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Regions Financial

Name Holding Trade Value Shares
Change
Change in
Stake
BFM
601
Boothbay Fund Management
New York
$494K -$8.82K -316 -2%
LFG
602
Larson Financial Group
Missouri
$490K +$3.77K +135 +0.7%
IWM
603
Iams Wealth Management
Nebraska
$488K +$108K +3,854 +26%
GFA
604
Gallagher Fiduciary Advisors
Illinois
$487K +$4.36K +156 +0.8%
KP
605
Keel Point
Alabama
$486K +$185K +6,622 +55%
Lido Advisors
606
Lido Advisors
California
$483K -$207K -7,421 -29%
AP
607
Atwood & Palmer
Missouri
$483K – – –
BWM
608
BCS Wealth Management
Tennessee
$482K -$516K -18,491 -50%
TC
609
TwinBeech Capital
New York
$479K +$512K +18,321 New
DAM
610
Delta Asset Management
Tennessee
$471K – – –
EW
611
Expressive Wealth
Illinois
$464K -$30.7K -1,099 -6%
HSG
612
Helen Stephens Group
Texas
$461K +$4.78K +171 +1%
DFCM
613
Dark Forest Capital Management
Puerto Rico
$459K -$27K -967 -5%
VWA
614
Visionary Wealth Advisors
Illinois
$455K -$13.3K -476 -3%
NW
615
NewEdge Wealth
Pennsylvania
$452K -$104K -3,730 -18%
SNB
616
Security National Bank
Nebraska
$451K +$2.82K +101 +0.6%
SFS
617
Sowell Financial Services
Arkansas
$450K -$45.8K -1,642 -9%
HP
618
Holistic Planning
Texas
$445K -$3.91K -140 -0.8%
MM
619
Meridian Management
Arkansas
$444K -$13.1K -469 -3%
GT
620
Glenview Trust
Kentucky
$437K +$893 +32 +0.2%
MIH
621
Meitav Investment House
Israel
$434K -$95.3K -3,414 -17%
SCP
622
Sivia Capital Partners
California
$422K -$86.3K -3,089 -16%
BP
623
Ballentine Partners
Massachusetts
$421K +$8.96K +321 +2%
IF
624
Intrua Financial
Texas
$418K -$4.38K -157 -1%
IPWA
625
International Private Wealth Advisors
California
$416K +$40.5K +1,449 +10%