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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
626
First Personal Financial Services
North Carolina
$22K +$871 +59 +4%
PCG
627
Private Capital Group
Connecticut
$22K +$11.1K +755 +162%
OIA
628
OneDigital Investment Advisors
Kansas
$21K – – –
SFG
629
SevenBridge Financial Group
Pennsylvania
$21K – – –
TFO
630
Tarbox Family Office
California
$21K +$1.2K +81 +6%
PFBT
631
Parkside Financial Bank & Trust
Missouri
$20K -$753 -51 -4%
LWANC
632
Laurel Wealth Advisors (North Carolina)
North Carolina
$20K +$11.1K +750 +123%
IWA
633
Intercontinental Wealth Advisors
Texas
$18K – – –
RIA
634
RPG Investment Advisory
California
$18K – – –
CIAS
635
Capital Investment Advisory Services
North Carolina
$17K -$5.91K -400 -27%
CAL
636
Capital Analysts LLC
Pennsylvania
$17K – – –
MCM
637
MV Capital Management
Maryland
$14K -$3.44K -233 -20%
GRP
638
Global Retirement Partners
California
$14K +$13.6K +923 New
LWM
639
Liberty Wealth Management
California
$14K +$13.9K +942 New
SLF
640
Sun Life Financial
Ontario, Canada
$12K -$13.5K -913 -53%
GTAM
641
Global Trust Asset Management
Florida
$12K – – –
JCM
642
Jacobi Capital Management
Pennsylvania
$12K – – –
SNT
643
Security National Trust
West Virginia
$12K – – –
FGAM
644
Financial Gravity Asset Management
Texas
$12K +$8.71K +590 +322%
SIS
645
Sound Income Strategies
Florida
$11K – – –
WPA
646
West Paces Advisors
Georgia
$10.6K – – –
BWM
647
BerganKDV Wealth Management
Minnesota
$10K – – –
PFSC
648
Peoples Financial Services Corp
Pennsylvania
$10K – – –
TSW
649
Thompson Siegel & Walmsley
Virginia
$10K – – –
WEC
650
Winslow Evans & Crocker
Massachusetts
$10K – – –
24 25
26
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