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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
701
Anchor Investment Management
South Carolina
$143K – – –
IBOK
702
Independence Bank of Kentucky
Kentucky
$143K -$21.7K -1,000 -13%
NECFA
703
New England Capital Financial Advisors
Connecticut
$142K +$135K +6,236 New
PA
704
Parallel Advisors
California
$141K -$2.99K -138 -2%
SOW
705
State of Wyoming
Wyoming
$141K -$86K -3,967 -38%
MWC
706
MBM Wealth Consultants
Missouri
$139K +$43.3K +1,999 +45%
PWMG
707
Prestige Wealth Management Group
New Jersey
$137K – – –
TFA
708
Transamerica Financial Advisors
Florida
$133K +$18.3K +843 +16%
IUHSA
709
Itau Unibanco Holding S.A.
Brazil
$118K +$118K +5,463 New
CLOS
710
Compagnie Lombard Odier SCmA
Switzerland
$115K +$116K +5,353 New
CSPIA
711
Cary Street Partners Investment Advisory
Virginia
$111K +$112K +5,172 New
GC
712
Globeflex Capital
California
$110K – – –
JIR
713
James Investment Research
Ohio
$110K +$8.8K +406 +9%
HFM
714
Hartford Financial Management
Connecticut
$108K – – –
GBT
715
Grove Bank & Trust
Florida
$107K +$108K +4,976 New
SN
716
Sittner & Nelson
Oregon
$107K +$107K +4,950 New
AP
717
Arlington Partners
Alabama
$106K -$67.9K -3,130 -39%
CMF
718
Counterpoint Mutual Funds
California
$104K +$105K +4,833 New
PCM
719
Penserra Capital Management
California
$104K +$8.2K +378 +8%
CB
720
Centennial Bank
Arkansas
$102K +$103K +4,754 New
MCC
721
Money Concepts Capital
Florida
$102K +$99.5K +4,589 +3,255%
PG
722
Proffitt & Goodson
Tennessee
$101K – – –
CA
723
Crewe Advisors
Utah
$98.8K -$217 -10 -0.2%
CWP
724
Concord Wealth Partners
Virginia
$97.5K +$98.1K +4,522 New
FMB
725
Field & Main Bank
Kentucky
$97K – – –
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29
30 31