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Regions Financial

Name Holding Trade Value Shares
Change
Change in
Stake
RA
726
Resolute Advisors
California
$4K – – –
SSB
727
Sandy Spring Bank
Maryland
$4K – – –
MCM
728
MV Capital Management
Maryland
$4K +$696 +35 +23%
OSNBOA
729
Old Second National Bank of Aurora
Illinois
$4K +$3.62K +182 New
PA
730
PSI Advisors
Florida
$4K +$3.96K +199 New
SIAP
731
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4K +$4K +201 New
CI Investments Inc
732
CI Investments Inc
Ontario, Canada
$3K -$724K -36,382 -100%
AWM
733
Accel Wealth Management
Iowa
$3K – – –
JFA
734
JNBA Financial Advisors
Minnesota
$3K – – –
TC
735
Truvestments Capital
Florida
$3K – – –
TFGT
736
TS Financial Group (TSFG)
Illinois
$3K – – –
BWM
737
Baystate Wealth Management
Massachusetts
$3K +$40 +2 +1%
DOA
738
D'Orazio & Associates
Virginia
$3K +$2.47K +124 New
CPC
739
Consolidated Planning Corp
Georgia
$3K +$2.51K +126 New
BWL
740
Bogart Wealth LLC
Virginia
$3K +$2.67K +134 New
EWM
741
Edge Wealth Management
New York
$3K +$2.98K +150 New
BHWM
742
Bay Harbor Wealth Management
Maryland
$2K -$4.75K -239 -72%
CA
743
Centerpoint Advisors
Massachusetts
$2K -$995 -50 -33%
BWA
744
BDO Wealth Advisors
Florida
$2K – – –
GWSG
745
GPS Wealth Strategies Group
Colorado
$2K – – –
TFM
746
TFC Financial Management
Massachusetts
$2K – – –
WTC
747
WhitTier Trust Company
Nevada
$2K – – –
EBA
748
Eagle Bay Advisors
New York
$2K +$1.55K +78 New
AFG
749
Albion Financial Group
Utah
$1K – – –
FMP
750
Financial Management Professionals
Texas
$1K – – –