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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
551
O'Shaughnessy Asset Management
Connecticut
$148K +$151K +10,214 New
CWM
552
Cornerstone Wealth Management
Missouri
$146K +$150K +10,148 New
CBU
553
CIBC Bank USA
Illinois
$145K – – –
TH
554
TCTC Holdings
Texas
$145K – – –
FPA
555
Fieldpoint Private Advisors
New York
$143K -$5.66M -383,370 -97%
SIC
556
Salem Investment Counselors
North Carolina
$131K – – –
BFEC
557
Benjamin F. Edwards & Company
Missouri
$126K +$413 +28 +0.3%
GT
558
Glenmede Trust
Pennsylvania
$125K -$20.3K -1,374 -14%
IR
559
Invictus RG
Bermuda
$110K -$27.2K -1,845 -20%
ST
560
Spot Trading
Illinois
$110K +$112K +7,564 New
WAM
561
Wealthspire Advisors (Maryland)
Maryland
$104K +$9.83K +666 +10%
FPF
562
FNY Partners Fund
New York
$103K +$105K +7,105 New
QCG
563
Quadrant Capital Group
Ohio
$97K +$5.16K +350 +5%
FWM
564
Focused Wealth Management
New York
$80K +$81.2K +5,500 New
ST
565
Smithfield Trust
Pennsylvania
$79K +$80.1K +5,430 New
ASN
566
Advisory Services Network
Georgia
$71K +$72.3K +4,900 New
KKAMG
567
Kernodle & Katon Asset Management Group
Arkansas
$70K -$10.4K -706 -13%
GLI
568
Guardian Life Insurance
New York
$68K -$915 -62 -1%
FBT
569
First Bank & Trust
South Dakota
$67K +$20.1K +1,363 +42%
AIM
570
Acrospire Investment Management
Illinois
$64K -$48.7K -3,300 -43%
LF
571
Lee Financial
Texas
$63K – – –
LNB
572
Ledyard National Bank
$63K +$39.8K +2,700 +160%
HFM
573
Hartford Financial Management
Connecticut
$61K – – –
BIG
574
Bellwether Investment Group
Tennessee
$60K -$88.2K -5,976 -59%
GBT
575
Grove Bank & Trust
Florida
$60K – – –
21 22
23
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