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Regency Centers
REG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
401
AllSquare Wealth Management
New York
$21.5K – – –
TCWA
402
Turtle Creek Wealth Advisors
Texas
$19.5K +$18K +291 New
CA
403
Clearstead Advisors
Ohio
$18.8K -$39.6K -640 -70%
TFIPS
404
Towarzystwo Funduszy Inwestycyjnych PZU SA
$16.8K +$15.5K +250 New
MCM
405
Manchester Capital Management
Vermont
$16.6K +$15.3K +248 New
BTI
406
Blue Trust Inc
Georgia
$16K +$11.5K +186 +211%
MPWT
407
MassMutual Private Wealth & Trust
Connecticut
$15.7K -$371 -6 -3%
WTG
408
West Tower Group
Virginia
$15.5K +$14.3K +232 New
RFG
409
RFP Financial Group
Georgia
$15.3K +$8.1K +131 +134%
HPC
410
HM Payson & Co
Maine
$15.1K – – –
PFBT
411
Parkside Financial Bank & Trust
Missouri
$15K +$2.54K +41 +22%
FUBT
412
First United Bank & Trust
Maryland
$14.3K +$13.2K +214 New
LS
413
Livforsakringsbolaget Skandia
Sweden
$13.4K – – –
DGAM
414
Desjardins Global Asset Management
Quebec, Canada
$12.3K – – –
BIA
415
Bell Investment Advisors
California
$11.8K -$1.24K -20 -10%
ZB
416
Zions Bancorporation
Utah
$11.4K +$495 +8 +5%
AAG
417
Armstrong Advisory Group
Massachusetts
$10.1K – – –
LFA
418
LGT Financial Advisors
Texas
$9.71K -$5.13K -83 -36%
RIL
419
Rothschild Investment LLC
Illinois
$8.71K +$8.04K +130 New
VWM
420
Venturi Wealth Management
Texas
$8.44K +$2.66K +43 +52%
BGAI
421
Bruce G. Allen Investments
Colorado
$7.97K +$7.36K +119 New
DAM
422
Delta Asset Management
Tennessee
$7.84K – – –
FMII
423
Farmers & Merchants Investments Inc
Nebraska
$7.84K – – –
CTA
424
Colonial Trust Advisors
South Carolina
$7.5K – – –
HWA
425
HHM Wealth Advisors
Tennessee
$7.17K – – –
15 16
17
18 19