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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
TFGT
801
TS Financial Group (TSFG)
Illinois
$3K – – –
BWM
802
Baystate Wealth Management
Massachusetts
$3K +$23 +1 +0.7%
SC
803
Sierra Capital
Florida
$3K +$2.68K +117 New
RBC
804
Roble Belko & Company
Pennsylvania
$3K +$2.84K +124 New
LCM
805
Logan Capital Management
Pennsylvania
$3K +$3.04K +133 New
CI
806
Carroll Investors
South Carolina
$3K +$3.36K +147 New
HPC
807
HM Payson & Co
Maine
$2K -$7.07K -309 -76%
CAM
808
CenterStar Asset Management
Illinois
$2K – – –
TFM
809
TFC Financial Management
Massachusetts
$2K – – –
WTC
810
WhitTier Trust Company
Nevada
$2K – – –
TCWM
811
Total Clarity Wealth Management
Illinois
$2K +$1.97K +86 New
RWA
812
RGT Wealth Advisors
Texas
$2K +$2.42K +106 New
JWA
813
JFS Wealth Advisors
Pennsylvania
$2K +$2.49K +109 New
FCG
814
Financial Connections Group
California
$2K +$3.09K +135 New
ACM
815
Absolute Capital Management
Pennsylvania
$1.56K +$1.62K +71 New
MP
816
McDonald Partners
Ohio
$1.56K +$1.62K +71 New
CA
817
Centerpoint Advisors
Massachusetts
$1K -$1.72K -75 -75%
AFG
818
Albion Financial Group
Utah
$1K – – –
FMP
819
Financial Management Professionals
Texas
$1K – – –
GAM
820
Gemmer Asset Management
California
$1K – – –
JWM
821
Janiczek Wealth Management
Colorado
$1K – – –
AA
822
Addison Advisors
Vermont
$1K +$778 +34 New
ACK
823
Andrew C. Karlinski
$1K +$1.05K +46 New
SC
824
Schubert & Co
Texas
$1K +$1.14K +50 New
CCM
825
Chilton Capital Management
Texas
$1K +$1.55K +68 New
31 32
33
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