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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
601
SevenBridge Financial Group
Pennsylvania
$20K +$20.7K +1,400 New
RWA
602
Ropes Wealth Advisors
Massachusetts
$16K – – –
TFO
603
Tarbox Family Office
California
$16K – – –
AIM
604
Anchor Investment Management
South Carolina
$15K – – –
IWM
605
IHT Wealth Management
Illinois
$15K -$9.97K -676 -40%
AIL
606
AGF Investments LLC
Ontario, Canada
$15K -$8.88K -602 -38%
RFM
607
Royal Fund Management
Florida
$15K – – –
PFBT
608
Parkside Financial Bank & Trust
Missouri
$15K +$74 +5 +0.5%
PMFA
609
Plante Moran Financial Advisors
Michigan
$15K +$5.96K +404 +63%
MCM
610
McKinley Capital Management
Alaska
$15K +$15.5K +1,050 New
TRCT
611
Tower Research Capital (TRC)
New York
$13K -$1.17M -79,269 -99%
GRP
612
Global Retirement Partners
California
$12K – – –
NSIM
613
North Star Investment Management
Illinois
$12K +$4K +271 +50%
SNT
614
Security National Trust
West Virginia
$11K – – –
WPA
615
West Paces Advisors
Georgia
$10.3K -$502 -34 -5%
FANJ
616
Financial Architects (New Jersey)
New Jersey
$10K -$40.9K -2,775 -80%
PFSC
617
Peoples Financial Services Corp
Pennsylvania
$10K – – –
TSW
618
Thompson Siegel & Walmsley
Virginia
$10K +$9.95K +674 New
WA
619
Winfield Associates
Ohio
$10K +$10.3K +699 New
FMP
620
Financial Management Professionals
Texas
$9K – – –
GEA
621
Glen Eagle Advisors
New Jersey
$8.72K – – –
WEC
622
Winslow Evans & Crocker
Massachusetts
$8.11K – – –
DADC
623
D.A. Davidson & Co
Montana
$8K -$35.1K -2,380 -80%
FIB
624
First Interstate Bank
Montana
$8K – – –
WA
625
WealthTrust-Arizona
Arizona
$8K – – –
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