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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
576
Kingsview Wealth Management
Oregon
$227K +$38.8K +1,879 +18%
FHA
577
Flagship Harbor Advisors
Massachusetts
$226K -$61.6K -2,983 -20%
AIP
578
Ameritas Investment Partners
Nebraska
$225K – – –
HH
579
Hilltop Holdings
Texas
$224K -$82.4K -3,994 -25%
BOH
580
Bank of Hawaii
Hawaii
$224K -$44.8K -2,170 -15%
MCM
581
Mill Capital Management
North Carolina
$223K +$245K +11,880 New
EWA
582
EP Wealth Advisors
California
$221K +$243K +11,760 New
FFN
583
Focus Financial Network
Minnesota
$221K +$241K +11,683 New
DWT
584
Dorsey & Whitney Trust
South Dakota
$220K -$475 -23 -0.2%
EVM
585
Evelyn V. Moreno
$219K – – –
CAM
586
Cresset Asset Management
Illinois
$216K -$435K -21,066 -65%
CWP
587
Capital Wealth Planning
Florida
$216K – – –
SWM
588
Spire Wealth Management
Virginia
$215K +$1.01K +49 +0.4%
GIA
589
Gateway Investment Advisers
Ohio
$215K +$1.51K +73 +0.6%
SWA
590
Sutton Wealth Advisors
Florida
$211K +$1.34K +65 +0.6%
BBHC
591
Brown Brothers Harriman & Co
New York
$209K -$94.6K -4,585 -29%
CG
592
Colony Group
Massachusetts
$209K +$230K +11,134 New
JAG
593
Journey Advisory Group
Kentucky
$208K +$203K +9,834 New
SEEDPG
594
S.E.E.D. Planning Group
New York
$206K – – –
AAS
595
Avantax Advisory Services
Texas
$206K +$1.77K +86 +0.8%
CCA
596
Cobblestone Capital Advisors
New York
$206K +$227K +11,000 New
SEC
597
Seven Eight Capital
New York
$205K -$336K -16,267 -60%
GIA
598
Gladstone Institutional Advisory
Florida
$204K +$225K +10,888 New
TI
599
Tidal Investments
Wisconsin
$203K -$24.1K -1,169 -10%
GA
600
Geller Advisors
New York
$202K +$3.2K +155 +1%
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