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Regions Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
401
Sowell Financial Services
Arkansas
$512K -$272K -15,401 -35%
CAG
402
Csenge Advisory Group
Florida
$511K -$15.5K -880 -3%
KeyBank National Association
403
KeyBank National Association
Ohio
$506K +$132K +7,500 +36%
MA
404
Montag & Associates
Georgia
$497K
WWM
405
Western Wealth Management
Colorado
$496K +$16.3K +926 +3%
LNWWM
406
Laird Norton Wetherby Wealth Management
California
$494K -$43.3K -2,453 -8%
SCI
407
Stableford Capital II
Arizona
$494K +$422K +23,887 New
CIAS
408
Capital Investment Advisory Services
North Carolina
$492K
SS
409
Simplicity Solutions
Minnesota
$491K +$209K +11,835 +75%
BFG
410
Bleakley Financial Group
New Jersey
$491K +$209K +11,846 +75%
FT
411
Fiduciary Trust
Massachusetts
$491K -$67.8K -3,839 -12%
PI
412
PEAK6 Investments
Illinois
$488K -$1.18M -66,887 -71%
IMRF
413
Illinois Municipal Retirement Fund
Illinois
$478K -$10.3M -582,188 -96%
QPWM
414
Quadrant Private Wealth Management
Pennsylvania
$477K
JWCA
415
J.W. Cole Advisors
Florida
$476K -$51.8K -2,934 -10%
CAM
416
Cozad Asset Management
Illinois
$476K -$1.77M -100,022 -79%
LIM
417
Lathrop Investment Management
Arkansas
$474K
BHPW
418
Beverly Hills Private Wealth
California
$473K +$406K +22,972 New
TPW
419
Transatlantique Private Wealth
New York
$471K -$318 -18 -0.1%
FMWA
420
Forvis Mazars Wealth Advisors
Missouri
$470K
CCB
421
Country Club Bank
Missouri
$470K -$115K -6,500 -20%
ONB
422
Old National Bancorp
Indiana
$461K -$86.1K -4,877 -16%
QT
423
Quantamental Technologies
New York
$457K +$452K +25,627 New
DWT
424
Dorsey & Whitney Trust
South Dakota
$455K +$11K +621 +2%
TLCM
425
Twin Lakes Capital Management
California
$455K +$4.68K +265 +1%