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Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
DTL
1001
Dynamic Technology Lab
Singapore
$377K +$380K +1,960 New
UBP
1002
Union Bancaire Privee
Switzerland
$372K +$388K +2,000 New
EWM
1003
Evercore Wealth Management
New York
$369K
AA
1004
ALPS Advisors
Colorado
$366K
GWM
1005
Geneos Wealth Management
Colorado
$366K -$12.6K -65 -3%
MSCM
1006
McElhenny Sheffield Capital Management
Texas
$366K
APWM
1007
Argonautica Private Wealth Management
Massachusetts
$365K -$2.91K -15 -0.8%
OLA
1008
Oliver Luxxe Assets
New Jersey
$363K
PP
1009
PDS Planning
Ohio
$362K +$3.88K +20 +1%
AAM
1010
Aureus Asset Management
Massachusetts
$362K
RCA
1011
Resonant Capital Advisors
Wisconsin
$361K +$7.38K +38 +2%
GWA
1012
Geometric Wealth Advisors
District of Columbia
$361K
DP
1013
Dearborn Partners
Illinois
$357K
LIM
1014
Leavell Investment Management
Alabama
$356K +$52.2K +269 +17%
CI
1015
Conning Inc
Connecticut
$355K -$84.4K -435 -19%
FCM
1016
Firestone Capital Management
Florida
$355K
GWANC
1017
Guardian Wealth Advisors (North Carolina)
North Carolina
$353K +$103K +531 +41%
RFW
1018
Rainier Family Wealth
Washington
$350K +$353K +1,818 New
BFG
1019
Berger Financial Group
Minnesota
$349K -$1.75K -9 -0.5%
CI Investments Inc
1020
CI Investments Inc
Ontario, Canada
$348K +$58K +299 +20%
MWM
1021
Mindset Wealth Management
Indiana
$347K
TC
1022
Trust Company
Kansas
$346K -$109K -559 -24%
ACI
1023
Alpha Cubed Investments
California
$344K +$194 +1 +0.1%
VST
1024
Van Strum & Towne
California
$343K
IA
1025
IFG Advisors
Missouri
$342K -$18.4K -95 -5%