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Regency Centers
REG

Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
351
Institutional & Family Asset Management
Colorado
$5K – – –
TWM
352
Tradition Wealth Management
Minnesota
$5K +$66 +1 +1%
TAIM
353
TD Ameritrade Investment Management
Nebraska
$4K -$995 -15 -19%
SWA
354
Sutton Wealth Advisors
Florida
$3.8K +$398 +6 +10%
GWS
355
Glassman Wealth Services
Virginia
$3K -$7.49K -113 -67%
HR
356
Howe & Rusling
New York
$3K -$597 -9 -16%
BIA
357
Bell Investment Advisors
California
$3K +$3.51K +53 New
CCM
358
Covington Capital Management
California
$2K -$2.39K -36 -48%
FHA
359
First Horizon Advisors
Tennessee
$2K -$1.46K -22 -37%
EWA
360
EverSource Wealth Advisors
Alabama
$2K -$862 -13 -28%
AF
361
Advisornet Financial
Minnesota
$2K – – –
ANBT
362
American National Bank & Trust
Texas
$2K – – –
BWM
363
BerganKDV Wealth Management
Minnesota
$2K – – –
WTA
364
Washington Trust Advisors
Massachusetts
$2K – – –
BTI
365
Blue Trust Inc
Georgia
$2K +$2.06K +31 New
LF
366
Lee Financial
Texas
$2K +$2.06K +31 +775%
BPC
367
Banque Pictet & Cie
Switzerland
$1.36K +$1.52M +22,949 New
RWM
368
Raffa Wealth Management
District of Columbia
$1.07K – – –
GRP
369
Global Retirement Partners
California
$1K -$6.23K -94 -79%
FMP
370
Financial Management Professionals
Texas
$1K -$398 -6 -35%
EWM
371
Endurance Wealth Management
Rhode Island
$1K – – –
FPS
372
Fieldpoint Private Securities
Connecticut
$1K – – –
UFF
373
USA Financial Formulas
Michigan
$1K – – –
MPWT
374
MassMutual Private Wealth & Trust
Connecticut
$1K +$199 +3 +30%
GKIM
375
GW&K Investment Management
Massachusetts
$1K +$265 +4 +67%
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