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Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
776
Valley Wealth Managers
New Jersey
$20K +$18.9K +283 New
HR
777
Howe & Rusling
New York
$19K -$22K -329 -55%
KKAMG
778
Kernodle & Katon Asset Management Group
Arkansas
$18K +$67 +1 +0.4%
BWA
779
Burt Wealth Advisors
Maryland
$16K -$1.27K -19 -7%
GI
780
Gradient Investments
Minnesota
$16K – – –
VCM
781
Versant Capital Management
Arizona
$16K +$1.41K +21 +10%
PMFA
782
Plante Moran Financial Advisors
Michigan
$15K +$4.96K +74 +52%
BBHC
783
Brown Brothers Harriman & Co
New York
$15K +$9.24K +138 +173%
CHC
784
City Holding Co
West Virginia
$14K – – –
GAM
785
Gemmer Asset Management
California
$14K – – –
KF
786
Krilogy Financial
Missouri
$14K – – –
ECM
787
Exchange Capital Management
Michigan
$14K +$13.4K +200 New
IWMPD
788
Integrated Wealth Management (Palm Desert)
California
$13K -$49.8K -743 -80%
FPB
789
First PREMIER Bank
South Dakota
$13K – – –
HFM
790
Hartford Financial Management
Connecticut
$12K – – –
MCM
791
MV Capital Management
Maryland
$12K – – –
SA
792
SRH Advisors
Kansas
$11K – – –
IR
793
Invictus RG
Bermuda
$10K -$106K -1,581 -92%
GBT
794
Grove Bank & Trust
Florida
$10K – – –
SFG
795
Sage Financial Group
Pennsylvania
$9K – – –
CA
796
CapWealth Advisors
Tennessee
$7K – – –
RFS
797
Rockefeller Financial Services
New York
$7K – – –
AWM
798
Avior Wealth Management
Nebraska
$7K +$67 +1 +1%
DPA
799
Delphi Private Advisors
California
$7K +$1.67K +25 +34%
DBT
800
Dubuque Bank & Trust
Iowa
$5K -$2.8M -41,884 -100%