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Regency Centers
REG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
401
Accurate Wealth Management
Florida
$1.86K +$1.84K +30 New
GRP
402
Global Retirement Partners
California
$1.8K +$61 +1 +4%
YDMI
403
Y.D. More Investments
Israel
$1.75K +$1.72K +28 New
AWM
404
Abound Wealth Management
Tennessee
$1.63K – – –
JFGIW
405
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.45K – – –
BAAM
406
Baker Avenue Asset Management
California
$1.38K +$1.35K +22 New
FGAM
407
Financial Gravity Asset Management
Texas
$1.28K +$3.87K +63 New
MFT
408
Moisand Fitzgerald Tamayo
Florida
$1.19K +$1.17K +19 New
RWM
409
Raffa Wealth Management
District of Columbia
$1.13K -$1.41K -23 -56%
EE
410
EWG Elevate
California
$1.13K +$1.11K +18 New
HI
411
Harbour Investments
Wisconsin
$1.06K +$1.04K +17 New
EWM
412
Endurance Wealth Management
Rhode Island
$1K – – –
FMP
413
Financial Management Professionals
Texas
$1K +$860 +14 +200%
FHA
414
First Horizon Advisors
Tennessee
$938 – – –
CWC
415
Carolinas Wealth Consulting
North Carolina
$813 +$798 +13 New
EBA
416
Eagle Bay Advisors
New York
$688 – – –
VCM
417
Versant Capital Management
Arizona
$625 – – –
ECM
418
Everence Capital Management
Indiana
$577 – – –
CFB
419
Cullen/Frost Bankers
Texas
$563 – – –
HWP
420
Highline Wealth Partners
California
$563 – – –
MPCL
421
My Personal CFO LLC
Washington
$563 +$553 +9 New
MCM
422
MV Capital Management
Maryland
$562 – – –
HIA
423
Harbor Investment Advisory
Maryland
$438 – – –
HCM
424
Hollencrest Capital Management
California
$313 +$307 +5 New
TWA
425
TCI Wealth Advisors
Arizona
$188 – – –
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17
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