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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
626
Cobblestone Capital Advisors
New York
$221K – – –
SEEDPG
627
S.E.E.D. Planning Group
New York
$221K – – –
P
628
&Partners
Tennessee
$221K +$15.2K +718 +7%
PWM
629
Perigon Wealth Management
California
$221K +$15.3K +724 +7%
HW
630
Hedeker Wealth
Illinois
$220K -$23.6K -1,117 -9%
BP
631
Ballentine Partners
Massachusetts
$219K +$231K +10,923 New
CFSG
632
Clark Financial Services Group
Missouri
$217K +$228K +10,788 New
BTI
633
Blue Trust Inc
Georgia
$216K +$9.37K +444 +4%
CG
634
Cutler Group
California
$216K +$183K +8,668 +407%
APA
635
Astoria Portfolio Advisors
New York
$215K +$226K +10,698 New
BPCE
636
Bank Pictet & Cie (Europe)
Germany
$213K – – –
QTM
637
qPULA Trading Management
New York
$213K +$224K +10,600 New
MIM
638
Marco Investment Management
Georgia
$212K – – –
IIC
639
Integrated Investment Consultants
Michigan
$212K +$223K +10,548 New
TAM
640
Trust Asset Management
Texas
$212K +$223K +10,548 New
MWM
641
Mattern Wealth Management
Kansas
$211K – – –
SOW
642
State of Wyoming
Wyoming
$211K +$185K +8,769 +502%
FTDI
643
First Trust Direct Indexing
Massachusetts
$211K +$222K +10,517 New
MCM
644
Mendel Capital Management
Arkansas
$210K – – –
VWA
645
Visionary Wealth Advisors
Illinois
$210K +$1.56K +74 +0.7%
KWM
646
Kingsview Wealth Management
Oregon
$209K -$35.1K -1,663 -14%
CHP
647
Cable Hill Partners
Oregon
$209K +$219K +10,396 New
CM
648
Capula Management
Cayman Islands
$208K +$219K +10,380 New
TI
649
Tidal Investments
Wisconsin
$205K -$13.5K -639 -6%
SIC
650
Salem Investment Counselors
North Carolina
$205K – – –
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