We are live on ! Find out more
RF icon

Regions Financial

Name Holding Trade Value Shares
Change
Change in
Stake
EI
526
Ellevest Inc
New York
$337K +$9.48K +489 +3%
P
527
Pitcairn
Pennsylvania
$336K +$4.36K +225 +1%
DEA
528
DoubleLine ETF Adviser
Florida
$336K -$14.2K -732 -4%
CCB
529
Country Club Bank
Missouri
$335K -$3.49K -180 -1%
IPWA
530
International Private Wealth Advisors
California
$335K +$324K +16,699 New
PI
531
PineBridge Investments
New York
$335K -$10.1M -521,300 -97%
BTI
532
Blue Trust Inc
Georgia
$333K +$39.4K +2,029 +15%
AWM
533
Apollon Wealth Management
South Carolina
$329K +$73.1K +3,768 +30%
HSG
534
Helen Stephens Group
Texas
$328K +$3.69K +190 +1%
RP
535
Rowlandmiller & Partners
Georgia
$327K
FFM
536
Forum Financial Management
Illinois
$323K +$407 +21 +0.1%
SPIA
537
Steward Partners Investment Advisory
New York
$321K -$4.69K -242 -1%
Acadian Asset Management
538
Acadian Asset Management
Massachusetts
$320K +$310K +15,990 New
GI
539
GAMMA Investing
California
$317K +$117K +6,007 +61%
CS
540
Capital Square
Tennessee
$313K -$155 -8 -0.1%
KWM
541
Kingsview Wealth Management
Oregon
$312K -$23.2K -1,195 -7%
BP
542
Ballentine Partners
Massachusetts
$307K +$51K +2,631 +21%
LIM
543
Lathrop Investment Management
Arkansas
$306K
AA
544
Advisory Alpha
Michigan
$305K -$30.7K -1,585 -9%
TPCW
545
TD Private Client Wealth
New York
$303K +$6.71K +346 +2%
MAS
546
Meeder Advisory Services
Ohio
$303K +$43.1K +2,220 +17%
CWP
547
Capital Wealth Planning
Florida
$301K -$103K -5,308 -26%
PVM
548
Palogic Value Management
Texas
$301K
BMA
549
Brooks Moore & Associates
Tennessee
$298K
HCPC
550
Hamilton Capital Partners (Canada)
$295K