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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
426
Allred Capital Management
Texas
$617K – – –
JSC
427
Jackson Square Capital
California
$610K +$348K +16,467 +118%
PAG
428
Private Advisor Group
New Jersey
$608K -$7.22K -342 -1%
DC
429
Davenport & Co
Virginia
$608K -$887 -42 -0.1%
KA
430
Kintegral Advisory
New York
$608K – – –
MCM
431
MAI Capital Management
Ohio
$607K +$86.9K +4,118 +16%
FIM
432
Freedom Investment Management
Connecticut
$607K -$39.8K -1,883 -6%
HI
433
Horizon Investments
North Carolina
$605K +$137K +6,490 +27%
SAI
434
Systematic Alpha Investments
New Jersey
$594K – – –
CAG
435
Csenge Advisory Group
Florida
$594K +$12.9K +609 +2%
BPA
436
Beacon Pointe Advisors
California
$592K -$11.9K -562 -2%
CCB
437
Country Club Bank
Missouri
$588K -$11.8K -560 -2%
DT
438
Diversified Trust
Tennessee
$585K -$282K -13,345 -31%
AAM
439
Advisors Asset Management
Colorado
$583K +$337K +15,959 +122%
JWCA
440
J.W. Cole Advisors
Florida
$582K +$1.06K +50 +0.2%
BAM
441
Blueshift Asset Management
New Jersey
$577K +$326K +15,443 +116%
HIP
442
HUB Investment Partners
Texas
$574K – – –
CCP
443
Corient Capital Partners
California
$559K +$36K +1,707 +6%
CA
444
Callahan Advisors
Texas
$558K -$31.7K -1,500 -5%
MA
445
Montag & Associates
Georgia
$558K – – –
CIAS
446
Capital Investment Advisory Services
North Carolina
$554K -$18.5K -875 -3%
JSL
447
JT Stratford LLC
Georgia
$554K -$17.5K -829 -3%
LIM
448
Lathrop Investment Management
Arkansas
$553K – – –
PFO
449
Pathstone Family Office
New Jersey
$550K +$251K +11,888 +77%
SFS
450
Sowell Financial Services
Arkansas
$546K +$195K +9,253 +52%
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