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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
576
Axxcess Wealth Management
California
$213K +$235K +12,405 New
SFG
577
Steward Financial Group
Texas
$213K +$2.39K +126 +1%
MAS
578
Meeder Advisory Services
Ohio
$210K -$114 -6 -0%
GA
579
Geller Advisors
New York
$206K +$224K +11,813 New
BSW
580
Buckingham Strategic Wealth
Missouri
$205K -$5.93K -313 -3%
SCA
581
Southern Capital Advisors
Tennessee
$204K -$43.6K -2,301 -16%
MCM
582
Mill Capital Management
North Carolina
$204K -$14.7K -778 -6%
WSTAM
583
Wilbanks Smith & Thomas Asset Management
Virginia
$204K – – –
CIA
584
Cape Investment Advisory
Georgia
$203K +$9.47K +500 +4%
VWA
585
Visionary Wealth Advisors
Illinois
$203K +$1.89K +100 +0.9%
EW
586
Element Wealth
Mississippi
$202K – – –
EVM
587
Evelyn V. Moreno
$201K – – –
HH
588
Hilltop Holdings
Texas
$200K +$13.6K +719 +7%
CG
589
Caprock Group
Idaho
$200K -$148K -7,811 -41%
GAM
590
Gotham Asset Management
New York
$199K -$11.6K -614 -5%
UB
591
UMB Bank
Missouri
$196K -$341 -18 -0.2%
OIA
592
OneDigital Investment Advisors
Kansas
$195K +$214K +11,316 New
AIP
593
Ameritas Investment Partners
Nebraska
$194K – – –
WIA
594
World Investment Advisors
California
$194K – – –
TSS
595
Two Sigma Securities
New York
$192K +$212K +11,179 New
BHPW
596
Beverly Hills Private Wealth
California
$192K -$223K -11,797 -51%
MIM
597
MTM Investment Management
South Carolina
$191K – – –
HBT
598
Heartland Bank & Trust
Illinois
$191K +$3.24K +171 +2%
CCFM
599
Clear Creek Financial Management
Washington
$191K -$13.5K -712 -6%
LGG
600
Luts & Greenleigh Group
Maryland
$191K – – –
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