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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
501
Kingsview Wealth Management
Oregon
$352K -$973K -51,473 -75%
EWA
502
EverSource Wealth Advisors
Alabama
$351K -$8.3K -439 -2%
TFS
503
Thoroughbred Financial Services
Tennessee
$350K -$543K -28,732 -63%
P
504
Pitcairn
Pennsylvania
$348K +$26.1K +1,382 +9%
RP
505
Rowlandmiller & Partners
Georgia
$343K – – –
EI
506
Ellevest Inc
New York
$343K -$1.29K -68 -0.4%
IWC
507
Integrated Wealth Concepts
Massachusetts
$343K +$115K +6,061 +59%
CIC
508
Crawford Investment Counsel
Georgia
$343K -$3.97K -210 -1%
SPIA
509
Steward Partners Investment Advisory
New York
$343K +$117K +6,166 +61%
TA
510
Tectonic Advisors
Texas
$341K +$32.7K +1,730 +12%
HSG
511
Helen Stephens Group
Texas
$341K +$3.82K +202 +1%
FFM
512
Forum Financial Management
Illinois
$338K – – –
CGA
513
Crescent Grove Advisors
Illinois
$326K – – –
NHC
514
Nicholas Hoffman & Company
Georgia
$325K – – –
LIM
515
Lathrop Investment Management
Arkansas
$321K -$214K -11,307 -43%
HSA
516
HBK Sorce Advisory
Pennsylvania
$317K +$61.9K +3,275 +28%
PVM
517
Palogic Value Management
Texas
$316K – – –
IMCOOI
518
Investment Management Corp of Ontario (IMCO)
Canada
$315K -$1.79M -94,909 -86%
BL
519
Balentine LLC
Georgia
$315K -$42.5K -2,248 -13%
CTC
520
Central Trust Company
Missouri
$314K -$5.22K -276 -2%
BMA
521
Brooks Moore & Associates
Tennessee
$313K – – –
TPCW
522
TD Private Client Wealth
New York
$311K +$7.39K +391 +3%
HCPC
523
Hamilton Capital Partners (Canada)
$310K +$54.7K +2,895 +24%
WIA
524
World Investment Advisors
California
$309K +$277K +14,675 New
SP
525
Symmetry Partners
Connecticut
$308K -$1.25M -66,126 -82%
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