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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
501
Claraphi Advisory Network
United States
$399K -$38K -1,800 -8%
WFA
502
Wipfli Financial Advisors
Wisconsin
$396K +$413K +19,581 New
MS
503
Maven Securities
Jersey
$395K +$416K +19,688 New
B
504
Bailard
California
$391K +$7.62K +361 +2%
ACM
505
AlphaStar Capital Management
North Carolina
$388K +$28.4K +1,347 +7%
NI
506
NFC Investments
Tennessee
$386K – – –
CIM
507
Contravisory Investment Management
Massachusetts
$380K – – –
TA
508
TrueWealth Advisors
Alabama
$377K – – –
PCIA
509
Prime Capital Investment Advisors
Kansas
$377K +$6.06K +287 +2%
SC
510
Savant Capital
Illinois
$377K +$15.2K +720 +4%
GLA
511
Great Lakes Advisors
Illinois
$373K -$1.05M -49,934 -73%
LSAG
512
Lake Street Advisors Group
New Hampshire
$373K +$12.4K +588 +3%
RP
513
Riverwater Partners
Wisconsin
$372K +$127 +6 +0%
CIM
514
Chiron Investment Management
New York
$370K +$389K +18,446 New
MCA
515
Millennium Capital Advisors
Arkansas
$368K -$12K -567 -3%
MWM
516
Meridian Wealth Management
Kentucky
$362K -$5.43M -257,173 -93%
TFS
517
TrustCore Financial Services
Tennessee
$362K – – –
LSA
518
Lansing Street Advisors
Pennsylvania
$362K +$52.4K +2,484 +16%
NAM
519
NorthCrest Asset Manangement
Minnesota
$361K – – –
FG
520
Fiduciary Group
Georgia
$357K -$5.28K -250 -2%
CL
521
CPWM LLC
Washington
$357K -$4.2K -199 -1%
PVH
522
Psagot Value Holdings
Israel
$355K – – –
MNBTD
523
Moody National Bank Trust Division
Texas
$354K – – –
TIM
524
Thompson Investment Management
Wisconsin
$353K – – –
CTC
525
Central Trust Company
Missouri
$350K +$93.1K +4,411 +34%
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