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Allstate
ALL

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
726
Rathbones Group
United Kingdom
$755K – – –
LFA
727
Legacy Financial Advisors
Kentucky
$753K +$13.5K +76 +2%
GLA
728
Good Life Advisors
Pennsylvania
$751K +$59.3K +334 +9%
FNBT
729
FineMark National Bank & Trust
Florida
$749K -$7.81K -44 -1%
FPCP
730
Fort Point Capital Partners
California
$748K +$3.73K +21 +0.5%
SPC
731
Sigma Planning Corp
Michigan
$746K -$48.1K -271 -6%
EWM
732
Empirical Wealth Management
Washington
$745K -$3.91K -22 -0.6%
VFA
733
Valeo Financial Advisors
Indiana
$741K +$1.42K +8 +0.2%
FTC
734
Farmers Trust Company
Ohio
$735K -$5.5K -31 -0.8%
GWSG
735
GPS Wealth Strategies Group
Colorado
$734K +$3.73K +21 +0.5%
VIP
736
Vista Investment Partners
Oklahoma
$733K -$3.02K -17 -0.4%
CM
737
Crestline Management
Texas
$726K +$680K +3,827 New
SSWM
738
Sheets Smith Wealth Management
North Carolina
$724K – – –
MMPW
739
Mitchell McLeod Pugh & Williams
Alabama
$718K +$355 +2 +0.1%
KPPF
740
Klein Pavlis & Peasley Financial
California
$715K -$17.4K -98 -3%
DAS
741
Dynamic Advisor Solutions
Arizona
$713K -$34.8K -196 -5%
SCM
742
Stevens Capital Management
Pennsylvania
$712K +$77.8K +438 +13%
HIG
743
Heritage Investment Group
Florida
$712K – – –
AIM
744
Anchor Investment Management
South Carolina
$710K -$26.6K -150 -4%
CBOR
745
Community Bank of Raymore
Missouri
$703K – – –
VHAM
746
Van Hulzen Asset Management
California
$701K +$178 +1 +0%
DCM
747
Dudley Capital Management
Virginia
$701K – – –
AFG
748
Allegheny Financial Group
Pennsylvania
$700K +$40.5K +228 +7%
NAS
749
Nicolet Advisory Services
Wisconsin
$696K +$7.1K +40 +1%
SRL
750
Scientech Research LLC
New Jersey
$696K -$634K -3,571 -49%
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30
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