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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
676
RPG Investment Advisory
California
$21K – – –
CFG
677
Citizens Financial Group
Rhode Island
$20K +$10.1K +614 +112%
VCP
678
Verus Capital Partners
Arizona
$20K +$19.5K +1,183 New
CAL
679
Capital Analysts LLC
Pennsylvania
$19K – – –
FCM
680
Firestone Capital Management
Florida
$19K +$18.4K +1,115 New
KWM
681
Keebeck Wealth Management
Illinois
$18K +$17.6K +1,071 New
SWM
682
Sugarloaf Wealth Management
Georgia
$17K +$16.5K +1,000 New
LWM
683
Liberty Wealth Management
California
$16K +$115 +7 +0.7%
CFN
684
Cordasco Financial Network
Florida
$15K -$9.88K -600 -40%
AIC
685
Ameritas Investment Company
Nebraska
$15K -$263 -16 -2%
MCM
686
MV Capital Management
Maryland
$15K – – –
EI
687
Ellevest Inc
New York
$15K +$12.9K +786 +819%
RWB
688
RMR Wealth Builders
New Jersey
$15K +$14.8K +896 New
GFPC
689
Global Financial Private Client
Florida
$14K +$13.5K +818 New
GTAM
690
Global Trust Asset Management
Florida
$14K – – –
JCM
691
Jacobi Capital Management
Pennsylvania
$14K – – –
LWANC
692
Laurel Wealth Advisors (North Carolina)
North Carolina
$13K – – –
SNT
693
Security National Trust
West Virginia
$13K – – –
RCA
694
Ranch Capital Advisors
Florida
$13K +$12.3K +747 New
WPA
695
West Paces Advisors
Georgia
$12.2K – – –
PFSC
696
Peoples Financial Services Corp
Pennsylvania
$12K – – –
SIS
697
Sound Income Strategies
Florida
$12K – – –
TSW
698
Thompson Siegel & Walmsley
Virginia
$12K – – –
BWM
699
BerganKDV Wealth Management
Minnesota
$12K +$938 +57 +9%
AA
700
Advisory Alpha
Michigan
$11.2K +$10.8K +655 +2,339%
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