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Regency Centers

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
301
Spire Wealth Management
Virginia
$35K +$31.7K +608 New
Lazard Asset Management
302
Lazard Asset Management
New York
$32K +$2.5K +48 +9%
JWM
303
Janiczek Wealth Management
Colorado
$32K +$6.35K +122 +27%
Loomis, Sayles & Company
304
Loomis, Sayles & Company
Massachusetts
$32K +$29.8K +572 New
NFG
305
Next Financial Group
Texas
$29K
WT
306
Whittier Trust
California
$28K
FMII
307
Farmers & Merchants Investments Inc
Nebraska
$25K
PCM
308
Penserra Capital Management
California
$23K +$3.33K +64 +18%
IAIM
309
International Assets Investment Management
Florida
$22K +$11.5K +220 +101%
GWM
310
Geneos Wealth Management
Colorado
$21K
PA
311
Parallel Advisors
California
$21K +$5.1K +98 +37%
ZB
312
Zions Bancorporation
Utah
$18K +$1.15K +22 +8%
VNA
313
Valley National Advisers
Pennsylvania
$17K
APWA
314
Atlas Private Wealth Advisors
New Jersey
$15K
CA
315
Clearstead Advisors
Ohio
$15K
HFM
316
Harvest Fund Management
China
$15K +$14.3K +275 New
SWA
317
SOA Wealth Advisors
New York
$14K +$2.5K +48 +22%
HPC
318
HM Payson & Co
Maine
$13K
LC
319
Lindbrook Capital
California
$13K +$5.57K +107 +82%
CFO
320
CVA Family Office
Colorado
$13K +$12K +230 New
CI
321
CX Institutional
Indiana
$12K +$2.34K +45 +26%
PCG
322
Private Capital Group
Connecticut
$11K +$6.72K +129 +187%
CFA
323
Carroll Financial Associates
North Carolina
$10K
EFSCE
324
Enterprise Financial Services Corp (EFSC)
Missouri
$10K +$2.86K +55 +45%
COCM
325
Charter Oak Capital Management
New Hampshire
$8K