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Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
876
BSW Wealth Partners
Colorado
$580K +$6.76K +33 +1%
WIA
877
Wetzel Investment Advisors
Indiana
$580K -$6.56K -32 -1%
VST
878
Van Strum & Towne
California
$576K – – –
JWA
879
JFS Wealth Advisors
Pennsylvania
$576K -$820 -4 -0.1%
PIM
880
Penobscot Investment Management
Massachusetts
$576K – – –
ISWM
881
Independent Solutions Wealth Management
New York
$576K +$569K +2,777 New
PA
882
Pinnacle Associates
New York
$576K -$2.05K -10 -0.4%
MCWA
883
Meadow Creek Wealth Advisors
Georgia
$574K -$1.44K -7 -0.3%
HDIM
884
Hanson & Doremus Investment Management
Vermont
$570K +$147K +716 +35%
AFP
885
Ausdal Financial Partners
Iowa
$570K +$26.7K +130 +5%
IBOK
886
Independence Bank of Kentucky
Kentucky
$566K -$13.7K -67 -2%
SPC
887
Spirepoint Private Client
Florida
$565K -$10K -49 -2%
ACM
888
Arcataur Capital Management
Wisconsin
$564K -$6.15K -30 -1%
MIC
889
Meridian Investment Counsel
California
$562K +$556K +2,712 New
Bank Julius Baer & Co
890
Bank Julius Baer & Co
Switzerland
$559K +$108K +526 +24%
HIP
891
HUB Investment Partners
Texas
$559K +$353K +1,721 +177%
SFC
892
Strategic Financial Concepts
Texas
$558K +$551K +2,689 New
CAG
893
Crestwood Advisors Group
Massachusetts
$556K +$188K +917 +52%
ST
894
Smithfield Trust
Pennsylvania
$550K -$21.7K -106 -4%
BFS
895
Bradley Foster & Sargent
Connecticut
$547K -$11.3K -55 -2%
GS
896
GTS Securities
Florida
$547K -$295K -1,439 -35%
AW
897
Alteri Wealth
California
$544K -$32.8K -160 -6%
IFWM
898
Institute for Wealth Management
Colorado
$544K +$2.46K +12 +0.5%
RCM
899
RB Capital Management
Nevada
$543K -$21.3K -104 -4%
Dodge & Cox
900
Dodge & Cox
California
$538K – – –