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Allstate
ALL

Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
776
Level Four Advisory Services
Texas
$421K +$424K +3,580 New
CSIC
777
Clifford Swan Investment Counsel
California
$420K – – –
DIP
778
DT Investment Partners
Pennsylvania
$419K – – –
GW
779
GW & Wade
Massachusetts
$417K -$92.9K -785 -18%
BEI
780
Benjamin Edwards Inc
Missouri
$417K +$385K +3,257 +1,135%
CCA
781
Checchi Capital Advisers
California
$416K +$24.1K +204 +6%
GLA
782
Great Lakes Advisors
Illinois
$415K -$1.15M -9,683 -73%
BBA
783
BLB&B Advisors
Pennsylvania
$414K -$318K -2,686 -43%
CW
784
Connectus Wealth
Ohio
$414K +$416K +3,516 New
BFA
785
Beaumont Financial Advisors
Massachusetts
$413K -$2.96K -25 -0.7%
HIG
786
Heritage Investment Group
Florida
$413K +$416K +3,513 New
DT
787
Diversified Trust
Tennessee
$407K +$46.5K +393 +13%
AWE
788
Avidian Wealth Enterprises
Texas
$406K +$408K +3,451 New
CI
789
Conning Inc
Connecticut
$403K -$36.7K -310 -8%
BRWA
790
B. Riley Wealth Advisors
Florida
$402K -$11.4K -96 -3%
AFG
791
Allegheny Financial Group
Pennsylvania
$402K +$1.3K +11 +0.3%
MCA
792
Magnolia Capital Advisors
Mississippi
$400K -$39K -330 -9%
BBI
793
Baxter Bros Inc
Connecticut
$400K – – –
MFC
794
Mechanics Financial Corp
Ohio
$400K +$402K +3,400 New
GFS
795
GYL Financial Synergies
Connecticut
$398K +$21.3K +180 +6%
ISWM
796
Independent Solutions Wealth Management
New York
$397K – – –
S
797
SignatureFD
Georgia
$394K -$2.48K -21 -0.6%
CG
798
Caprock Group
Idaho
$387K -$366K -3,091 -49%
SGI
799
Summit Global Investments
Utah
$383K -$1.57M -13,234 -80%
BMC
800
Beaton Management Company
Massachusetts
$383K – – –
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