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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
626
IMS Capital Management
Oregon
$24K +$24.8K +1,320 New
AAP
627
Arax Advisory Partners
Colorado
$24K +$24.9K +1,325 New
HT
628
Heritage Trust
Oklahoma
$23K – – –
TFO
629
Tarbox Family Office
California
$23K +$2.03K +108 +10%
PFBT
630
Parkside Financial Bank & Trust
Missouri
$22K -$433 -23 -2%
PCG
631
Private Capital Group
Connecticut
$22K – – –
RIA
632
RPG Investment Advisory
California
$22K – – –
AIM
633
Advantage Investment Management
Iowa
$22K +$22.3K +1,183 New
AIM
634
Anchor Investment Management
South Carolina
$21.6K – – –
TCOV
635
Trust Company of Vermont
Vermont
$21K – – –
RWA
636
Ropes Wealth Advisors
Massachusetts
$20K – – –
SFA
637
Spectrum Financial Alliance
Kentucky
$20K – – –
CFGS
638
Concourse Financial Group Securities
Alabama
$20K +$20.4K +1,083 New
RWA
639
River Wealth Advisors
Pennsylvania
$16K – – –
GTAM
640
Global Trust Asset Management
Florida
$15K – – –
MCM
641
Mainstay Capital Management
Michigan
$15K – – –
SNT
642
Security National Trust
West Virginia
$14K – – –
SIS
643
Sound Income Strategies
Florida
$14K +$3.54K +188 +33%
WPA
644
West Paces Advisors
Georgia
$13K – – –
FWM
645
Focused Wealth Management
New York
$13K -$90.3K -4,800 -87%
PFSC
646
Peoples Financial Services Corp
Pennsylvania
$13K – – –
FMP
647
Financial Management Professionals
Texas
$12K – – –
KPCM
648
Kings Point Capital Management
New York
$12K – – –
TSW
649
Thompson Siegel & Walmsley
Virginia
$12K – – –
WEC
650
Winslow Evans & Crocker
Massachusetts
$12K – – –
24 25
26
27 28