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Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
901
Sugarloaf Wealth Management
Georgia
$152K +$982 +9 +0.7%
WT
902
Whittier Trust
California
$151K +$7.75K +71 +6%
HL
903
HeadInvest LLC
Maine
$142K +$139K +1,277 New
OP
904
ORG Partners
Indiana
$141K -$982 -9 -0.7%
AAG
905
Armstrong Advisory Group
Massachusetts
$141K -$22.2K -203 -14%
BTI
906
Blue Trust Inc
Georgia
$140K +$31.2K +286 +29%
CSPIA
907
Cary Street Partners Investment Advisory
Virginia
$138K +$59.9K +549 +79%
WBC
908
Westpac Banking Corp
Australia
$136K +$22.8K +209 +21%
CWP
909
Concord Wealth Partners
Virginia
$133K -$16.8K -154 -11%
ZB
910
Zions Bancorporation
Utah
$131K -$9.28K -85 -7%
RTC
911
Riverview Trust Company
Washington
$129K +$16.7K +153 +15%
MIM
912
Macroview Investment Management
Maryland
$124K +$121K +1,112 New
JGIA
913
Jackson Grant Investment Advisers
Connecticut
$122K -$2.29K -21 -2%
DJSG
914
D.J. St. Germain
Massachusetts
$120K – – –
FSWA
915
Financial Synergies Wealth Advisors
Texas
$120K – – –
SFA
916
Semmax Financial Advisors
North Carolina
$119K +$99.6K +913 New
TFGT
917
TS Financial Group (TSFG)
Illinois
$117K – – –
PB
918
Pinnacle Bancorp
Nebraska
$116K -$98.2K -900 -46%
RL
919
Rogco LP
Oklahoma
$113K +$111K +1,018 New
PFBT
920
Parkside Financial Bank & Trust
Missouri
$107K +$23K +211 +28%
ACA
921
Atlas Capital Advisors
Wyoming
$107K – – –
LWCFA
922
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$105K – – –
WPA
923
West Paces Advisors
Georgia
$104K +$546 +5 +0.5%
IA
924
IFP Advisors
Florida
$104K +$64.1K +587 +171%
PMFA
925
Plante Moran Financial Advisors
Michigan
$103K – – –