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Regions Financial

Name Holding Trade Value Shares
Change
Change in
Stake
LAM
601
LECAP Asset Management
United Kingdom
$297K +$278K +12,709 New
LA
602
Lane & Associates
New Jersey
$293K +$275K +12,580 New
VWA
603
Visionary Wealth Advisors
Illinois
$293K -$16.2K -740 -6%
TG
604
TCW Group
California
$293K -$6.42K -294 -2%
SMA
605
Sage Mountain Advisors
Georgia
$292K +$274K +12,536 New
CHP
606
Cable Hill Partners
Oregon
$292K -$23.5K -1,075 -8%
FIA
607
Foundations Investment Advisors
Arizona
$292K +$3.71K +170 +1%
GFA
608
Gallagher Fiduciary Advisors
Illinois
$292K +$273K +12,498 New
Vontobel Holding
609
Vontobel Holding
Switzerland
$290K +$35.4K +1,620 +15%
EWM
610
Empirical Wealth Management
Washington
$289K +$271K +12,394 New
WPC
611
Waters Parkerson & Co
Louisiana
$289K
VC
612
Veracity Capital
Georgia
$288K +$1.53K +70 +0.6%
CFSG
613
Clark Financial Services Group
Missouri
$287K +$33.8K +1,545 +14%
II
614
Inspire Investing
Idaho
$286K -$19.4K -887 -7%
AAM
615
Augustine Asset Management
Florida
$284K
SFM
616
Signet Financial Management
New Jersey
$281K -$6.12K -280 -2%
GI
617
Gradient Investments
Minnesota
$278K -$656 -30 -0.3%
RSWM
618
Robertson Stephens Wealth Management
California
$278K +$258K +11,794 New
MCM
619
Mill Capital Management
North Carolina
$277K
CIA
620
Cape Investment Advisory
Georgia
$276K
CGL
621
Clarius Group LLC
Washington
$275K +$328 +15 +0.1%
BW
622
Bison Wealth
Georgia
$274K -$32.3K -1,478 -11%
SCA
623
Southern Capital Advisors
Tennessee
$274K +$87 +4 +0%
HBT
624
Heartland Bank & Trust
Illinois
$274K +$28.1K +1,284 +12%
BCMLT
625
Beacon Capital Management LLC (Tennessee)
Tennessee
$272K -$2.47K -113 -1%