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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
726
West Oak Capital
California
$10K – – –
PCG
727
Private Capital Group
Connecticut
$10K +$2.23K +103 +28%
EWA
728
Evolution Wealth Advisors
Florida
$9K – – –
SSC
729
Syverson Strege & Co
Iowa
$9K +$65 +3 +0.7%
HPC
730
HM Payson & Co
Maine
$8K – – –
PFGIA
731
Patriot Financial Group Insurance Agency
Massachusetts
$8K – – –
CFD
732
Creative Financial Designs
Indiana
$8K +$22 +1 +0.2%
EIP
733
Ellis Investment Partners
Pennsylvania
$8K +$4.33K +200 +100%
CPWM
734
Cypress Point Wealth Management
Texas
$8K +$8.11K +375 New
BHWM
735
Bay Harbor Wealth Management
Maryland
$7K -$20K -924 -73%
CAGAS
736
Capital Advisory Group Advisory Services
Minnesota
$7K – – –
MCM
737
Manchester Capital Management
Vermont
$7K – – –
AS
738
Altshuler Shaham
Israel
$6K -$31.8K -1,471 -82%
FF
739
FourThought Financial
Florida
$6K -$11.6K -535 -61%
BFEC
740
Benjamin F. Edwards & Company
Missouri
$6K – – –
NFSG
741
Newbridge Financial Services Group
Florida
$6K – – –
PK
742
Pflug Koory
Nebraska
$6K – – –
SL
743
Savior LLC
Massachusetts
$6K – – –
CA
744
Crewe Advisors
Utah
$5K – – –
NSIM
745
North Star Investment Management
Illinois
$5K – – –
RWM
746
Raffa Wealth Management
District of Columbia
$4.88K – – –
MRCM
747
M&R Capital Management
New Jersey
$4K – – –
RA
748
Resolute Advisors
California
$4K – – –
SFSIG
749
San Francisco Sentry Investment Group
California
$4K – – –
TCOV
750
Trust Company of Vermont
Vermont
$4K – – –
28 29
30
31 32