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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
MR
501
Munich Reinsurance
$894K +$831K +29,615 New
FCP
502
Fidelis Capital Partners
Florida
$876K +$8.59K +306 +1%
WWM
503
Western Wealth Management
Colorado
$876K -$646 -23 -0.1%
HR
504
Hardy Reed
Mississippi
$870K +$82K +2,921 +11%
PPC
505
Park Place Capital
Alabama
$865K +$792K +28,204 +6,352%
DILIC
506
Dai-ichi Life Insurance Company
Japan
$861K +$31.8K +1,133 +4%
AWM
507
Apollon Wealth Management
South Carolina
$858K -$24.9K -886 -3%
LOAMS
508
Lombard Odier Asset Management (Switzerland)
Switzerland
$855K -$143K -5,100 -15%
MSA
509
MUFG Securities Americas
New York
$852K +$59.4K +2,117 +8%
OIMU
510
Osmosis Investment Management UK
United Kingdom
$841K -$527K -18,775 -40%
EWM
511
Empirical Wealth Management
Washington
$840K +$103K +3,675 +15%
LIA
512
LBMC Investment Advisors
Tennessee
$839K -$8.7K -310 -1%
KWA
513
Kingswood Wealth Advisors
California
$834K +$18.2K +650 +2%
CFO
514
Callan Family Office
Pennsylvania
$834K +$337 +12 +0%
GAM
515
Gotham Asset Management
New York
$831K -$9.32K -332 -1%
XF
516
XML Financial
Maryland
$827K -$8.42K -300 -1%
NMIMC
517
Northwestern Mutual Investment Management Company
Wisconsin
$826K -$11.6K -413 -1%
LAM
518
L2 Asset Management
Massachusetts
$813K +$755K +26,908 New
DO
519
denkapparat Operations
Germany
$811K – – –
EOJOAM
520
E. Ohman J:or Asset Management
Sweden
$808K – – –
RCA
521
Resonant Capital Advisors
Wisconsin
$793K +$2.61K +93 +0.4%
PAW
522
Plan A Wealth
Nebraska
$791K +$65.1K +2,321 +10%
FCM
523
Fourpath Capital Management
Oklahoma
$790K +$734K +26,146 New
LWM
524
LJI Wealth Management
Indiana
$783K – – –
QCG
525
Quadrant Capital Group
Ohio
$781K -$39.4K -1,404 -5%
19 20
21
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