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Regions Financial

Name Holding Trade Value Shares
Change
Change in
Stake
AG
526
Ascent Group
Virginia
$347K +$2.3K +109 +0.7%
CCFM
527
Clear Creek Financial Management
Washington
$343K +$33.7K +1,594 +10%
CGL
528
Clarius Group LLC
Washington
$343K +$35.6K +1,687 +11%
PA
529
Profund Advisors
Maryland
$341K -$8.95K -424 -2%
SNB
530
Security National Bank
Nebraska
$340K
SW
531
SVB Wealth
Massachusetts
$340K +$358K +16,960 New
PWS
532
Precision Wealth Strategies
Missouri
$336K -$42.2K -2,000 -11%
BWM
533
BCS Wealth Management
Tennessee
$333K
TNB
534
Thomasville National Bank
Georgia
$332K
WCM
535
Wedge Capital Management
North Carolina
$332K +$10K +475 +3%
RP
536
Rowlandmiller & Partners
Georgia
$331K +$3.53K +167 +1%
AF
537
Aldebaran Financial
$329K -$43.7K -2,068 -11%
CA
538
Clearstead Advisors
Ohio
$327K +$15.2K +718 +5%
EWA
539
EverSource Wealth Advisors
Alabama
$326K +$3.76K +178 +1%
BCA
540
Bay Colony Advisors
Massachusetts
$326K +$42.2K +2,000 +14%
TMAM
541
Tokio Marine Asset Management
Japan
$324K
AWC
542
Abundance Wealth Counselors
Pennsylvania
$322K +$30.4K +1,442 +10%
Connor, Clark & Lunn Investment Management (CC&L)
543
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$322K +$339K +16,050 New
PFS
544
Prospera Financial Services
Texas
$322K +$339K +16,056 New
GIA
545
Gladstone Institutional Advisory
Florida
$321K +$107K +5,083 +47%
BMA
546
Brooks Moore & Associates
Tennessee
$317K
Cerity Partners
547
Cerity Partners
New York
$317K +$49.1K +2,326 +17%
NWMG
548
National Wealth Management Group
Ohio
$315K +$331K +15,680 New
CGA
549
Crescent Grove Advisors
Illinois
$314K
AFA
550
AllGen Financial Advisors
Florida
$309K +$325K +15,377 New