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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
451
ASB Consultores
Florida
$499K -$44.8K -1,904 -8%
CRC
452
Curi RMB Capital
Illinois
$499K -$14.1K -600 -3%
LA
453
Lynch & Associates
Indiana
$499K – – –
CAN
454
Claraphi Advisory Network
United States
$496K – – –
FFM
455
Forum Financial Management
Illinois
$485K – – –
EI
456
Ellevest Inc
New York
$482K +$116K +4,948 +30%
PP
457
Paloma Partners
Connecticut
$481K -$2.85M -120,955 -85%
LIA
458
LBMC Investment Advisors
Tennessee
$478K +$2.68K +114 +0.5%
DSN
459
D. Scott Neal
Kentucky
$477K – – –
FWM
460
Frontier Wealth Management
Missouri
$473K +$72.9K +3,100 +16%
IAA
461
Independent Advisor Alliance
North Carolina
$472K -$544K -23,124 -52%
SFG
462
Sunburst Financial Group
Alabama
$468K -$23.5K -1,000 -5%
AP
463
Atwood & Palmer
Missouri
$467K -$4.94K -210 -1%
TWI
464
Thomas White International
Illinois
$467K – – –
SB
465
Simmons Bank
Arkansas
$465K – – –
GT
466
Greenleaf Trust
Michigan
$465K +$48.6K +2,066 +11%
I
467
INVST
Indiana
$453K +$1.27K +54 +0.2%
ECG
468
Edge Capital Group
Georgia
$447K +$2.96K +126 +0.6%
DAM
469
Delta Asset Management
Tennessee
$442K -$7.15K -304 -2%
RCA
470
Resonant Capital Advisors
Wisconsin
$438K -$3.39K -144 -0.7%
BSW
471
Buckingham Strategic Wealth
Missouri
$435K -$53.5K -2,274 -10%
WPC
472
Waters Parkerson & Co
Louisiana
$435K -$15.3K -651 -3%
GL
473
Graypoint LLC
New York
$435K +$21.5K +913 +5%
SC
474
Savant Capital
Illinois
$433K +$13.2K +563 +3%
NI
475
NFC Investments
Tennessee
$428K – – –
17 18
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