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Regions Financial

Name Holding Trade Value Shares
Change
Change in
Stake
DAM
476
Delta Asset Management
Tennessee
$347K
VFA
477
Valeo Financial Advisors
Indiana
$346K -$117K -6,602 -25%
BRWA
478
B. Riley Wealth Advisors
Florida
$346K -$12.4K -703 -4%
PA
479
Profund Advisors
Maryland
$345K -$32.7K -1,855 -9%
NI
480
NFC Investments
Tennessee
$343K
AWS
481
Atria Wealth Solutions
New York
$343K -$821K -46,519 -71%
TMAM
482
Tokio Marine Asset Management
Japan
$342K
EI
483
Ellevest Inc
New York
$340K +$42.2K +2,388 +14%
FFG
484
Fortem Financial Group
California
$340K +$108K +6,104 +47%
CIBC Private Wealth Group
485
CIBC Private Wealth Group
Georgia
$338K -$9.53K -540 -3%
TA
486
TrueWealth Advisors
Alabama
$337K +$194 +11 +0.1%
MCA
487
Millennium Capital Advisors
Arkansas
$336K -$2.84K -161 -0.8%
BW
488
BIP Wealth
Georgia
$330K -$13.6K -771 -4%
GT
489
Greenleaf Trust
Michigan
$330K -$114K -6,434 -26%
HCPC
490
Hamilton Capital Partners (Canada)
$328K
CIC
491
Crawford Investment Counsel
Georgia
$324K
NAM
492
NorthCrest Asset Manangement
Minnesota
$321K +$141 +8 +0%
TNB
493
Thomasville National Bank
Georgia
$320K
BPA
494
Beacon Pointe Advisors
California
$320K -$329K -18,610 -51%
CTC
495
Central Trust Company
Missouri
$314K -$70.2K -3,975 -18%
CS
496
Capital Square
Tennessee
$312K -$17.7K -1,000 -5%
DCM
497
Driehaus Capital Management
Illinois
$308K +$305K +17,268 New
CCA
498
Cravens & Co Advisors
Tennessee
$306K
LSAG
499
Lake Street Advisors Group
New Hampshire
$304K -$7.18K -407 -2%
SNB
500
Security National Bank
Nebraska
$301K