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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
751
MV Capital Management
Maryland
$5K +$537 +26 +11%
VWM
752
Valley Wealth Managers
New Jersey
$5K +$5.04K +244 New
FPS
753
Fieldpoint Private Securities
Connecticut
$4K -$675K -32,682 -99%
JWA
754
JFS Wealth Advisors
Pennsylvania
$4K -$1.28K -62 -22%
CNBTD
755
Citizens National Bank Trust Department
Mississippi
$4K – – –
LCM
756
Logan Capital Management
Pennsylvania
$4K – – –
NSIM
757
North Star Investment Management
Illinois
$4K – – –
PA
758
PSI Advisors
Florida
$4K – – –
BAM
759
Byrne Asset Management
New Jersey
$4K +$206 +10 +5%
OCM
760
Orion Capital Management
California
$4K +$4.11K +199 New
WWMSC
761
Wagner Wealth Management (South Carolina)
South Carolina
$4K +$4.13K +200 New
TCOV
762
Trust Company of Vermont
Vermont
$4K +$4.25K +206 New
HI
763
Harbour Investments
Wisconsin
$4K +$4.79K +232 New
MCC
764
Money Concepts Capital
Florida
$3K -$20.7K -1,003 -88%
AWM
765
Accel Wealth Management
Iowa
$3K – – –
BWA
766
BDO Wealth Advisors
Florida
$3K – – –
CFB
767
Cullen/Frost Bankers
Texas
$3K – – –
OSNBOA
768
Old Second National Bank of Aurora
Illinois
$3K – – –
TFGT
769
TS Financial Group (TSFG)
Illinois
$3K – – –
BWM
770
Baystate Wealth Management
Massachusetts
$3K +$21 +1 +0.7%
GKIM
771
GW&K Investment Management
Massachusetts
$3K +$1.51K +73 +96%
SC
772
Schubert & Co
Texas
$3K +$1.9K +92 +156%
LFG
773
Larson Financial Group
Missouri
$3K +$3.2K +155 New
CMP
774
Coston McIsaac & Partners
Maine
$3K +$3.67K +178 New
RWM
775
Raffa Wealth Management
District of Columbia
$2.66K – – –
29 30
31
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