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Allstate
ALL

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1401
Strategic Wealth Partners
Ohio
$145K – – –
PWMA
1402
Pension & Wealth Management Advisors
Massachusetts
$140K – – –
MHR
1403
Matthew Hamilton Rosenberg
$140K +$19.7K +96 +17%
CH
1404
Cromwell Holdings
Wyoming
$139K – – –
WOSD
1405
WFA of San Diego
California
$138K – – –
IWS
1406
Intentional Wealth Strategies
Colorado
$135K +$133K +649 New
MIA
1407
MeadowBrook Investment Advisors
Michigan
$134K – – –
AA
1408
AlphaCentric Advisors
Puerto Rico
$130K -$62.1K -303 -33%
OC
1409
Oakworth Capital
Alabama
$125K – – –
MA
1410
Montag & Associates
Georgia
$125K +$820 +4 +0.7%
ATC
1411
Adirondack Trust Company
New York
$124K – – –
T
1412
TrustBank
Illinois
$124K – – –
BWL
1413
Bogart Wealth LLC
Virginia
$124K +$4.3K +21 +4%
MCM
1414
Manchester Capital Management
Vermont
$122K -$2.05K -10 -2%
CF
1415
Centaurus Financial
California
$122K -$53.1K -259 -31%
FPB
1416
First PREMIER Bank
South Dakota
$121K – – –
RL
1417
Rogco LP
Oklahoma
$118K -$14.6K -71 -11%
ZBNA
1418
Zions Bancorporation, National Association
Utah
$116K -$41K -200 -26%
BHWM
1419
Bay Harbor Wealth Management
Maryland
$115K +$48.2K +235 +74%
AFG
1420
Albion Financial Group
Utah
$114K – – –
LWCFA
1421
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$114K +$18.7K +91 +20%
WAG
1422
Wiser Advisor Group
Arizona
$113K +$615 +3 +0.6%
FUBT
1423
First United Bank & Trust
Maryland
$112K – – –
MSWM
1424
Mowery & Schoenfeld Wealth Management
Illinois
$108K – – –
AFC
1425
Ares Financial Consulting
California
$107K +$59.9K +292 +125%
55 56
57
58 59