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Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
SLC
1001
Second Line Capital
Louisiana
$421K +$148K +722 +59%
CA
1002
Crewe Advisors
Utah
$421K +$2.25K +11 +0.5%
LBC
1003
Leigh Baldwin & Co
New York
$420K -$177K -862 -30%
KP
1004
Keel Point
Alabama
$420K -$146K -714 -26%
OAM
1005
Oak Asset Management
California
$416K +$412K +2,008 New
AAM
1006
AR Asset Management
California
$415K – – –
WDA
1007
Wendell David Associates
New Hampshire
$415K – – –
COCM
1008
Charter Oak Capital Management
New Hampshire
$415K -$12.3K -60 -3%
NERM
1009
New England Research & Management
Illinois
$415K – – –
SWP
1010
Summit Wealth Partners
Florida
$415K – – –
MGIA
1011
Moneta Group Investment Advisors
Missouri
$415K +$13.1K +64 +3%
HFAS
1012
Hummer Financial Advisory Services
Illinois
$414K -$20.5K -100 -5%
TWM
1013
TriaGen Wealth Management
California
$413K – – –
TCM
1014
Triumph Capital Management
Colorado
$413K -$231K -1,129 -36%
ACM
1015
Advisors Capital Management
New Jersey
$412K +$9.64K +47 +2%
7WCP
1016
71 West Capital Partners
Massachusetts
$405K +$99.8K +487 +33%
CFA
1017
Capstone Financial Advisors
Illinois
$405K -$24.6K -120 -6%
PFG
1018
Pinnacle Financial Group
Illinois
$405K -$2.25K -11 -0.6%
BA
1019
Bridgewater Advisors
New York
$402K -$38.7K -189 -9%
MLL
1020
Moody Lynn & Lieberson
Massachusetts
$400K – – –
AWM
1021
Angeles Wealth Management
California
$398K +$32.8K +160 +9%
EWM
1022
Evercore Wealth Management
New York
$397K – – –
MWM
1023
Modern Wealth Management
Kansas
$397K +$136K +663 +52%
OLA
1024
Oliver Luxxe Assets
New Jersey
$394K -$410 -2 -0.1%
OFS
1025
OneAscent Financial Services
Alabama
$392K +$67.9K +331 +21%