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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
676
Morningstar Investment Management
Illinois
$276K -$691K -27,984 -70%
GJWM
677
Gilliland Jeter Wealth Management
Arkansas
$273K +$272 +11 +0.1%
KWM
678
Kingsview Wealth Management
Oregon
$272K -$106K -4,293 -27%
HBT
679
Heartland Bank & Trust
Illinois
$269K -$7.59K -307 -3%
AAIS
680
ABN AMRO Investment Solutions
$268K +$282K +11,399 New
RB
681
Renasant Bank
Mississippi
$268K – – –
AAM
682
Augustine Asset Management
Florida
$266K -$21.7K -878 -7%
RSWM
683
Robertson Stephens Wealth Management
California
$266K -$14.9K -602 -5%
PSP
684
Principal Street Partners
Tennessee
$263K -$1.46K -59 -0.5%
MFG
685
Merit Financial Group
Georgia
$263K +$276K +11,186 New
SFM
686
Signet Financial Management
New Jersey
$261K -$23.3K -942 -8%
LGG
687
Luts & Greenleigh Group
Maryland
$261K – – –
TSS
688
Two Sigma Securities
New York
$261K +$274K +11,102 New
AF
689
Advisornet Financial
Minnesota
$260K -$7.46K -302 -3%
TAM
690
Trust Asset Management
Texas
$260K – – –
II
691
Inspire Investing
Idaho
$258K -$31.7K -1,283 -10%
CTC
692
Central Trust Company
Missouri
$257K +$4.99K +202 +2%
PS
693
Planned Solutions
California
$257K +$20.6K +835 +8%
BWM
694
BankPlus Wealth Management
Mississippi
$256K +$269K +10,897 New
MIM
695
Montgomery Investment Management
Maryland
$256K – – –
BW
696
BXM Wealth
Colorado
$253K +$266K +10,750 New
DF
697
DecisionPoint Financial
Arizona
$252K – – –
FF
698
Farrow Financial
Vermont
$251K – – –
ALC
699
Alexander Labrunerie & Co
Missouri
$249K – – –
IA
700
IFP Advisors
Florida
$248K +$52.4K +2,119 +25%
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