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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
551
SVB Wealth
Massachusetts
$338K -$27.9K -1,286 -8%
AF
552
Advisornet Financial
Minnesota
$337K +$17.9K +825 +6%
CGA
553
Crescent Grove Advisors
Illinois
$337K – – –
HSG
554
Helen Stephens Group
Texas
$334K +$3.27K +151 +1%
SSG
555
Summit Securities Group
New York
$334K +$307K +14,171 +1,090%
FG
556
Fiduciary Group
Georgia
$331K – – –
M
557
Mirova
France
$329K +$72.4K +3,340 +28%
FIM
558
Fruth Investment Management
Texas
$328K -$1.71K -79 -0.5%
BRWA
559
B. Riley Wealth Advisors
Florida
$324K +$28K +1,293 +9%
MPI
560
Mairs & Power Inc
Minnesota
$323K – – –
PVM
561
Palogic Value Management
Texas
$323K +$325K +15,000 New
AAS
562
Avantax Advisory Services
Texas
$321K -$3.92K -181 -1%
SCM
563
SevenOneSeven Capital Management
Pennsylvania
$321K +$499 +23 +0.2%
CCFM
564
Clear Creek Financial Management
Washington
$318K -$50.6K -2,334 -14%
NWA
565
New World Advisors
Massachusetts
$316K -$13K -600 -4%
WAAG
566
Wealth Alliance Advisory Group
Kansas
$316K – – –
CIA
567
Capital Investment Advisors
Georgia
$314K +$7K +323 +2%
AA
568
ALPS Advisors
Colorado
$314K -$1.74K -80 -0.5%
CA
569
Clearstead Advisors
Ohio
$313K -$38.3K -1,766 -11%
LC
570
LCNB Corp
Ohio
$313K – – –
ACP
571
Arcus Capital Partners
Georgia
$312K – – –
CWP
572
Cyndeo Wealth Partners
Florida
$312K +$313K +14,452 New
TWI
573
Thomas White International
Illinois
$312K -$142K -6,540 -31%
NHC
574
Nicholas Hoffman & Company
Georgia
$311K – – –
P
575
Pitcairn
Pennsylvania
$311K -$3.32K -153 -1%
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