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Regions Financial

Name Holding Trade Value Shares
Change
Change in
Stake
HP
601
Holistic Planning
Texas
$560K +$42.2K +1,503 +9%
MAS
602
Meeder Advisory Services
Ohio
$559K -$373K -13,291 -42%
AP
603
Atwood & Palmer
Missouri
$559K – – –
BWM
604
BCS Wealth Management
Tennessee
$558K +$309 +11 +0.1%
DS
605
DRW Securities
Illinois
$555K +$527K +18,790 New
BW
606
BIP Wealth
Georgia
$554K +$102K +3,640 +25%
GFA
607
Gallagher Fiduciary Advisors
Illinois
$552K -$10.2K -364 -2%
OTL
608
Oak Thistle LLC
New York
$548K -$2M -71,343 -80%
MIH
609
Meitav Investment House
Israel
$546K +$41.9K +1,492 +9%
DAM
610
Delta Asset Management
Tennessee
$545K – – –
SAG
611
SageView Advisory Group
California
$529K -$72.1K -2,567 -13%
TFS
612
Thoroughbred Financial Services
Tennessee
$523K -$71.9K -2,562 -13%
SFS
613
Sowell Financial Services
Arkansas
$518K -$2.44K -87 -0.5%
VWA
614
Visionary Wealth Advisors
Illinois
$518K -$7.52K -268 -2%
MM
615
Meridian Management
Arkansas
$514K – – –
BRWA
616
B. Riley Wealth Advisors
Florida
$513K +$33.7K +1,200 +8%
SNB
617
Security National Bank
Nebraska
$511K -$9.38K -334 -2%
FT
618
Fiduciary Trust
Massachusetts
$500K -$152K -5,419 -25%
HSG
619
Helen Stephens Group
Texas
$498K -$37.2K -1,325 -8%
Lido Advisors
620
Lido Advisors
California
$490K -$64K -2,279 -12%
ETC
621
Exchange Traded Concepts
Oklahoma
$488K +$73.1K +2,606 +19%
SCP
622
Sivia Capital Partners
California
$488K – – –
VEA
623
Virtus ETF Advisers
New York
$485K +$4.91K +175 +1%
NW
624
NewEdge Wealth
Pennsylvania
$483K -$37.3K -1,329 -8%
MHS
625
M Holdings Securities
Oregon
$481K -$234K -8,339 -34%