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Regency Centers
REG

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
551
Whittier Trust
California
$4.87K – – –
PIS
552
POM Investment Strategies
North Carolina
$4.54K – – –
CPG
553
Cornerstone Planning Group
New Jersey
$4.47K +$314 +4 +8%
SFCL
554
Strengthening Families & Communities LLC
Massachusetts
$4.46K +$4.4K +56 New
ZBNA
555
Zions Bancorporation, National Association
Utah
$4.39K +$1.33K +17 +45%
DIP
556
DT Investment Partners
Pennsylvania
$4.31K – – –
AW
557
Avion Wealth
Texas
$4K +$1.57K +20 +63%
HI
558
Harbour Investments
Wisconsin
$3.67K -$785 -10 -18%
AP
559
Aspect Partners
Virginia
$3.67K – – –
IWM
560
IMG Wealth Management
Florida
$3.59K +$1.33K +17 +61%
AF
561
Alerus Financial
North Dakota
$3.51K -$167K -2,122 -98%
MNA
562
Manning & Napier Advisors
New York
$3.5K – – –
FMP
563
Financial Management Professionals
Texas
$3.38K +$236 +3 +8%
SSG
564
Summit Securities Group
New York
$3.03K +$864 +11 +41%
RWM
565
Rialto Wealth Management
New York
$2.79K +$1.18K +15 +75%
M
566
MOTCO
Texas
$2.71K +$236 +3 +10%
CIAS
567
CBIZ Investment Advisory Services
Ohio
$2.6K – – –
SL
568
Salomon & Ludwin
Virginia
$2.54K – – –
FAM
569
Fulcrum Asset Management
United Kingdom
$2.28K +$2.2K +28 New
BC
570
Bayforest Capital
United Kingdom
$2.23K -$87.8K -1,118 -98%
AFC
571
Ares Financial Consulting
California
$2.15K +$2.12K +27 New
S
572
Sachetta
Massachusetts
$2.07K +$79 +1 +4%
BH
573
Burk Holdings
Oklahoma
$2.07K – – –
APFP
574
Action Point Financial Planning
Michigan
$1.99K +$2.12K +27 New
AA
575
Ancora Advisors
Ohio
$1.91K -$27.5K -350 -94%
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