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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
851
Sierra Capital
Florida
$3K – – –
BWM
852
Baystate Wealth Management
Massachusetts
$3K +$43 +2 +1%
JWM
853
Janiczek Wealth Management
Colorado
$2.97K +$304 +14 +12%
IAA
854
Independent Advisor Alliance
North Carolina
$2.91K +$182K +8,387 +7%
ACA
855
Atlas Capital Advisors
Wyoming
$2.78K – – –
JFA
856
JNBA Financial Advisors
Minnesota
$2.54K – – –
SIC
857
SJS Investment Consulting
Ohio
$2.48K +$1.34K +62 +117%
GJIA
858
Glass Jacobson Investment Advisors
Maryland
$2.33K +$2.34K +108 New
TFM
859
TFC Financial Management
Massachusetts
$2.29K – – –
AAG
860
Armstrong Advisory Group
Massachusetts
$2.29K +$2.3K +106 New
NF
861
Norwood Financial
Pennsylvania
$2.15K – – –
FCG
862
Financial Connections Group
California
$2K – – –
MPCL
863
My Personal CFO LLC
Washington
$1.88K +$1.89K +87 New
EBA
864
Eagle Bay Advisors
New York
$1.85K – – –
CS
865
Comerica Securities
Michigan
$1.65K +$1.65K +76 New
DI
866
Disciplined Investments
Oklahoma
$1.62K -$260 -12 -14%
LCM
867
Logan Capital Management
Pennsylvania
$1.57K – – –
WTC
868
WhitTier Trust Company
Nevada
$1.55K -$369 -17 -19%
RWPA
869
Richard W. Paul & Associates
Michigan
$1.16K +$1.17K +54 New
PO
870
Private Ocean
California
$1.06K +$1.06K +49 New
FMP
871
Financial Management Professionals
Texas
$1K -$8.52K -393 -92%
CAL
872
Capital Advisors Ltd
Ohio
$1K -$1.8K -83 -74%
CA
873
Centerpoint Advisors
Massachusetts
$1K – – –
ST
874
Sageworth Trust
Pennsylvania
$1K +$1.13K +52 New
TCA
875
Trifecta Capital Advisors
Illinois
$927 +$932 +43 New
33 34
35
36 37