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Regions Financial

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
601
MTM Investment Management
South Carolina
$247K
SEEDPG
602
S.E.E.D. Planning Group
New York
$245K
WA
603
WestEnd Advisors
North Carolina
$244K -$259 -11 Closed
AAS
604
Avantax Advisory Services
Texas
$243K +$39.7K +1,687 +18%
BRWA
605
B. Riley Wealth Advisors
Florida
$240K +$254K +10,779 New
BPCE
606
Bank Pictet & Cie (Europe)
Germany
$236K
GA
607
Geller Advisors
New York
$236K +$1.03K +44 +0.4%
VCA
608
Verdence Capital Advisors
Maryland
$235K -$138K -5,878 -36%
MIM
609
Marco Investment Management
Georgia
$235K -$47.1K -2,000 -16%
MCM
610
Mendel Capital Management
Arkansas
$233K
AssetMark Inc
611
AssetMark Inc
California
$231K -$26K -1,105 -10%
KWM
612
Kingsview Wealth Management
Oregon
$228K +$241K +10,222 New
KIG
613
Kessler Investment Group
Indiana
$227K +$376 +16 +0.2%
SIC
614
Salem Investment Counselors
North Carolina
$225K -$8.85K -376 -4%
MWM
615
Meridian Wealth Management
Kentucky
$225K +$238K +10,114 New
IA
616
IFG Advisors
Missouri
$224K
SFI
617
Siemens Fonds Invest
Germany
$224K
ASN
618
Advisory Services Network
Georgia
$224K +$4.57K +194 +2%
RIM
619
Reliant Investment Management
Tennessee
$223K -$94.1K -4,000 -29%
ANI
620
American National Insurance
Texas
$223K
CIM
621
Cambria Investment Management
California
$222K +$235K +9,966 New
BP
622
Ballentine Partners
Massachusetts
$221K +$233K +9,893 New
BAM
623
Blueshift Asset Management
New Jersey
$220K -$71.3K -3,029 -23%
CIBC World Market
624
CIBC World Market
Ontario, Canada
$219K -$287K -12,208 -55%
TTWM
625
TCV Trust & Wealth Management
Virginia
$218K -$8.24K -350 -3%