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Regions Financial

Name Holding Trade Value Shares
Change
Change in
Stake
HFM
551
Hartford Financial Management
Connecticut
$58K – – –
CSPIA
552
Cary Street Partners Investment Advisory
Virginia
$57K +$54.9K +4,922 New
PS
553
Planned Solutions
California
$56K +$54.7K +4,900 New
HCM
554
Highlander Capital Management
New Jersey
$50K +$3.35K +300 +8%
FCA
555
FinTrust Capital Advisors
South Carolina
$46K +$11.6K +1,043 +36%
CA
556
Clearstead Advisors
Ohio
$44K – – –
WT
557
Whittier Trust
California
$36K -$2.32K -208 -6%
PO
558
Private Ocean
California
$35K – – –
PWM
559
Provident Wealth Management
Tennessee
$35K +$33.5K +3,000 New
CWC
560
Carolinas Wealth Consulting
North Carolina
$34K +$13.4K +1,200 +68%
AIM
561
Anchor Investment Management
South Carolina
$33.3K – – –
SIAS
562
Shine Investment Advisory Services
Colorado
$30K – – –
PFBT
563
Parkside Financial Bank & Trust
Missouri
$27K – – –
VCM
564
Versant Capital Management
Arizona
$26K +$1.43K +128 +6%
T
565
TOBAM
France
$26K +$24.9K +2,236 New
Loomis, Sayles & Company
566
Loomis, Sayles & Company
Massachusetts
$24K +$22.8K +2,046 New
FCH
567
Freestone Capital Holdings
Washington
$23.1K +$22.3K +2,000 New
GCM
568
Gables Capital Management
Florida
$23K – – –
GAM
569
Gemmer Asset Management
California
$23K – – –
MPWT
570
MassMutual Private Wealth & Trust
Connecticut
$23K +$357 +32 +2%
VFA
571
Valeo Financial Advisors
Indiana
$21K -$66.2K -5,936 -77%
BFC
572
Bedel Financial Consulting
Indiana
$21K +$223 +20 +1%
CCM
573
Covington Capital Management
California
$20K – – –
TC
574
Truvestments Capital
Florida
$19K -$2.62K -235 -12%
PFS
575
Prospera Financial Services
Texas
$19K +$17.9K +1,606 New