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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
ARMT
501
Amica Retiree Medical Trust
Rhode Island
$71K – – –
WAM
502
Wealthspire Advisors (Maryland)
Maryland
$67K +$646 +69 +1%
WTB
503
Washington Trust Bank
Washington
$66K +$63K +6,729 New
CA
504
Claar Advisors
New York
$62K +$58.3K +6,232 New
QCG
505
Quadrant Capital Group
Ohio
$61K – – –
WP
506
WealthPLAN Partners
Nebraska
$58.7K -$54.5K -5,823 -50%
KKAMG
507
Kernodle & Katon Asset Management Group
Arkansas
$52K +$30.8K +3,288 +169%
AIM
508
Acrospire Investment Management
Illinois
$48K -$94.5K -10,100 -67%
GLI
509
Guardian Life Insurance
New York
$47K -$852 -91 -2%
S
510
SignatureFD
Georgia
$46K +$6.72K +718 +18%
JFA
511
JNBA Financial Advisors
Minnesota
$46K +$17.8K +1,905 +69%
DADC
512
D.A. Davidson & Co
Montana
$43K +$5.62K +600 +15%
ASN
513
Advisory Services Network
Georgia
$42K – – –
CPP
514
Crow Point Partners
Massachusetts
$42K +$40.7K +4,345 New
HFM
515
Hartford Financial Management
Connecticut
$41K – – –
SGAM
516
Smith Group Asset Management
Texas
$38K +$3.75K +400 +12%
PCM
517
Prelude Capital Management
New York
$37K +$23.1K +2,466 +189%
SAMC
518
Shinko Asset Management Company
Japan
$33K – – –
KLI
519
Kelman-Lazarov Inc
Tennessee
$32.7K -$2.81K -300 -8%
CFA
520
CT Financial Advisors
Pennsylvania
$32K – – –
WA
521
WFG Advisors
Texas
$32K -$55.5K -5,925 -64%
CAW
522
Cornerstone Advisors (Washington)
Washington
$32K +$8.57K +915 +40%
NFG
523
Next Financial Group
Texas
$32K +$9.79K +1,046 +48%
WT
524
Whittier Trust
California
$30K +$103 +11 +0.4%
VCM
525
Versant Capital Management
Arizona
$29K +$608 +65 +2%
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