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Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
KP
901
Keel Point
Alabama
$570K -$33K -161 -6%
WI
902
Wealth Intelligence
Georgia
$570K +$560K +2,737 New
PA
903
Profund Advisors
Maryland
$567K -$154K -753 -22%
FAMI
904
Fideuram Asset Management (Ireland)
$567K +$594K +2,904 New
RCM
905
RB Capital Management
Nevada
$567K -$18K -88 -3%
BFS
906
Bradley Foster & Sargent
Connecticut
$561K -$60.4K -295 -10%
CRI
907
Colonial River Investments
Virginia
$558K +$28.7K +140 +6%
AC
908
AIFG Consultants
New York
$553K
APG
909
Abacus Planning Group
South Carolina
$547K +$42K +205 +8%
EA
910
Everpar Advisors
Oklahoma
$546K +$26.8K +131 +5%
FFO
911
Fiduciary Family Office
Florida
$545K -$21.7K -106 -4%
AFP
912
Ausdal Financial Partners
Iowa
$545K -$108K -526 -17%
BAM
913
Belpointe Asset Management
Nevada
$544K -$36.2K -177 -6%
AFS
914
AFG Fiduciary Services
Massachusetts
$544K
IFWM
915
Institute for Wealth Management
Colorado
$544K -$2.87K -14 -0.5%
HBT
916
Heartland Bank & Trust
Illinois
$543K -$7.78K -38 -1%
EP
917
Essential Partners
California
$543K +$11.9K +58 +2%
PCA
918
Pallas Capital Advisors
Massachusetts
$542K +$20.5K +100 +4%
EWA
919
EverSource Wealth Advisors
Alabama
$542K -$21.3K -104 -4%
Dodge & Cox
920
Dodge & Cox
California
$540K
Fisher Asset Management
921
Fisher Asset Management
Washington
$537K -$30.5K -149 -5%
BWA
922
Basecamp Wealth Advisors
Washington
$536K +$527K +2,575 New
CTA
923
Clear Trail Advisors
Texas
$535K +$526K +2,571 New
TNBTD
924
Trustmark National Bank Trust Department
Mississippi
$534K
CI
925
Cigna Investments
Connecticut
$533K