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Regency Centers
REG

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
426
Sentry Investment Management
Wisconsin
$32K -$7.99K -112 -20%
CA
427
Clearstead Advisors
Ohio
$31.2K +$927 +13 +3%
NA
428
NewEdge Advisors
Louisiana
$30.3K – – –
CAL
429
Capital Analysts LLC
Pennsylvania
$30K -$214 -3 -0.7%
BBHC
430
Brown Brothers Harriman & Co
New York
$29.6K +$11.2K +157 +63%
CFD
431
Creative Financial Designs
Indiana
$26.7K +$12.8K +179 +96%
SWM
432
Spire Wealth Management
Virginia
$26.6K -$12.3K -173 -32%
AWM
433
AllSquare Wealth Management
New York
$23.4K – – –
DWM
434
Dogwood Wealth Management
Kansas
$23.4K +$4.71K +66 +26%
MPWT
435
MassMutual Private Wealth & Trust
Connecticut
$21.6K -$1.28K -18 -6%
DWS
436
Dynamic Wealth Strategies
California
$20.8K – – –
SSG
437
Summit Securities Group
New York
$20.5K +$12.2K +171 +155%
MG
438
Mather Group
Illinois
$20.3K +$19.9K +279 New
T
439
TOBAM
France
$20K – – –
UB
440
UMB Bank
Missouri
$16.8K -$927 -13 -5%
MCM
441
MAI Capital Management
Ohio
$16.2K -$9.63K -135 -38%
PFBT
442
Parkside Financial Bank & Trust
Missouri
$15.4K +$71 +1 +0.5%
LC
443
Lavaca Capital
Texas
$14.6K – – –
BTI
444
Blue Trust Inc
Georgia
$14.5K -$1.07K -15 -7%
CFO
445
CVA Family Office
Colorado
$13.5K -$3.21K -45 -20%
CT
446
Clearstead Trust
Maine
$13.3K +$9.49K +133 +266%
TWD
447
True Wealth Design
Ohio
$12.2K -$3.92K -55 -25%
BIA
448
Bell Investment Advisors
California
$11.4K -$6.56K -92 -37%
SPIA
449
Steward Partners Investment Advisory
New York
$10.5K – – –
GRP
450
Global Retirement Partners
California
$9.9K -$999 -14 -9%
16 17
18
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