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Regions Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
501
Centennial Wealth Advisory
Michigan
$681K +$9.06K +349 +1%
V
502
ViaWealth
Kansas
$679K -$59.7K -2,298 -8%
HR
503
Hardy Reed
Mississippi
$679K
AI
504
Atria Investments
North Carolina
$677K +$33.3K +1,284 +5%
PL
505
Plancorp LLC
Missouri
$676K +$3.32K +128 +0.5%
Fidelity International
506
Fidelity International
Bermuda
$672K -$33.6K -1,295 -5%
BPC
507
Bearing Point Capital
Minnesota
$666K
TA
508
Tectonic Advisors
Texas
$661K +$82.6K +3,181 +15%
CC
509
Courier Capital
New York
$659K
VRM
510
Vectors Research Management
New York
$659K
QCG
511
Quadrant Capital Group
Ohio
$658K +$5.9K +227 +0.9%
CFO
512
Callan Family Office
Pennsylvania
$655K +$77.6K +2,989 +14%
CA
513
Clearstead Advisors
Ohio
$649K +$7.25K +279 +1%
RCA
514
Resonant Capital Advisors
Wisconsin
$648K +$8.8K +339 +1%
GG
515
Greenwood Gearhart
Arkansas
$647K
BIA
516
BHK Investment Advisors
Alabama
$642K -$12.9K -495 -2%
QPWM
517
Quadrant Private Wealth Management
Pennsylvania
$639K +$805 +31 +0.1%
IAA
518
Independent Advisor Alliance
North Carolina
$637K -$672K -25,876 -52%
DO
519
denkapparat Operations
Germany
$634K +$624K +24,032 New
MWM
520
Meridian Wealth Management
Kentucky
$631K +$3.12K +120 +0.5%
BBHC
521
Brown Brothers Harriman & Co
New York
$628K +$85K +3,273 +16%
SWP
522
Sagespring Wealth Partners
Tennessee
$628K +$81.9K +3,155 +15%
SCA
523
Snowden Capital Advisors
New York
$627K -$53.5K -2,060 -8%
HCM
524
Howard Capital Management
Georgia
$626K +$14.6K +564 +2%
FPW
525
Fairvoy Private Wealth
Alabama
$624K +$11.7K +449 +2%