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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
501
Thoroughbred Financial Services
Tennessee
$350K -$543K -28,732 -63%
P
502
Pitcairn
Pennsylvania
$348K +$26.1K +1,382 +9%
RP
503
Rowlandmiller & Partners
Georgia
$343K – – –
EI
504
Ellevest Inc
New York
$343K -$1.29K -68 -0.4%
IWC
505
Integrated Wealth Concepts
Massachusetts
$343K +$115K +6,061 +59%
CIC
506
Crawford Investment Counsel
Georgia
$343K -$3.97K -210 -1%
SPIA
507
Steward Partners Investment Advisory
New York
$343K +$117K +6,166 +61%
TA
508
Tectonic Advisors
Texas
$341K +$32.7K +1,730 +12%
HSG
509
Helen Stephens Group
Texas
$341K +$3.82K +202 +1%
FFM
510
Forum Financial Management
Illinois
$338K – – –
CGA
511
Crescent Grove Advisors
Illinois
$326K – – –
NHC
512
Nicholas Hoffman & Company
Georgia
$325K – – –
LIM
513
Lathrop Investment Management
Arkansas
$321K -$214K -11,307 -43%
HSA
514
HBK Sorce Advisory
Pennsylvania
$317K +$61.9K +3,275 +28%
PVM
515
Palogic Value Management
Texas
$316K – – –
IMCOOI
516
Investment Management Corp of Ontario (IMCO)
Canada
$315K -$1.79M -94,909 -86%
BL
517
Balentine LLC
Georgia
$315K -$42.5K -2,248 -13%
CTC
518
Central Trust Company
Missouri
$314K -$5.22K -276 -2%
BMA
519
Brooks Moore & Associates
Tennessee
$313K – – –
TPCW
520
TD Private Client Wealth
New York
$311K +$7.39K +391 +3%
HCPC
521
Hamilton Capital Partners (Canada)
$310K +$54.7K +2,895 +24%
WIA
522
World Investment Advisors
California
$309K +$277K +14,675 New
SP
523
Symmetry Partners
Connecticut
$308K -$1.25M -66,126 -82%
WAAG
524
Wealth Alliance Advisory Group
Kansas
$308K – – –
BW
525
BIP Wealth
Georgia
$305K -$68K -3,595 -20%
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