA
899
Heritage Wealth Advisors
Virginia
$156K -$31.9K -292 -17%
EWA
900
EverSource Wealth Advisors
Alabama
$155K +$5.13K +47 +4%