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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
626
Anchor Investment Management
South Carolina
$20.4K – – –
GT
627
Greenleaf Trust
Michigan
$20K – – –
PFBT
628
Parkside Financial Bank & Trust
Missouri
$20K – – –
TFO
629
Tarbox Family Office
California
$20K – – –
PMFA
630
Plante Moran Financial Advisors
Michigan
$20K +$1.65K +103 +10%
HR
631
Howe & Rusling
New York
$20K +$2.38K +149 +15%
KA
632
Kaizen Advisory
Illinois
$20K +$18.4K +1,152 New
RFM
633
Royal Fund Management
Florida
$18K – – –
GRP
634
Global Retirement Partners
California
$18K +$1.57K +98 +11%
WA
635
Winfield Associates
Ohio
$18K +$2.21K +138 +16%
HFP
636
Holistic Financial Partners
Indiana
$18K +$16.5K +1,033 New
RFWA
637
RPg Family Wealth Advisory
Massachusetts
$15.3K +$14.2K +886 New
NSIM
638
North Star Investment Management
Illinois
$14K – – –
SPI
639
Santori & Peters Inc
Pennsylvania
$14K +$12.3K +769 New
MCM
640
Mainstay Capital Management
Michigan
$14K +$12.8K +800 New
GTAM
641
Global Trust Asset Management
Florida
$14K +$12.9K +805 New
SNT
642
Security National Trust
West Virginia
$13K – – –
GFP
643
Gryphon Financial Partners
Ohio
$13K +$12K +748 New
RPG
644
Risk Paradigm Group
Texas
$12.8K +$11.8K +740 New
WPA
645
West Paces Advisors
Georgia
$12.3K – – –
TSW
646
Thompson Siegel & Walmsley
Virginia
$12K -$3.82K -239 -26%
PFSC
647
Peoples Financial Services Corp
Pennsylvania
$12K – – –
FMP
648
Financial Management Professionals
Texas
$11K – – –
SIS
649
Sound Income Strategies
Florida
$11K +$9.1K +569 New
MOS
650
MGO One Seven
Ohio
$11K +$10.2K +635 New
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