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Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
LFR
801
Lehman Financial Resources
Pennsylvania
$14K +$14.1K +200 New
PIM
802
Parasol Investment Management
Illinois
$13K – – –
PMFA
803
Plante Moran Financial Advisors
Michigan
$13K – – –
MWAN
804
Mariner Wealth Advisors (NYC)
Kansas
$13K +$13K +184 New
SA
805
SRH Advisors
Kansas
$11K – – –
FCCM
806
First City Capital Management
Georgia
$10.7K – – –
RA
807
Rational Advisors
New York
$9K -$6.21K -88 -40%
PFSC
808
Peoples Financial Services Corp
Pennsylvania
$9K – – –
SFG
809
Sage Financial Group
Pennsylvania
$9K – – –
TFO
810
Tarbox Family Office
California
$8K – – –
CA
811
CapWealth Advisors
Tennessee
$8K +$7.48K +106 New
RFS
812
Rockefeller Financial Services
New York
$7K -$7.06K -100 -50%
AWM
813
Avior Wealth Management
Nebraska
$7K – – –
BOK
814
Bank of Kentucky
Kentucky
$7K – – –
JAM
815
Jolley Asset Management
North Carolina
$7K – – –
RWM
816
Raffa Wealth Management
District of Columbia
$6.12K -$3.53K -50 -37%
RIA
817
Regal Investment Advisors
Michigan
$6K – – –
FPFS
818
First Personal Financial Services
North Carolina
$5K -$7.48K -106 -65%
LWA
819
Lenox Wealth Advisors
New York
$5K +$4.87K +69 New
CAW
820
Cornerstone Advisors (Washington)
Washington
$4K – – –
FAM
821
Formidable Asset Management
Ohio
$4K – – –
JFA
822
JNBA Financial Advisors
Minnesota
$3K – – –
S
823
SignatureFD
Georgia
$2K +$706 +10 +59%
SEC
824
Seven Eight Capital
New York
$1K – – –
ED
825
Exane Derivatives
France
$142 -$178K -2,525 -100%