We are live on ! Find out more
RF icon

Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
626
Whittier Trust
California
$22K – – –
FPFS
627
First Personal Financial Services
North Carolina
$22K +$871 +59 +4%
PCG
628
Private Capital Group
Connecticut
$22K +$11.1K +755 +162%
OIA
629
OneDigital Investment Advisors
Kansas
$21K – – –
SFG
630
SevenBridge Financial Group
Pennsylvania
$21K – – –
TFO
631
Tarbox Family Office
California
$21K +$1.2K +81 +6%
PFBT
632
Parkside Financial Bank & Trust
Missouri
$20K -$753 -51 -4%
LWANC
633
Laurel Wealth Advisors (North Carolina)
North Carolina
$20K +$11.1K +750 +123%
IWA
634
Intercontinental Wealth Advisors
Texas
$18K – – –
RIA
635
RPG Investment Advisory
California
$18K – – –
CIAS
636
Capital Investment Advisory Services
North Carolina
$17K -$5.91K -400 -27%
CAL
637
Capital Analysts LLC
Pennsylvania
$17K – – –
MCM
638
MV Capital Management
Maryland
$14K -$3.44K -233 -20%
GRP
639
Global Retirement Partners
California
$14K +$13.6K +923 New
LWM
640
Liberty Wealth Management
California
$14K +$13.9K +942 New
SLF
641
Sun Life Financial
Ontario, Canada
$12K -$13.5K -913 -53%
GTAM
642
Global Trust Asset Management
Florida
$12K – – –
JCM
643
Jacobi Capital Management
Pennsylvania
$12K – – –
SNT
644
Security National Trust
West Virginia
$12K – – –
FGAM
645
Financial Gravity Asset Management
Texas
$12K +$8.71K +590 +322%
SIS
646
Sound Income Strategies
Florida
$11K – – –
WPA
647
West Paces Advisors
Georgia
$10.6K – – –
BWM
648
BerganKDV Wealth Management
Minnesota
$10K – – –
PFSC
649
Peoples Financial Services Corp
Pennsylvania
$10K – – –
TSW
650
Thompson Siegel & Walmsley
Virginia
$10K – – –
24 25
26
27 28