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Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
951
Evercore Wealth Management
New York
$306K – – –
OLA
952
Oliver Luxxe Assets
New Jersey
$306K – – –
PTC
953
Petrus Trust Company
Texas
$305K -$120K -717 -27%
NW
954
NewEdge Wealth
Pennsylvania
$304K +$48.4K +290 +18%
MSCM
955
McElhenny Sheffield Capital Management
Texas
$303K – – –
SQA
956
Simon Quick Advisors
New Jersey
$302K +$64.7K +388 +26%
APWM
957
Argonautica Private Wealth Management
Massachusetts
$302K – – –
AAM
958
Aureus Asset Management
Massachusetts
$300K – – –
GWA
959
Geometric Wealth Advisors
District of Columbia
$299K +$312K +1,873 New
HVP
960
Hudson Value Partners
Florida
$298K – – –
AIM
961
Athena Investment Management
California
$297K -$8.84K -53 -3%
WWP
962
Walden Wealth Partners
Ohio
$297K – – –
DP
963
Dearborn Partners
Illinois
$297K – – –
FFA
964
Farther Finance Advisors
California
$294K +$63.9K +383 +26%
FCM
965
Firestone Capital Management
Florida
$294K – – –
MWM
966
Modera Wealth Management
New Jersey
$292K -$26.5K -159 -8%
IWA
967
Icon Wealth Advisors
Texas
$291K -$47.5K -285 -14%
BFG
968
Berger Financial Group
Minnesota
$290K – – –
DWT
969
Dorsey & Whitney Trust
South Dakota
$287K -$36.7K -220 -11%
ACL
970
Applied Capital LLC
Florida
$287K – – –
PVI
971
Pine Valley Investments
New Jersey
$286K -$3K -18 -1%
IA
972
IFG Advisors
Missouri
$286K – – –
OP
973
ORG Partners
Indiana
$285K +$291K +1,743 +6,010%
VST
974
Van Strum & Towne
California
$284K – – –
TBNY
975
Trustco Bank (New York)
New York
$284K – – –