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Regions Financial

Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
526
First Trust Direct Indexing
Massachusetts
$337K +$138K +7,095 +73%
EI
527
Ellevest Inc
New York
$337K +$9.48K +489 +3%
P
528
Pitcairn
Pennsylvania
$336K +$4.36K +225 +1%
DEA
529
DoubleLine ETF Adviser
Florida
$336K -$14.2K -732 -4%
CCB
530
Country Club Bank
Missouri
$335K -$3.49K -180 -1%
IPWA
531
International Private Wealth Advisors
California
$335K +$324K +16,699 New
PI
532
PineBridge Investments
New York
$335K -$10.1M -521,300 -97%
BTI
533
Blue Trust Inc
Georgia
$333K +$39.4K +2,029 +15%
AWM
534
Apollon Wealth Management
South Carolina
$329K +$73.1K +3,768 +30%
HSG
535
Helen Stephens Group
Texas
$328K +$3.69K +190 +1%
RP
536
Rowlandmiller & Partners
Georgia
$327K – – –
FFM
537
Forum Financial Management
Illinois
$323K +$407 +21 +0.1%
SPIA
538
Steward Partners Investment Advisory
New York
$321K -$4.69K -242 -1%
Acadian Asset Management
539
Acadian Asset Management
Massachusetts
$320K +$310K +15,990 New
GI
540
GAMMA Investing
California
$317K +$117K +6,007 +61%
CS
541
Capital Square
Tennessee
$313K -$155 -8 -0.1%
KWM
542
Kingsview Wealth Management
Oregon
$312K -$23.2K -1,195 -7%
BP
543
Ballentine Partners
Massachusetts
$307K +$51K +2,631 +21%
LIM
544
Lathrop Investment Management
Arkansas
$306K – – –
AA
545
Advisory Alpha
Michigan
$305K -$30.7K -1,585 -9%
TPCW
546
TD Private Client Wealth
New York
$303K +$6.71K +346 +2%
MAS
547
Meeder Advisory Services
Ohio
$303K +$43.1K +2,220 +17%
CWP
548
Capital Wealth Planning
Florida
$301K -$103K -5,308 -26%
PVM
549
Palogic Value Management
Texas
$301K – – –
BMA
550
Brooks Moore & Associates
Tennessee
$298K – – –