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Regions Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
426
Carson Wealth (CWM LLC)
Nebraska
$562K +$108K +4,979 +20%
LNWWM
427
Laird Norton Wetherby Wealth Management
California
$560K -$49K -2,251 -7%
JWCA
428
J.W. Cole Advisors
Florida
$550K +$4.4K +202 +0.7%
SAI
429
Systematic Alpha Investments
New Jersey
$550K – – –
CAG
430
Csenge Advisory Group
Florida
$549K -$8.51K -391 -1%
IC
431
IEQ Capital
California
$545K +$42.5K +1,952 +7%
NMIMC
432
Northwestern Mutual Investment Management Company
Wisconsin
$545K +$1.55K +71 +0.2%
LWM
433
LJI Wealth Management
Indiana
$541K +$18.5K +850 +3%
PWPS
434
Pinnacle Wealth Planning Services
Ohio
$538K +$631K +28,984 New
CA
435
Callahan Advisors
Texas
$535K +$21.8K +1,000 +4%
HIP
436
HUB Investment Partners
Texas
$532K +$624K +28,637 New
IAIM
437
Industrial Alliance Investment Management
Quebec, Canada
$528K +$619K +28,430 New
S
438
SignatureFD
Georgia
$527K -$70.4K -3,231 -10%
VanEck Associates
439
VanEck Associates
New York
$523K +$33.4K +1,535 +6%
MA
440
Montag & Associates
Georgia
$517K – – –
CIAS
441
Capital Investment Advisory Services
North Carolina
$513K – – –
First Manhattan
442
First Manhattan
New York
$508K +$39.5K +1,816 +7%
PTC
443
Petrus Trust Company
Texas
$504K +$591K +27,146 New
WWM
444
Western Wealth Management
Colorado
$500K -$2.22K -102 -0.4%
QPWM
445
Quadrant Private Wealth Management
Pennsylvania
$496K -$29.2K -1,340 -5%
EF
446
Empirical Finance
Pennsylvania
$494K +$26.8K +1,232 +5%
LIM
447
Lathrop Investment Management
Arkansas
$493K -$21.8K -1,000 -4%
TPW
448
Transatlantique Private Wealth
New York
$491K -$200K -9,166 -26%
FMWA
449
Forvis Mazars Wealth Advisors
Missouri
$490K – – –
PFO
450
Pathstone Family Office
New Jersey
$489K -$398K -18,277 -42%