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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
601
Ballew Advisors
Mississippi
$66K +$37 +2 +0.1%
GLI
602
Guardian Life Insurance
New York
$55K +$7.94K +424 +16%
MA
603
MCF Advisors
Kentucky
$54K – – –
SLF
604
Sun Life Financial
Ontario, Canada
$54K +$55.1K +2,945 +3,100%
RWP
605
RWA Wealth Partners
Massachusetts
$53K +$18.7K +1,000 +50%
PCM
606
Poehling Capital Management
Wisconsin
$53K +$56.2K +3,000 New
ZB
607
Zions Bancorporation
Utah
$50K -$281 -15 -0.5%
GAM
608
Gemmer Asset Management
California
$50K – – –
KA
609
Kaizen Advisory
Illinois
$50K +$30.9K +1,652 +143%
FPFS
610
First Personal Financial Services
North Carolina
$49K – – –
JFA
611
JNBA Financial Advisors
Minnesota
$49K – – –
SIAS
612
Shine Investment Advisory Services
Colorado
$46K – – –
MFW
613
Mosaic Family Wealth
Missouri
$46K +$3.13K +167 +7%
SGAM
614
Smith Group Asset Management
Texas
$44K -$5.24K -280 -10%
VCM
615
Versant Capital Management
Arizona
$41K – – –
MIM
616
Macroview Investment Management
Maryland
$40K – – –
ACA
617
Atlas Capital Advisors
Wyoming
$37.1K +$39.4K +2,105 New
SIM
618
Sonora Investment Management
Arizona
$36K – – –
GCM
619
Gables Capital Management
Florida
$36K +$37.5K +2,000 New
BBHC
620
Brown Brothers Harriman & Co
New York
$35K +$7.49K +400 +26%
RE
621
RBC Europe
United Kingdom
$33.1K – – –
CAC
622
Certified Advisory Corp
Florida
$33K -$18.8K -1,005 -35%
RA
623
Rational Advisors
New York
$32K +$3.54K +189 +12%
CFN
624
Cordasco Financial Network
Florida
$30K +$3.28K +175 +12%
FGAM
625
Financial Gravity Asset Management
Texas
$30K +$28.2K +1,506 +1,751%
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