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Regions Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
501
Sequoia Financial Advisors
Ohio
$576K +$105K +4,233 +21%
SCI
502
Stableford Capital II
Arizona
$574K -$3.46K -140 -0.6%
GT
503
Greenleaf Trust
Michigan
$573K +$10.8K +436 +2%
KLCM
504
KG&L Capital Management
Louisiana
$568K +$4.94K +200 +0.8%
VSQM
505
V-Square Quantitative Management
Illinois
$567K -$62.3K -2,523 -9%
TPW
506
Transatlantique Private Wealth
New York
$554K -$18.4K -744 -3%
RIL
507
Rothschild Investment LLC
Illinois
$552K +$62.7K +2,537 +12%
MS
508
Maven Securities
Jersey
$552K +$580K +23,462 New
ATPW
509
Ashton Thomas Private Wealth
Arizona
$551K -$17.2K -698 -3%
SAG
510
SageView Advisory Group
California
$550K -$3.53K -143 -0.6%
LIA
511
Lynx Investment Advisory
District of Columbia
$550K +$568 +23 +0.1%
TMAM
512
Tokio Marine Asset Management
Japan
$548K – – –
BTD
513
BankPlus Trust Department
Mississippi
$544K +$572K +23,148 New
PFS
514
Prospera Financial Services
Texas
$542K -$24.8K -1,003 -4%
CIM
515
Contravisory Investment Management
Massachusetts
$532K – – –
FPW
516
Fairvoy Private Wealth
Alabama
$531K +$558K +22,582 New
Lido Advisors
517
Lido Advisors
California
$530K +$13.8K +558 +3%
S
518
SignatureFD
Georgia
$528K -$40.1K -1,621 -7%
MWM
519
Meridian Wealth Management
Kentucky
$527K +$5.78K +234 +1%
BCI
520
Brinker Capital Investments
Pennsylvania
$527K +$332K +13,423 +149%
OPS
521
Orion Portfolio Solutions
Nebraska
$527K +$332K +13,423 +149%
TPA
522
Trivium Point Advisory
Connecticut
$527K +$59.9K +2,426 +12%
RCA
523
Resonant Capital Advisors
Wisconsin
$523K +$4.82K +195 +0.9%
GI
524
GAMMA Investing
California
$517K +$26.5K +1,072 +5%
FG
525
Fiduciary Group
Georgia
$516K – – –