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Regions Financial

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
501
Blueshift Asset Management
New Jersey
$354K +$178K +8,179 +75%
GL
502
Graypoint LLC
New York
$354K +$12.4K +569 +3%
MCA
503
Millennium Capital Advisors
Arkansas
$353K +$16.7K +769 +4%
PCIA
504
Prime Capital Investment Advisors
Kansas
$351K -$76.2K -3,500 -16%
ECG
505
Edge Capital Group
Georgia
$351K -$33.6K -1,544 -8%
TA
506
TrueWealth Advisors
Alabama
$350K +$2.18K +100 +0.5%
Lazard Asset Management
507
Lazard Asset Management
New York
$348K -$1.59M -72,903 -79%
WCM
508
Wedge Capital Management
North Carolina
$345K +$51.4K +2,361 +15%
WE
509
Wealth Effects
Massachusetts
$342K -$59.7K -2,741 -13%
HCPC
510
Hamilton Capital Partners (Canada)
$342K +$401K +18,400 New
Capstone Investment Advisors
511
Capstone Investment Advisors
New York
$341K +$112K +5,137 +39%
CS
512
Capital Square
Tennessee
$340K -$653 -30 -0.2%
AAS
513
Avantax Advisory Services
Texas
$337K +$71.1K +3,266 +22%
CIC
514
Crawford Investment Counsel
Georgia
$337K
NAM
515
NorthCrest Asset Manangement
Minnesota
$334K
TNB
516
Thomasville National Bank
Georgia
$334K +$31.8K +1,459 +9%
SC
517
Savant Capital
Illinois
$333K -$10.6K -489 -3%
GLA
518
Great Lakes Advisors
Illinois
$332K -$409K -18,804 -51%
FIM
519
Freedom Investment Management
Connecticut
$330K -$190K -8,718 -33%
MNBTD
520
Moody National Bank Trust Division
Texas
$327K
GAM
521
Gotham Asset Management
New York
$325K +$381K +17,502 New
LSAG
522
Lake Street Advisors Group
New Hampshire
$324K -$5.29K -243 -1%
PWM
523
Perigon Wealth Management
California
$322K -$34.5K -1,584 -8%
MAS
524
Meeder Advisory Services
Ohio
$319K -$9.82K -451 -3%
CCA
525
Cravens & Co Advisors
Tennessee
$319K -$4.36K -200 -1%