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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
626
Intellectus Partners
California
$31K – – –
RA
627
Rational Advisors
New York
$30K -$69.9K -3,691 -70%
WAP
628
Wealthcare Advisory Partners
Pennsylvania
$30K +$133 +7 +0.4%
PCG
629
Private Capital Group
Connecticut
$30K +$26.3K +1,388 +649%
BBHC
630
Brown Brothers Harriman & Co
New York
$29K -$8.03K -424 -21%
ACS
631
Archford Capital Strategies
Illinois
$29K +$31.3K +1,652 New
WT
632
Whittier Trust
California
$28K -$28.9K -1,526 -50%
CFN
633
Cordasco Financial Network
Florida
$28K +$28.4K +1,500 New
SFG
634
SevenBridge Financial Group
Pennsylvania
$26K – – –
FC
635
Ferris Capital
Massachusetts
$26K +$26.1K +1,380 New
FNB
636
Farmers National Bank
Kentucky
$24K – – –
HT
637
Heritage Trust
Oklahoma
$23K – – –
RIA
638
RPG Investment Advisory
California
$22K – – –
PFBT
639
Parkside Financial Bank & Trust
Missouri
$22K +$701 +37 +3%
AIM
640
Anchor Investment Management
South Carolina
$21.9K – – –
KA
641
Kaizen Advisory
Illinois
$21K – – –
PMFA
642
Plante Moran Financial Advisors
Michigan
$21K – – –
TFO
643
Tarbox Family Office
California
$21K – – –
RWA
644
Ropes Wealth Advisors
Massachusetts
$20K -$4.93K -260 -20%
RFM
645
Royal Fund Management
Florida
$20K – – –
SFA
646
Spectrum Financial Alliance
Kentucky
$20K +$20.8K +1,100 New
CG
647
Cutler Group
California
$18K +$19K +1,001 New
TDC
648
Thompson Davis & Co
Virginia
$17K -$28.6K -1,512 -63%
GRP
649
Global Retirement Partners
California
$17K -$1.86K -98 -10%
IFAM
650
Institutional & Family Asset Management
Colorado
$17K +$17.8K +940 New
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