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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
WWMSC
751
Wagner Wealth Management (South Carolina)
South Carolina
$4K – – –
LF
752
Lee Financial
Texas
$4K +$3.83K +177 New
SSB
753
Sandy Spring Bank
Maryland
$4K +$4.07K +188 New
AA
754
Ancora Advisors
Ohio
$4K +$4.24K +196 New
CA
755
Centerpoint Advisors
Massachusetts
$3K -$2.16K -100 -40%
BC
756
Bartlett & Co
Ohio
$3K – – –
TFGT
757
TS Financial Group (TSFG)
Illinois
$3K – – –
BWM
758
Baystate Wealth Management
Massachusetts
$3K +$22 +1 +0.7%
AWM
759
Accel Wealth Management
Iowa
$3K +$1.71K +79 +113%
MCM
760
MV Capital Management
Maryland
$3K +$2.46K +114 +317%
LWCFA
761
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K +$3.2K +148 New
BCWM
762
Bartlett & Co Wealth Management
Ohio
$2.99K – – –
TC
763
Truvestments Capital
Florida
$2K -$21.5K -992 -89%
BWA
764
BDO Wealth Advisors
Florida
$2K – – –
GWSG
765
GPS Wealth Strategies Group
Colorado
$2K – – –
JFA
766
JNBA Financial Advisors
Minnesota
$2K – – –
TFM
767
TFC Financial Management
Massachusetts
$2K – – –
WTC
768
WhitTier Trust Company
Nevada
$1K – – –
GAM
769
Gemmer Asset Management
California
$1K +$562 +26 New
AFG
770
Albion Financial Group
Utah
$1K +$930 +43 New
FMP
771
Financial Management Professionals
Texas
$1K +$1.19K +55 New
GI
772
Gradient Investments
Minnesota
$1K +$1.38K +64 New
WA
773
WestEnd Advisors
North Carolina
$201 – – –
PWAG
774
Polaris Wealth Advisory Group
California
– -$20.9M -983,153 Closed
AIM
775
Artemis Investment Management
United Kingdom
– -$14.6M -705,815 Closed
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