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Regions Financial

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
351
MGB Wealth Management
Texas
$795K +$680K +40,998 New
IAA
352
Independent Advisor Alliance
North Carolina
$794K -$22.3K -1,345 -3%
GS
353
GTS Securities
Florida
$791K +$406K +24,466 +150%
CA
354
CapWealth Advisors
Tennessee
$787K
Carson Wealth (CWM LLC)
355
Carson Wealth (CWM LLC)
Nebraska
$786K +$205K +12,364 +44%
EP
356
Eudaimonia Partners
Tennessee
$781K -$66.5K -4,010 -9%
PAG
357
Private Advisor Group
New Jersey
$777K +$47.5K +2,864 +8%
CCG
358
Ceeto Capital Group
Florida
$773K -$249K -15,000 -28%
CIM
359
Contravisory Investment Management
Massachusetts
$771K +$660K +39,800 New
RIG
360
Ramiah Investment Group
Wisconsin
$767K +$9.54K +575 +1%
CAM
361
Cresset Asset Management
Illinois
$756K -$165K -9,937 -20%
EOJOAM
362
E. Ohman J:or Asset Management
Sweden
$754K -$121K -7,300 -16%
CTA
363
Colonial Trust Advisors
South Carolina
$753K -$204K -12,300 -24%
RDWM
364
Red Door Wealth Management
Tennessee
$750K +$7.4K +446 +1%
CAG
365
Csenge Advisory Group
Florida
$743K +$184K +11,076 +41%
MM
366
Meridian Management
Arkansas
$737K -$12.6K -760 -2%
MLICM
367
Metropolitan Life Insurance Company (MetLife)
New York
$734K -$16K -967 -2%
MIM
368
Montgomery Investment Management
Maryland
$725K
CWS
369
Confluence Wealth Services
Pennsylvania
$712K +$159K +9,552 +35%
B
370
Bridgeworth
Alabama
$696K -$579K -34,888 -49%
Vontobel Holding
371
Vontobel Holding
Switzerland
$676K
ECM
372
ExodusPoint Capital Management
New York
$665K -$4.81M -289,574 -89%
ACA
373
Aptus Capital Advisors
Alabama
$655K +$2.22K +134 +0.4%
IA
374
IFG Advisory
Georgia
$650K +$53.5K +3,224 +11%
BMCM
375
Burns Matteson Capital Management
New York
$648K -$9.66K -582 -2%