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Regions Financial

Name Holding Trade Value Shares
Change
Change in
Stake
AP
501
Atwood & Palmer
Missouri
$371K – – –
VFA
502
Valeo Financial Advisors
Indiana
$369K -$83.8K -4,323 -19%
CWA
503
Centennial Wealth Advisory
Michigan
$368K +$356K +18,379 New
AI
504
Atria Investments
North Carolina
$368K +$356K +18,346 New
BWM
505
BCS Wealth Management
Tennessee
$365K +$233 +12 +0.1%
LIA
506
LBMC Investment Advisors
Tennessee
$363K +$3.86K +199 +1%
LWM
507
LongView Wealth Management
Georgia
$363K +$25.9K +1,337 +8%
FDCDDQ
508
Federation des caisses Desjardins du Quebec
Quebec, Canada
$361K +$228K +11,740 +187%
NAM
509
NorthCrest Asset Manangement
Minnesota
$361K – – –
TA
510
Tectonic Advisors
Texas
$359K +$33.4K +1,721 +11%
Teacher Retirement System of Texas
511
Teacher Retirement System of Texas
Texas
$359K -$111K -5,746 -24%
CI
512
CX Institutional
Indiana
$359K +$112K +5,749 +47%
BPA
513
Beacon Pointe Advisors
California
$357K -$24.8K -1,278 -7%
MGIA
514
Moneta Group Investment Advisors
Missouri
$355K +$344K +17,738 New
PP
515
Prudential plc
United Kingdom
$355K -$1.55M -79,820 -82%
PWM
516
Perigon Wealth Management
California
$353K -$57.5K -2,965 -14%
BSW
517
Buckingham Strategic Wealth
Missouri
$353K +$61.6K +3,174 +22%
AssetMark Inc
518
AssetMark Inc
California
$350K -$25.5K -1,316 -7%
Koshinski Asset Management
519
Koshinski Asset Management
Illinois
$349K +$101K +5,219 +43%
RWM
520
Ritholtz Wealth Management
New York
$345K +$39 +2 +0%
TNB
521
Thomasville National Bank
Georgia
$344K +$3.26K +168 +1%
Lido Advisors
522
Lido Advisors
California
$344K +$81.9K +4,222 +33%
PA
523
Prossimo Advisors
California
$343K +$54.7K +2,820 +20%
SNB
524
Security National Bank
Nebraska
$339K – – –
BRWA
525
B. Riley Wealth Advisors
Florida
$338K +$7.91K +408 +3%