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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
601
Cutler Group
California
$67K +$52.4K +2,799 +280%
BA
602
Ballew Advisors
Mississippi
$66K +$37 +2 +0.1%
GLI
603
Guardian Life Insurance
New York
$55K +$7.94K +424 +16%
MA
604
MCF Advisors
Kentucky
$54K – – –
SLF
605
Sun Life Financial
Ontario, Canada
$54K +$55.1K +2,945 +3,100%
RWP
606
RWA Wealth Partners
Massachusetts
$53K +$18.7K +1,000 +50%
PCM
607
Poehling Capital Management
Wisconsin
$53K +$56.2K +3,000 New
ZB
608
Zions Bancorporation
Utah
$50K -$281 -15 -0.5%
GAM
609
Gemmer Asset Management
California
$50K – – –
KA
610
Kaizen Advisory
Illinois
$50K +$30.9K +1,652 +143%
FPFS
611
First Personal Financial Services
North Carolina
$49K – – –
JFA
612
JNBA Financial Advisors
Minnesota
$49K – – –
SIAS
613
Shine Investment Advisory Services
Colorado
$46K – – –
MFW
614
Mosaic Family Wealth
Missouri
$46K +$3.13K +167 +7%
SGAM
615
Smith Group Asset Management
Texas
$44K -$5.24K -280 -10%
VCM
616
Versant Capital Management
Arizona
$41K – – –
MIM
617
Macroview Investment Management
Maryland
$40K – – –
ACA
618
Atlas Capital Advisors
Wyoming
$37.1K +$39.4K +2,105 New
SIM
619
Sonora Investment Management
Arizona
$36K – – –
GCM
620
Gables Capital Management
Florida
$36K +$37.5K +2,000 New
BBHC
621
Brown Brothers Harriman & Co
New York
$35K +$7.49K +400 +26%
RE
622
RBC Europe
United Kingdom
$33.1K – – –
CAC
623
Certified Advisory Corp
Florida
$33K -$18.8K -1,005 -35%
RA
624
Rational Advisors
New York
$32K +$3.54K +189 +12%
CFN
625
Cordasco Financial Network
Florida
$30K +$3.28K +175 +12%
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