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Regency Centers
REG

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
526
JPL Wealth Management
Colorado
$5.98K +$5.89K +79 New
FG
527
Fairman Group
Pennsylvania
$5.81K – – –
EWP
528
Elevation Wealth Partners
California
$5.67K -$2.01K -27 -26%
KFAS
529
Keating Financial Advisory Services
Kansas
$5.67K +$820 +11 +17%
KAS
530
Kemnay Advisory Services
New York
$5.52K +$5.44K +73 New
GBT
531
Grove Bank & Trust
Florida
$5.3K – – –
CTA
532
Colonial Trust Advisors
South Carolina
$4.99K – – –
MB
533
MidFirst Bank
Oklahoma
$4.84K +$4.77K +64 New
WT
534
Whittier Trust
California
$4.67K – – –
PIS
535
POM Investment Strategies
North Carolina
$4.31K – – –
HI
536
Harbour Investments
Wisconsin
$4.24K -$7K -94 -63%
DIP
537
DT Investment Partners
Pennsylvania
$4.09K – – –
MCM
538
Manchester Capital Management
Vermont
$3.94K -$4.25K -57 -52%
CPG
539
Cornerstone Planning Group
New Jersey
$3.93K +$373 +5 +11%
AP
540
Aspect Partners
Virginia
$3.48K – – –
MNA
541
Manning & Napier Advisors
New York
$3.22K +$2.24K +30 +231%
HWP
542
Highline Wealth Partners
California
$3.14K +$2.46K +33 +367%
FMP
543
Financial Management Professionals
Texas
$2.98K – – –
ZBNA
544
Zions Bancorporation, National Association
Utah
$2.88K – – –
AGWCA
545
Annis Gardner Whiting Capital Advisors
Florida
$2.8K +$2.38K +32 +640%
CIAS
546
CBIZ Investment Advisory Services
Ohio
$2.6K – – –
SL
547
Salomon & Ludwin
Virginia
$2.46K -$2.91K -39 -55%
M
548
MOTCO
Texas
$2.35K – – –
CFG
549
Clayton Financial Group
Missouri
$2.19K – – –
IWM
550
IMG Wealth Management
Florida
$2.12K +$522 +7 +33%
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