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Regency Centers

Name Holding Trade Value Shares
Change
Change in
Stake
EW
351
Evoke Wealth
California
$5.5K +$5.26K +79 New
BCA
352
Berman Capital Advisors
Georgia
$5K – – –
IFAM
353
Institutional & Family Asset Management
Colorado
$5K – – –
GT
354
Glenmede Trust
Pennsylvania
$5K +$2.86K +43 +105%
ST
355
Smithfield Trust
Pennsylvania
$4K – – –
WEC
356
Winslow Evans & Crocker
Massachusetts
$4K – – –
PA
357
Parallel Advisors
California
$4K +$333 +5 +9%
PMFA
358
Plante Moran Financial Advisors
Michigan
$4K +$4.26K +64 New
CI
359
CX Institutional
Indiana
$3K -$2.6K -39 -45%
TWA
360
TCI Wealth Advisors
Arizona
$3K -$133 -2 -4%
HR
361
Howe & Rusling
New York
$3K – – –
RIA
362
Realta Investment Advisors
Delaware
$3K +$67 +1 +2%
CAW
363
Cornerstone Advisors (Washington)
Washington
$3K +$2.13K +32 +178%
CBT
364
Capital Bank & Trust
California
$3K +$2.53K +38 New
AF
365
Allworth Financial
California
$3K +$2.93K +44 New
Carson Wealth (CWM LLC)
366
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
BBHC
367
Brown Brothers Harriman & Co
New York
$2K +$1.33K +20 +222%
RWM
368
Raffa Wealth Management
District of Columbia
$1.25K +$1.2K +18 New
SWA
369
Sutton Wealth Advisors
Florida
$1.04K – – –
Fidelity International
370
Fidelity International
Bermuda
$1K -$399 -6 -29%
EFSCE
371
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
Kayne Anderson Rudnick Investment Management
372
Kayne Anderson Rudnick Investment Management
California
$1K – – –
WWM
373
Willingdon Wealth Management
North Carolina
$1K +$865 +13 New
NIC
374
Northwest Investment Counselors
Oregon
$1K +$1.26K +19 New
MCM
375
MV Capital Management
Maryland
$1K +$1.4K +21 New