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Regency Centers
REG

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
426
Whittier Trust
California
$3.69K – – –
DIP
427
DT Investment Partners
Pennsylvania
$3.27K – – –
GKIM
428
GW&K Investment Management
Massachusetts
$3K +$186 +3 +7%
CAL
429
Capital Advisors Ltd
Ohio
$3K +$496 +8 +22%
AP
430
Aspect Partners
Virginia
$2.79K – – –
PWMG
431
Private Wealth Management Group
New Jersey
$2.73K – – –
VWM
432
Venturi Wealth Management
Texas
$2.6K -$5.14K -83 -66%
HI
433
Harbour Investments
Wisconsin
$2.6K -$1.11K -18 -30%
PTC
434
Private Trust Company
Ohio
$2.54K – – –
RCM
435
Raleigh Capital Management
North Carolina
$2.42K +$1.86K +30 +300%
AWM
436
Abound Wealth Management
Tennessee
$2.01K – – –
ADL
437
Asset Dedication LLC
California
$2K – – –
HIA
438
Harbor Investment Advisory
Maryland
$1.57K +$1.61K +26 New
LTI
439
Laffer Tengler Investments
Tennessee
$1.51K – – –
AWM
440
Avior Wealth Management
Nebraska
$1.45K +$1.49K +24 New
IA
441
IFP Advisors
Florida
$1.39K +$1.11K +18 +360%
LI
442
LRI Investments
Florida
$1.39K +$1.43K +23 New
EWA
443
EverSource Wealth Advisors
Alabama
$1.36K -$1.18K -19 -45%
RWM
444
Raffa Wealth Management
District of Columbia
$1.09K – – –
SIS
445
Sound Income Strategies
Florida
$1.09K – – –
AF
446
Advisornet Financial
Minnesota
$1.09K +$124 +2 +13%
VNA
447
Valley National Advisers
Pennsylvania
$1K -$19.8K -319 -91%
FMP
448
Financial Management Professionals
Texas
$1K -$1.24K -20 -69%
CA
449
CoreCap Advisors
Michigan
$969 +$991 +16 New
FHA
450
First Horizon Advisors
Tennessee
$908 – – –
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18
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