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Allstate

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
826
Freedom Investment Management
Connecticut
$213K +$186K +1,708 New
LFAS
827
Level Four Advisory Services
Texas
$211K -$38.8K -357 -14%
VFA
828
Valeo Financial Advisors
Indiana
$211K +$27.8K +256 +14%
B
829
Bellecapital
Switzerland
$211K +$250K +2,295 New
IFG
830
Independent Financial Group
California
$210K +$249K +2,290 New
RWP
831
RWA Wealth Partners
Massachusetts
$209K
FG
832
Fiduciary Group
Georgia
$208K
SWM
833
SVA Wealth Management
Wisconsin
$208K
HSA
834
HBK Sorce Advisory
Pennsylvania
$207K +$17.5K +161 +8%
BCM
835
Beddow Capital Management
Wyoming
$206K
MCM
836
Manchester Capital Management
Vermont
$205K
FCA
837
FinTrust Capital Advisors
South Carolina
$204K -$73.9K -680 -23%
FCA
838
FLC Capital Advisors
California
$203K
CBT
839
Capital Bank & Trust
California
$202K
CFA
840
Carroll Financial Associates
North Carolina
$200K -$20.4K -188 -8%
FIA
841
Foundations Investment Advisors
Arizona
$200K
TL
842
TrueWealth LLC
Georgia
$200K
BWM
843
Baystate Wealth Management
Massachusetts
$200K +$1.2K +11 +0.5%
SWA
844
Sutton Wealth Advisors
Florida
$194K +$544 +5 +0.2%
FNBOSM
845
First National Bank of South Miami
Florida
$177K
WOC
846
West Oak Capital
California
$177K
RWG
847
Regal Wealth Group
California
$171K
FCM
848
Firestone Capital Management
Florida
$169K
UFF
849
USA Financial Formulas
Michigan
$169K +$67K +616 +50%
EW
850
Evoke Wealth
California
$164K -$136K -1,251 -41%