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Regions Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CFM
551
Catalyst Funds Management
Australia
$449K -$411K -19,420 -50%
Vontobel Holding
552
Vontobel Holding
Switzerland
$449K +$111K +5,225 +38%
IPW
553
Impact Partnership Wealth
Georgia
$447K -$483K -22,832 -55%
Kovitz Investment Group Partners
554
Kovitz Investment Group Partners
Illinois
$446K -$7.45K -352 -2%
LIA
555
LBMC Investment Advisors
Tennessee
$445K +$4.49K +212 +1%
RWM
556
Ritholtz Wealth Management
New York
$440K +$23.1K +1,089 +6%
ACS
557
Archford Capital Strategies
Illinois
$439K +$395K +18,651 New
ASN
558
Advisory Services Network
Georgia
$438K +$14.9K +702 +4%
SFS
559
Sowell Financial Services
Arkansas
$437K +$53.5K +2,527 +16%
AWM
560
Apollon Wealth Management
South Carolina
$436K -$18.8K -889 -5%
AP
561
Atwood & Palmer
Missouri
$435K – – –
BWM
562
BCS Wealth Management
Tennessee
$433K +$254 +12 +0.1%
BP
563
Ballentine Partners
Massachusetts
$432K +$42.6K +2,011 +12%
BCA
564
Bay Colony Advisors
Massachusetts
$428K +$90K +4,250 +30%
DAM
565
Delta Asset Management
Tennessee
$428K – – –
VT
566
Vise Technologies
New York
$419K +$377K +17,815 New
BRWA
567
B. Riley Wealth Advisors
Florida
$413K -$55.1K -2,601 -13%
PAG
568
Private Advisor Group
New Jersey
$413K -$25.1K -1,184 -6%
SOW
569
State of Wyoming
Wyoming
$413K +$91.2K +4,311 +33%
HWAM
570
Hennion & Walsh Asset Management
New Jersey
$412K +$129K +6,094 +53%
DA
571
Denali Advisors
California
$412K +$371K +17,511 New
PMA
572
Prudent Man Advisors
Illinois
$410K +$369K +17,446 New
KeyBank National Association
573
KeyBank National Association
Ohio
$407K -$4.23K -200 -1%
BCV
574
Banque Cantonale Vaudoise
Switzerland
$404K -$50.8K -2,399 -12%
SNB
575
Security National Bank
Nebraska
$403K +$4.93K +233 +1%