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Regions Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CWC
601
Carolinas Wealth Consulting
North Carolina
$20K +$18.6K +1,752 New
CCM
602
Covington Capital Management
California
$19K – – –
NIM
603
NuWave Investment Management
New Jersey
$19K +$17.7K +1,666 New
RA
604
Rational Advisors
New York
$19K +$17.7K +1,666 New
GWMIA
605
Global Wealth Management Investment Advisory
Florida
$17K – – –
WEC
606
Winslow Evans & Crocker
Massachusetts
$17K – – –
ClearBridge Investments
607
ClearBridge Investments
New York
$17K +$11 +1 +0.1%
CHC
608
City Holding Co
West Virginia
$16K – – –
LWM
609
Liberty Wealth Management
California
$16K +$5.5K +517 +54%
TFO
610
Tarbox Family Office
California
$15K -$5.09K -478 -27%
LC
611
Lindbrook Capital
California
$15K -$4.31K -405 -24%
EW
612
Evoke Wealth
California
$15K -$404 -38 -3%
MCM
613
MV Capital Management
Maryland
$15K +$8.83K +830 +163%
PWP
614
Principle Wealth Partners
Connecticut
$15K +$14.3K +1,346 New
AAP
615
Arax Advisory Partners
Colorado
$13K – – –
RIA
616
RPG Investment Advisory
California
$13K – – –
GFPC
617
Global Financial Private Client
Florida
$12.3K +$3.63K +341 +42%
TCOV
618
Trust Company of Vermont
Vermont
$12K -$70.7K -6,641 -86%
CAL
619
Capital Analysts LLC
Pennsylvania
$12K – – –
FCM
620
Firestone Capital Management
Florida
$12K – – –
SIS
621
Sound Income Strategies
Florida
$12K +$3.86K +363 +50%
KWM
622
Keebeck Wealth Management
Illinois
$12K +$11.4K +1,071 New
OIA
623
Optimum Investment Advisors
Illinois
$11K – – –
SWM
624
Sugarloaf Wealth Management
Georgia
$11K – – –
TI
625
tru Independence
Oregon
$11K +$64 +6 +0.6%