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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
551
Concurrent Investment Advisors
Florida
$374K -$1.55M -70,700 -82%
KWM
552
Kingsview Wealth Management
Oregon
$370K +$6.4K +293 +2%
WIA
553
World Investment Advisors
California
$369K +$43.9K +2,010 +15%
IPWA
554
International Private Wealth Advisors
California
$368K -$20.4K -935 -6%
MPM
555
MBB Public Markets
Illinois
$367K -$1.12M -51,250 -76%
TNB
556
Thomasville National Bank
Georgia
$366K -$31.9K -1,459 -9%
EI
557
Ellevest Inc
New York
$364K -$25.9K -1,186 -7%
MAS
558
Meeder Advisory Services
Ohio
$363K +$9.33K +427 +3%
DEA
559
DoubleLine ETF Adviser
Florida
$359K -$29.8K -1,365 -8%
MAM
560
MMA Asset Management
Pennsylvania
$357K +$335K +15,310 New
LIM
561
Lathrop Investment Management
Arkansas
$356K – – –
AA
562
Advisory Alpha
Michigan
$355K +$44 +2 +0%
BMA
563
Brooks Moore & Associates
Tennessee
$354K +$6.91K +316 +2%
PI
564
PFG Investments
New York
$354K +$331K +15,165 New
CCB
565
Country Club Bank
Missouri
$354K -$45.4K -2,075 -12%
TPCW
566
TD Private Client Wealth
New York
$351K -$2.08K -95 -0.6%
PVM
567
Palogic Value Management
Texas
$350K – – –
VI
568
Versor Investments
New York
$350K +$328K +15,000 New
P
569
Pitcairn
Pennsylvania
$348K -$41K -1,876 -11%
CIC
570
Crawford Investment Counsel
Georgia
$342K – – –
WAAG
571
Wealth Alliance Advisory Group
Kansas
$341K – – –
BW
572
BIP Wealth
Georgia
$340K +$56K +2,562 +21%
ACM
573
AlphaStar Capital Management
North Carolina
$339K +$318K +14,548 New
ACP
574
Arcus Capital Partners
Georgia
$338K – – –
RAM
575
Ramirez Asset Management
New York
$337K – – –
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