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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
626
Optimum Investment Advisors
Illinois
$22K +$16.3K +1,078 +352%
1IA
627
1834 Investment Advisors
Wisconsin
$21K +$19.7K +1,300 New
BL
628
Balentine LLC
Georgia
$20K +$19K +1,256 New
IWA
629
Intercontinental Wealth Advisors
Texas
$19K – – –
RIA
630
RPG Investment Advisory
California
$19K – – –
WEC
631
Winslow Evans & Crocker
Massachusetts
$18K +$7.2K +476 +85%
CAL
632
Capital Analysts LLC
Pennsylvania
$17K – – –
CIAS
633
Capital Investment Advisory Services
North Carolina
$17K – – –
LWM
634
Liberty Wealth Management
California
$15K +$106 +7 +0.7%
AIC
635
Ameritas Investment Company
Nebraska
$14K +$13.1K +869 New
MCM
636
MV Capital Management
Maryland
$13K -$1.25K -83 -9%
GTAM
637
Global Trust Asset Management
Florida
$13K – – –
JCM
638
Jacobi Capital Management
Pennsylvania
$13K – – –
SSB
639
Sandy Spring Bank
Maryland
$13K +$9.07K +600 +300%
CI
640
CX Institutional
Indiana
$12K -$136K -8,977 -92%
LWANC
641
Laurel Wealth Advisors (North Carolina)
North Carolina
$12K -$9.21K -609 -45%
FGAM
642
Financial Gravity Asset Management
Texas
$12K -$453 -30 -4%
SNT
643
Security National Trust
West Virginia
$12K – – –
SIS
644
Sound Income Strategies
Florida
$12K – – –
WPA
645
West Paces Advisors
Georgia
$11.2K – – –
PFSC
646
Peoples Financial Services Corp
Pennsylvania
$11K – – –
TSW
647
Thompson Siegel & Walmsley
Virginia
$11K – – –
PB
648
Pinnacle Bancorp
Nebraska
$11K +$2.95K +195 +37%
PCG
649
Private Capital Group
Connecticut
$10K -$9.36K -619 -51%
BWM
650
BerganKDV Wealth Management
Minnesota
$10K – – –
24 25
26
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