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Regions Financial

Name Holding Trade Value Shares
Change
Change in
Stake
WA
401
Waddell & Associates
Tennessee
$520K +$121K +6,399 +27%
VA
402
Vident Advisory
Georgia
$519K +$571K +30,147 New
HWA
403
HHM Wealth Advisors
Tennessee
$517K -$231K -12,210 -29%
CA
404
Clearstead Advisors
Ohio
$509K +$290K +15,322 +107%
NMIMC
405
Northwestern Mutual Investment Management Company
Wisconsin
$509K +$398 +21 +0.1%
SAI
406
Systematic Alpha Investments
New Jersey
$509K
HWAM
407
Hennion & Walsh Asset Management
New Jersey
$506K -$5.3K -280 -0.9%
LWM
408
LJI Wealth Management
Indiana
$506K -$947 -50 -0.2%
CA
409
Cetera Advisors
Colorado
$503K +$102K +5,370 +22%
MM
410
MQS Management
New York
$499K +$550K +29,035 New
KeyBank National Association
411
KeyBank National Association
Ohio
$492K +$4.11K +217 +0.8%
BFG
412
Bleakley Financial Group
New Jersey
$489K +$16K +847 +3%
SS
413
Simplicity Solutions
Minnesota
$489K +$16K +847 +3%
Carson Wealth (CWM LLC)
414
Carson Wealth (CWM LLC)
Nebraska
$485K -$51.8K -2,735 -9%
MA
415
Montag & Associates
Georgia
$481K
Capstone Investment Advisors
416
Capstone Investment Advisors
New York
$478K +$92.4K +4,880 +21%
LNWWM
417
Laird Norton Wetherby Wealth Management
California
$475K -$2.06K -109 -0.4%
CIAS
418
Capital Investment Advisory Services
North Carolina
$475K
CAG
419
Csenge Advisory Group
Florida
$469K -$26.9K -1,418 -5%
CWS
420
Confluence Wealth Services
Pennsylvania
$468K +$92.8K +4,900 +22%
FT
421
Fiduciary Trust
Massachusetts
$466K -$9.02K -476 -2%
NW
422
NewEdge Wealth
Pennsylvania
$460K +$284K +14,986 +128%
LIM
423
Lathrop Investment Management
Arkansas
$457K
IC
424
IEQ Capital
California
$456K +$121K +6,362 +32%
VAS
425
Vestmark Advisory Solutions
Massachusetts
$455K +$280K +14,756 +126%