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Regions Financial

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
601
Trust Asset Management
Texas
$190K – – –
RB
602
Renasant Bank
Mississippi
$189K -$210K -11,087 -50%
SEEDPG
603
S.E.E.D. Planning Group
New York
$189K – – –
AC
604
ASB Consultores
Florida
$186K +$205K +10,800 New
CFSG
605
Clark Financial Services Group
Missouri
$186K -$265 -14 -0.1%
TNBTD
606
Trustmark National Bank Trust Department
Mississippi
$186K -$21K -1,110 -9%
CW
607
CreativeOne Wealth
Kansas
$185K +$204K +10,768 New
DF
608
DecisionPoint Financial
Arizona
$184K – – –
AC
609
Annandale Capital
Texas
$182K +$212K +11,200 New
IWC
610
Integrated Wealth Concepts
Massachusetts
$179K -$106K -5,572 -35%
MWC
611
MBM Wealth Consultants
Missouri
$177K +$14.8K +784 +8%
AAS
612
Avantax Advisory Services
Texas
$176K +$194K +10,252 New
CCA
613
Cobblestone Capital Advisors
New York
$176K – – –
Lido Advisors
614
Lido Advisors
California
$175K +$193K +10,192 New
JSL
615
JT Stratford LLC
Georgia
$175K – – –
IA
616
IFG Advisors
Missouri
$173K – – –
PCM
617
Penserra Capital Management
California
$173K -$11K -583 -5%
CIC
618
Chase Investment Counsel
Virginia
$173K +$191K +10,077 New
SPIA
619
Steward Partners Investment Advisory
New York
$173K +$4.83K +255 +3%
RIM
620
Reliant Investment Management
Tennessee
$173K +$190K +10,035 New
AIA
621
Affinity Investment Advisors
California
$172K -$778K -41,067 -80%
SIC
622
Salem Investment Counselors
North Carolina
$167K -$9.47K -500 -5%
SOW
623
State of Wyoming
Wyoming
$164K +$130K +6,885 +258%
Jones Financial Companies
624
Jones Financial Companies
Missouri
$164K -$40.4K -2,133 -18%
Twin Tree Management
625
Twin Tree Management
Texas
$161K +$178K +9,379 New