Vault-13

REGIONAL MGMT CORP RM

COM · Common Stock · CUSIP 75902K106

102 institutional holders -5 vs Q1 2025
8,186,2228.2m shares reported held*
83.5% of all shares outstanding*
$239.1mreported value*
8 new 45 added 33 reduced 13 sold out net sold ≈ $523.6k (-17.9k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.6m this quarter). Holder counts are more reliable. Shares outstanding: 9.8m as of 2025-07-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $29.21. Options: 1 managers hold calls ($0 notional), 1 hold puts ($0).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 79Q4 22: 76Q1 23: 81Q2 23: 81Q3 23: 85Q4 23: 83Q1 24: 78Q2 24: 80Q3 24: 92Q4 24: 96Q1 25: 107Q2 25: 102102Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202279
Q4 202276
Q1 202381
Q2 202381
Q3 202385
Q4 202383
Q1 202478
Q2 202480
Q3 202492
Q4 202496
Q1 2025107
Q2 2025102

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 47 bought or addedQ3 23: 33 cut or sold outQ4 23: 36 bought or addedQ4 23: 38 cut or sold outQ4 23Q1 24: 28 bought or addedQ1 24: 40 cut or sold outQ2 24: 42 bought or addedQ2 24: 32 cut or sold outQ2 24Q3 24: 50 bought or addedQ3 24: 26 cut or sold outQ4 24: 50 bought or addedQ4 24: 28 cut or sold outQ4 24Q1 25: 55 bought or addedQ1 25: 37 cut or sold outQ2 25: 53 bought or addedQ2 25: 46 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20234733
Q4 20233638
Q1 20242840
Q2 20244232
Q3 20245026
Q4 20245028
Q1 20255537
Q2 20255346

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$20k$40k$60kQ3 24 calls: $6.5kQ3 24 puts: $0Q3 24P/C 0.00Q4 24 calls: $50.2kQ4 24 puts: $0Q4 24P/C 0.00Q1 25 calls: $0Q1 25 puts: $3.0kQ1 25P/C —Q2 25 calls: $0Q2 25 puts: $0Q2 25P/C —
Numbers
QuarterCallsPutsP/C
Q3 2024$6.5k$00.00
Q4 2024$50.2k$00.00
Q1 2025$0$3.0k—
Q2 2025$0$0—

Biggest buyers

Forager Capital Management, LLC Added +186,072+186.1k
UBS Group AG Added +47,918+47.9k
Tieton Capital Management, LLC Added +46,380+46.4k
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Added +33,138+33.1k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Added +31,761+31.8k
AMERICAN CENTURY COMPANIES INC Added +24,618+24.6k
GSA CAPITAL PARTNERS LLP Added +20,786+20.8k
ROYAL BANK OF CANADA Added +18,596+18.6k
NORTHERN TRUST CORP Added +14,749+14.7k
Brandywine Global Investment Management, LLC New +13,280+13.3k

Biggest sellers

BlackRock, Inc. Reduced -241,802-241.8k
GOLDMAN SACHS GROUP INC Reduced -74,822-74.8k
MARSHALL WACE, LLP Sold out -44,291-44.3k
RENAISSANCE TECHNOLOGIES LLC Reduced -27,800-27.8k
Trexquant Investment LP Reduced -24,539-24.5k
TWO SIGMA INVESTMENTS, LP Reduced -17,950-17.9k
D. E. Shaw & Co., Inc. Reduced -17,749-17.7k
VOYA INVESTMENT MANAGEMENT LLC Reduced -16,327-16.3k
LOS ANGELES CAPITAL MANAGEMENT LLC Reduced -13,975-14.0k
Numerai GP LLC Sold out -13,031-13.0k

Biggest calls

Biggest puts

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Forager Capital Management, LLC 13G · passive investor +1.4 pts · filed 2025-06-11 10.5% +1.4 pts 1.0m≈ $42.9m 2025-06-11
BlackRock, Inc. 13G · institution +1.2 pts · filed 2026-07-29 7.8% +1.2 pts 715.0k≈ $29.5m 2026-07-29

Insider purchases and sales in Q2 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q3 23: 1 buyingQ3 23: 2 sellingQ4 23: 2 buyingQ4 23: 0 sellingQ4 23Q1 24: 1 buyingQ1 24: 1 sellingQ2 24: 1 buyingQ2 24: 0 sellingQ2 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 1 buyingQ4 24: 3 sellingQ4 24Q1 25: 1 buyingQ1 25: 1 sellingQ2 25: 0 buyingQ2 25: 1 sellingQ2 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20231$1.0m2$1.2m$137.2k
Q4 20232$133.6k0——
Q1 20241$1.3m1$768.3k$477.6k
Q2 20241$2.2m0——
Q3 20240—0——
Q4 20241$91.1k3$486.3k$358.1k
Q1 20251$35.1k1$477.2k$477.2k
Q2 20250—1$175.5k$175.5k
DateInsiderTradeSharesPrice ValueTheir holding
2025-06-16 Forager Fund, L.P. +3 10% owner Bought 3,250 $28.29 $91.9k3.2k shares +<1%
2025-06-13 Forager Fund, L.P. +3 10% owner Bought 29,133 $28.59 $832.9k29.1k shares +3%
2025-06-12 Forager Fund, L.P. +3 10% owner Bought 12,246 $29.05 $355.7k12.2k shares +1%
2025-06-11 Forager Fund, L.P. +3 10% owner Bought 24 $29.05 $70424 shares +<1%
2025-06-10 Forager Fund, L.P. +3 10% owner Bought 12,754 $28.20 $359.7k12.8k shares +1%
2025-06-09 Forager Fund, L.P. +3 10% owner Bought 11,058 $27.73 $306.6k11.1k shares +1%
2025-05-14 Beck Robert William President and CEO, director Sold plan 1,337 $30.02 $40.1k1.3k shares -1%
2025-05-13 Beck Robert William President and CEO, director Sold plan 2,838 $30.03 $85.2k2.8k shares -3%
2025-05-12 Beck Robert William President and CEO, director Sold plan 1,665 $30.13 $50.2k1.7k shares -2%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,221,6781.2m $35.7m $35.7m 0.00% Reduced -241.8k -241,802
2 Forager Capital Management, LLC 15.50% of their portfolio BIRMINGHAM, AL 1,085,0981.1m $31.7m $31.7m 15.50% Added +186.1k +186,072
3 BASSWOOD CAPITAL MANAGEMENT, L.L.C. 1.49% of their portfolio NEW YORK, NY 1,024,3101.0m $29.9m $29.9m 1.49% Added +4.5k +4,491
4 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 705,369705.4k $20.6m $20.6m 0.00% Reduced -9.1k -9,075
5 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 458,877458.9k $13.4m $13.4m 0.00% Added +7.0k +7,007
6 LSV ASSET MANAGEMENT 0.02% of their portfolio CHICAGO, IL 336,100336.1k $9.8m $9.8m 0.02% Added +200 +200
7 Tieton Capital Management, LLC 3.37% of their portfolio YAKIMA, WA 295,081295.1k $8.6m $8.6m 3.37% Added +46.4k +46,380
8 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 268,164268.2k $7.8m $7.8m 0.00% Added +4.8k +4,778
9 Twin Lions Management LLC 4.40% of their portfolio Stamford, CT 231,566231.6k $6.8m $6.8m 4.40% Unchanged
10 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 226,437226.4k $6.6m $6.6m 0.01% Reduced -27.8k -27,800
11 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 211,734211.7k $6.2m $6.2m 0.00% Added +12.7k +12,740
12 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 187,837187.8k $5.5m $5.5m 0.00% Added +24.6k +24,618
13 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 172,456172.5k $5.0m $5.0m 0.00% Added +11.7k +11,676
14 ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio Boston, MA 163,990164.0k $4.8m $4.8m 0.01% Added +8.1k +8,105
15 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 119,552119.6k $3.5m $3.5m 0.00% Reduced -74.8k -74,822
16 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 118,358118.4k $3.5m $3.5m 0.00% Added +33.1k +33,138
17 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.07% of their portfolio HOUSTON, TX 107,661107.7k $3.1m $3.1m 0.07% Added +4.3k +4,310
18 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 102,102102.1k $3.0m $3.0m 0.00% Added +14.7k +14,749
19 UBS Group AG 0.00% of their portfolio ZURICH, V8 101,668101.7k $3.0m $3.0m 0.00% Added +47.9k +47,918
20 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 97,92297.9k $2.9m $2.9m 0.00% Added +312 +312
21 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 80,42580.4k $2.3m $2.3m 0.00% Added +31.8k +31,761
22 JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio FLORHAM PARK, NJ 59,49159.5k $1.7m $1.7m 0.01% Reduced -1.6k -1,551
23 Empowered Funds, LLC 0.02% of their portfolio NEWTOWN SQUARE, PA 51,16151.2k $1.5m $1.5m 0.02% Added +4.3k +4,310
24 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 50,82250.8k $1.5m $1.5m 0.00% Added +3.8k +3,798
25 FMR LLC 0.00% of their portfolio BOSTON, MA 41,47141.5k $1.2m $1.2m 0.00% Reduced -290 -290
26 Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio VANCOUVER, A1 39,39339.4k $1.2m $1.2m 0.00% Added +4.3k +4,257
27 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 35,42735.4k $1.0m $1.0m 0.00% Added +7.6k +7,552
28 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 34,79634.8k $1.0m $1.0m 0.00% Added +18.6k +18,596
29 GSA CAPITAL PARTNERS LLP 0.06% of their portfolio LONDON, X0 30,11630.1k $880.0k $880.0k 0.06% Added +20.8k +20,786
30 MARTINGALE ASSET MANAGEMENT L P 0.02% of their portfolio BOSTON, MA 29,27729.3k $855.2k $855.2k 0.02% Reduced -8 -8
31 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 29,19729.2k $852.8k $852.8k 0.00% Added +862 +862
32 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 28,60128.6k $835.4k $835.4k 0.00% Reduced -3.0k -2,989
33 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 26,51826.5k $774.6k $774.6k 0.00% Reduced -9.4k -9,400
34 MACQUARIE GROUP LTD 0.00% of their portfolio Sydney, NSW 2000, C3 26,10026.1k $762.0k $762.0k 0.00% Unchanged
35 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 25,89625.9k $756.4k $756.4k 0.00% Added +4.4k +4,382
36 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 23,43023.4k $684.4k $684.4k 0.00% Added +6.2k +6,151
37 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 21,51421.5k $628.4k $628.4k 0.00% Reduced -7.8k -7,845
38 PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio BOSTON, MA 20,12020.1k $587.7k $587.7k 0.00% Added +13.0k +12,972
39 Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio FRANKFURT AM MAIN, 2M 19,60019.6k $572.5k $572.5k 0.00% Unchanged
40 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 19,49919.5k $569.6k $569.6k 0.00% Added +12.8k +12,822
41 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 18,29718.3k $534.5k $534.5k 0.00% Reduced -17.7k -17,749
42 GLOBEFLEX CAPITAL L P 0.04% of their portfolio SAN DIEGO, CA 18,24818.2k $533.0k $533.0k 0.04% Unchanged
43 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 16,95317.0k $495.0k $495.0k 0.00% Reduced -15 -15
44 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 16,38216.4k $478.5k $478.5k 0.00% Reduced -17.9k -17,950
45 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 15,94715.9k $465.8k $465.8k 0.00% Reduced -16.3k -16,327
46 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 15,15115.2k $442.6k $442.6k 0.00% Added +1.2k +1,224
47 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 14,27814.3k $417.1k $417.1k 0.00% Reduced -1.1k -1,104
48 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 13,75213.8k $401.7k $401.7k 0.00% Reduced -4.0k -4,044
49 LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio LOS ANGELES, CA 13,61613.6k $397.7k $397.7k 0.00% Reduced -14.0k -13,975
50 Brandywine Global Investment Management, LLC 0.00% of their portfolio PHILADELPHIA, PA 13,28013.3k $387.9k $387.9k 0.00% New
51 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 12,98813.0k $379.4k $379.4k 0.00% Added +866 +866
52 Man Group plc 0.00% of their portfolio LONDON, X0 10,62510.6k $310.4k $310.4k 0.00% Reduced -1.1k -1,116
53 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 9,97310.0k $307.6k $307.6k 0.00% Reduced -547 -547
54 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 9,9009.9k $289.2k $289.2k 0.00% Added +1.5k +1,500
55 HANCOCK WHITNEY CORP 0.01% of their portfolio GULFPORT, MS 9,7149.7k $283.7k $283.7k 0.01% Added +405 +405
56 Trexquant Investment LP 0.00% of their portfolio STAMFORD, CT 9,3959.4k $274.4k $274.4k 0.00% Reduced -24.5k -24,539
57 WINTON GROUP Ltd 0.01% of their portfolio LONDON, X0 9,3019.3k $271.7k $271.7k 0.01% New
58 Engineers Gate Manager LP 0.00% of their portfolio NEW YORK, NY 9,2649.3k $270.6k $270.6k 0.00% Reduced -740 -740
59 EXCHANGE TRADED CONCEPTS, LLC 0.00% of their portfolio Oklahoma City, OK 8,5728.6k $250.4k $250.4k 0.00% Added +439 +439
60 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 7,6577.7k $223.7k $223.7k 0.00% New
61 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 6,0906.1k $177.9k $177.9k 0.00% Reduced -3.5k -3,473
62 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 5,7855.8k $169.0k $169.0k 0.00% Added +403 +403
63 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 5,4625.5k $159.5k $159.5k 0.00% Unchanged
64 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 5,0785.1k $148.3k $148.3k 0.00% Added +52 +52
65 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 4,9835.0k $145.6k $145.6k 0.00% Reduced -1.9k -1,933
66 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 4,8244.8k $140.9k $140.9k 0.00% Added +425 +425
67 EMC Capital Management 0.06% of their portfolio HOUSTON, TX 3,7903.8k $111.0k $111.0k 0.06% Reduced -2.3k -2,310
68 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio COLUMBUS, OH 3,5903.6k $104.9k $104.9k 0.00% Unchanged
69 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 3,4683.5k $101.3k $101.3k 0.00% Unchanged
70 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 3,2833.3k $95.9k $95.9k 0.00% Reduced -3.2k -3,195
71 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 2,4252.4k $70.8k $70.8k 0.00% Reduced -32 -32
72 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 1,6621.7k $48.5k $48.5k 0.00% Unchanged
73 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 1,4291.4k $41.7k $41.7k 0.00% Reduced -242 -242
74 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1,2171.2k $35.5k $35.5k 0.00% Added +623 +623
75 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 988988 $28.9k $28.9k 0.00% Reduced -25 -25
76 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 947947 $27.7k $27.7k 0.00% Added +276 +276
77 Legal & General Group Plc 0.00% of their portfolio London, X0 828828 $24.2k $24.2k 0.00% Added +135 +135
78 CWM, LLC 0.00% of their portfolio OMAHA, NE 741741 $22.0k $22.0k 0.00% Added +577 +577
79 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 598598 $17.5k $17.5k 0.00% Unchanged
80 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 300300 $8.8k $8.8k 0.00% Reduced -300 -300
81 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 285285 $8.3k $8.3k 0.00% New
82 AMALGAMATED BANK 0.00% of their portfolio NEW YORK, NY 267267 $8.0k $8.0k 0.00% Unchanged
83 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 263263 $7.7k $7.7k 0.00% Reduced -100 -100
84 United Community Bank 0.00% of their portfolio GREENVILLE, SC 232232 $6.8k $6.8k 0.00% New
85 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 209209 $6.1k $6.1k 0.00% Added +80 +80
86 HARBOR CAPITAL ADVISORS, INC. 0.00% of their portfolio CHICAGO, IL 163163 $5.0k $5.0k 0.00% Added +3 +3
87 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 120120 $3.5k $3.5k 0.00% Unchanged
88 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 9898 $2.9k $2.9k 0.00% Reduced -72 -72
89 Covestor Ltd 0.00% of their portfolio LONDON, X0 5252 $2.0k $2.0k 0.00% Added +32 +32
90 Versant Capital Management, Inc 0.00% of their portfolio PHOENIX, AZ 3636 $1.1k $1.1k 0.00% Unchanged
91 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 3333 $964 $964 0.00% First filing
92 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 3030 $877 $877 0.00% New
93 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 2626 $760 $760 0.00% Added +3 +3
94 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 2020 $584 $584 0.00% Added +5 +5
95 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1313 $1.3k $1.3k 0.00% New
96 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 1313 $380 $380 0.00% Added +1 +1
97 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 99 $264 $264 0.00% Unchanged
98 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 99 $263 $263 0.00% New
99 True Wealth Design, LLC 0.00% of their portfolio AKRON, OH 55 $147 $147 0.00% Unchanged
100 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 44 $117 $117 0.00% Reduced -41 -41