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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
501
Cetera Advisors
Colorado
$401K +$10K +475 +2%
CS
502
Capital Square
Tennessee
$399K -$129K -6,110 -23%
CAN
503
Claraphi Advisory Network
United States
$399K -$38K -1,800 -8%
WFA
504
Wipfli Financial Advisors
Wisconsin
$396K +$413K +19,581 New
MS
505
Maven Securities
Jersey
$395K +$416K +19,688 New
B
506
Bailard
California
$391K +$7.62K +361 +2%
ACM
507
AlphaStar Capital Management
North Carolina
$388K +$28.4K +1,347 +7%
NI
508
NFC Investments
Tennessee
$386K – – –
CIM
509
Contravisory Investment Management
Massachusetts
$380K – – –
TA
510
TrueWealth Advisors
Alabama
$377K – – –
PCIA
511
Prime Capital Investment Advisors
Kansas
$377K +$6.06K +287 +2%
SC
512
Savant Capital
Illinois
$377K +$15.2K +720 +4%
GLA
513
Great Lakes Advisors
Illinois
$373K -$1.05M -49,934 -73%
LSAG
514
Lake Street Advisors Group
New Hampshire
$373K +$12.4K +588 +3%
RP
515
Riverwater Partners
Wisconsin
$372K +$127 +6 +0%
CIM
516
Chiron Investment Management
New York
$370K +$389K +18,446 New
MCA
517
Millennium Capital Advisors
Arkansas
$368K -$12K -567 -3%
MWM
518
Meridian Wealth Management
Kentucky
$362K -$5.43M -257,173 -93%
TFS
519
TrustCore Financial Services
Tennessee
$362K – – –
LSA
520
Lansing Street Advisors
Pennsylvania
$362K +$52.4K +2,484 +16%
NAM
521
NorthCrest Asset Manangement
Minnesota
$361K – – –
FG
522
Fiduciary Group
Georgia
$357K -$5.28K -250 -2%
CL
523
CPWM LLC
Washington
$357K -$4.2K -199 -1%
PVH
524
Psagot Value Holdings
Israel
$355K – – –
MNBTD
525
Moody National Bank Trust Division
Texas
$354K – – –
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