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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
626
Perigon Wealth Management
California
$221K +$15.3K +724 +7%
HW
627
Hedeker Wealth
Illinois
$220K -$23.6K -1,117 -9%
BP
628
Ballentine Partners
Massachusetts
$219K +$231K +10,923 New
CFSG
629
Clark Financial Services Group
Missouri
$217K +$228K +10,788 New
BTI
630
Blue Trust Inc
Georgia
$216K +$9.37K +444 +4%
CG
631
Cutler Group
California
$216K +$183K +8,668 +407%
APA
632
Astoria Portfolio Advisors
New York
$215K +$226K +10,698 New
BPCE
633
Bank Pictet & Cie (Europe)
Germany
$213K – – –
QTM
634
qPULA Trading Management
New York
$213K +$224K +10,600 New
MIM
635
Marco Investment Management
Georgia
$212K – – –
IIC
636
Integrated Investment Consultants
Michigan
$212K +$223K +10,548 New
TAM
637
Trust Asset Management
Texas
$212K +$223K +10,548 New
MWM
638
Mattern Wealth Management
Kansas
$211K – – –
SOW
639
State of Wyoming
Wyoming
$211K +$185K +8,769 +502%
FTDI
640
First Trust Direct Indexing
Massachusetts
$211K +$222K +10,517 New
MCM
641
Mendel Capital Management
Arkansas
$210K – – –
VWA
642
Visionary Wealth Advisors
Illinois
$210K +$1.56K +74 +0.7%
KWM
643
Kingsview Wealth Management
Oregon
$209K -$35.1K -1,663 -14%
CHP
644
Cable Hill Partners
Oregon
$209K +$219K +10,396 New
CM
645
Capula Management
Cayman Islands
$208K +$219K +10,380 New
TI
646
Tidal Investments
Wisconsin
$205K -$13.5K -639 -6%
SIC
647
Salem Investment Counselors
North Carolina
$205K – – –
IA
648
IFP Advisors
Florida
$204K +$106K +5,001 +23%
NW
649
NewEdge Wealth
Pennsylvania
$203K +$214K +10,128 New
VAS
650
Vestmark Advisory Solutions
Massachusetts
$203K +$214K +10,128 New
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