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Regency Centers

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
501
Bogart Wealth LLC
Virginia
$41.5K – – –
EWP
502
Elevation Wealth Partners
California
$38.4K +$31.9K +406 +541%
OL
503
OneFund LLC
Florida
$35.8K -$236 -3 -0.7%
SGK
504
Steigerwald Gordon & Koch
Virginia
$35.8K – – –
TWD
505
True Wealth Design
Ohio
$34.8K +$14.3K +182 +72%
MG
506
Mather Group
Illinois
$31K -$157 -2 -0.5%
Cohen & Steers
507
Cohen & Steers
New York
$29K – – –
SWM
508
Spire Wealth Management
Virginia
$27.9K – – –
BWA
509
Basecamp Wealth Advisors
Washington
$26.9K – – –
PTC
510
Private Trust Company
Ohio
$24.4K +$16.3K +208 +212%
CT
511
Clearstead Trust
Maine
$23.2K +$15.9K +202 +227%
NA
512
NewEdge Advisors
Louisiana
$23.1K – – –
IA
513
IFG Advisory
Georgia
$22.6K +$22.2K +283 New
ABWM
514
Alpine Bank Wealth Management
Colorado
$22.2K +$21.9K +279 New
RBI
515
Raiffeisen Bank International
Austria
$19.9K +$9.5K +121 +98%
CFO
516
CVA Family Office
Colorado
$18.3K – – –
CAL
517
Capital Analysts LLC
Pennsylvania
$18K -$6.91K -88 -28%
KFAS
518
Keating Financial Advisory Services
Kansas
$17.8K +$11.6K +148 +197%
PFBT
519
Parkside Financial Bank & Trust
Missouri
$17.7K +$236 +3 +1%
DWM
520
Dogwood Wealth Management
Kansas
$16.5K – – –
DWS
521
Dynamic Wealth Strategies
California
$16K – – –
LC
522
Lavaca Capital
Texas
$15.9K – – –
QC
523
Quent Capital
New York
$15.8K +$2.12K +27 +16%
MPWT
524
MassMutual Private Wealth & Trust
Connecticut
$15K -$1.26K -16 -8%
UB
525
UMB Bank
Missouri
$14K +$5.18K +66 +61%