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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
751
Sandy Spring Bank
Maryland
$4K +$4.07K +188 New
AA
752
Ancora Advisors
Ohio
$4K +$4.24K +196 New
CA
753
Centerpoint Advisors
Massachusetts
$3K -$2.16K -100 -40%
BC
754
Bartlett & Co
Ohio
$3K – – –
TFGT
755
TS Financial Group (TSFG)
Illinois
$3K – – –
BWM
756
Baystate Wealth Management
Massachusetts
$3K +$22 +1 +0.7%
AWM
757
Accel Wealth Management
Iowa
$3K +$1.71K +79 +113%
MCM
758
MV Capital Management
Maryland
$3K +$2.46K +114 +317%
LWCFA
759
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K +$3.2K +148 New
BCWM
760
Bartlett & Co Wealth Management
Ohio
$2.99K – – –
TC
761
Truvestments Capital
Florida
$2K -$21.5K -992 -89%
BWA
762
BDO Wealth Advisors
Florida
$2K – – –
GWSG
763
GPS Wealth Strategies Group
Colorado
$2K – – –
JFA
764
JNBA Financial Advisors
Minnesota
$2K – – –
TFM
765
TFC Financial Management
Massachusetts
$2K – – –
MF
766
Magnetar Financial
Illinois
$1.75K +$1.88M +86,736 New
WTC
767
WhitTier Trust Company
Nevada
$1K – – –
GAM
768
Gemmer Asset Management
California
$1K +$562 +26 New
AFG
769
Albion Financial Group
Utah
$1K +$930 +43 New
FMP
770
Financial Management Professionals
Texas
$1K +$1.19K +55 New
GI
771
Gradient Investments
Minnesota
$1K +$1.38K +64 New
WA
772
Waddell & Associates
Tennessee
$392 +$420K +19,425 New
BBHC
773
Brown Brothers Harriman & Co
New York
$219 -$14.5K -670 -6%
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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