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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
601
Lee Financial
Texas
$54K – – –
HI
602
Human Investing
Oregon
$54K +$64.3K +4,004 New
AAP
603
Arax Advisory Partners
Colorado
$50K +$39.1K +2,434 +184%
ZB
604
Zions Bancorporation
Utah
$49K +$13.5K +839 +30%
FCA
605
FinTrust Capital Advisors
South Carolina
$44K +$52.4K +3,260 New
FIB
606
First Interstate Bank
Montana
$43K – – –
CAM
607
Cresset Asset Management
Illinois
$42K +$50.5K +3,144 New
KA
608
Kaizen Advisory
Illinois
$41K +$3.92K +244 +9%
MA
609
MCF Advisors
Kentucky
$40K – – –
DWM
610
Doyle Wealth Management
Florida
$40K +$48.2K +3,000 New
GLI
611
Guardian Life Insurance
New York
$39K -$3.25K -202 -6%
SLF
612
Sun Life Financial
Ontario, Canada
$38K -$2.94K -183 -6%
GAM
613
Gemmer Asset Management
California
$37K – – –
WT
614
Whittier Trust
California
$37K +$20.4K +1,270 +85%
FPFS
615
First Personal Financial Services
North Carolina
$36K -$225 -14 -0.5%
SIAS
616
Shine Investment Advisory Services
Colorado
$35K – – –
HNB
617
Huntington National Bank
Ohio
$32K -$270K -16,820 -88%
VCM
618
Versant Capital Management
Arizona
$31K – – –
FANJ
619
Financial Architects (New Jersey)
New Jersey
$31K +$37K +2,300 New
MIM
620
Macroview Investment Management
Maryland
$30K – – –
AIC
621
Ameritas Investment Company
Nebraska
$30K +$35.8K +2,229 New
LFA
622
Legacy Financial Advisors
Kentucky
$30K +$36.3K +2,257 New
SGAM
623
Smith Group Asset Management
Texas
$28K -$321 -20 -1%
MFW
624
Mosaic Family Wealth
Missouri
$27K -$7.41K -461 -18%
GCM
625
Gables Capital Management
Florida
$27K – – –
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