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Allstate
ALL

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1001
Crewe Advisors
Utah
$421K +$2.25K +11 +0.5%
LBC
1002
Leigh Baldwin & Co
New York
$420K -$177K -862 -30%
KP
1003
Keel Point
Alabama
$420K -$146K -714 -26%
OAM
1004
Oak Asset Management
California
$416K +$412K +2,008 New
AAM
1005
AR Asset Management
California
$415K – – –
WDA
1006
Wendell David Associates
New Hampshire
$415K – – –
COCM
1007
Charter Oak Capital Management
New Hampshire
$415K -$12.3K -60 -3%
NERM
1008
New England Research & Management
Illinois
$415K – – –
SWP
1009
Summit Wealth Partners
Florida
$415K – – –
MGIA
1010
Moneta Group Investment Advisors
Missouri
$415K +$13.1K +64 +3%
HFAS
1011
Hummer Financial Advisory Services
Illinois
$414K -$20.5K -100 -5%
TWM
1012
TriaGen Wealth Management
California
$413K – – –
TCM
1013
Triumph Capital Management
Colorado
$413K -$231K -1,129 -36%
ACM
1014
Advisors Capital Management
New Jersey
$412K +$9.64K +47 +2%
7WCP
1015
71 West Capital Partners
Massachusetts
$405K +$99.8K +487 +33%
CFA
1016
Capstone Financial Advisors
Illinois
$405K -$24.6K -120 -6%
PFG
1017
Pinnacle Financial Group
Illinois
$405K -$2.25K -11 -0.6%
BA
1018
Bridgewater Advisors
New York
$402K -$38.7K -189 -9%
MLL
1019
Moody Lynn & Lieberson
Massachusetts
$400K – – –
AWM
1020
Angeles Wealth Management
California
$398K +$32.8K +160 +9%
EWM
1021
Evercore Wealth Management
New York
$397K – – –
MWM
1022
Modern Wealth Management
Kansas
$397K +$136K +663 +52%
OLA
1023
Oliver Luxxe Assets
New Jersey
$394K -$410 -2 -0.1%
OFS
1024
OneAscent Financial Services
Alabama
$392K +$67.9K +331 +21%
TBNY
1025
Trustco Bank (New York)
New York
$392K +$22.6K +110 +6%
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