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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
626
Johnson Investment Counsel
Ohio
$247K +$249K +11,473 New
BL
627
Balentine LLC
Georgia
$246K -$725K -33,437 -75%
SIP
628
Stoneridge Investment Partners
Pennsylvania
$245K +$247K +11,379 New
APA
629
Astoria Portfolio Advisors
New York
$243K +$499 +23 +0.2%
RB
630
Renasant Bank
Mississippi
$243K -$233K -10,730 -49%
SWA
631
Sutton Wealth Advisors
Florida
$240K -$2.13K -98 -0.9%
HH
632
Hilltop Holdings
Texas
$240K +$217 +10 +0.1%
AT
633
American Trust
Kentucky
$239K -$8.37K -386 -3%
P
634
&Partners
Tennessee
$239K +$2.32K +107 +1%
WW
635
Westshore Wealth
California
$239K – – –
LGG
636
Luts & Greenleigh Group
Maryland
$239K +$240K +11,090 New
PA
637
PFG Advisors
Arizona
$239K +$240K +11,086 New
NW
638
NewEdge Wealth
Pennsylvania
$238K +$19.8K +915 +9%
WIA
639
Westbourne Investment Advisors
Maryland
$238K -$78.6K -3,625 -25%
SEEDPG
640
S.E.E.D. Planning Group
New York
$237K – – –
DCM
641
Driehaus Capital Management
Illinois
$237K +$238K +10,970 New
BAM
642
Blueshift Asset Management
New Jersey
$235K -$387K -17,835 -62%
HBT
643
Heartland Bank & Trust
Illinois
$235K +$236K +10,881 New
BBHC
644
Brown Brothers Harriman & Co
New York
$234K -$9K -415 -4%
AAS
645
Ameritas Advisory Services
Nebraska
$233K +$235K +10,827 New
CHP
646
Cable Hill Partners
Oregon
$233K +$6.53K +301 +3%
VAS
647
Vestmark Advisory Solutions
Massachusetts
$233K +$14.4K +663 +7%
TI
648
Tidal Investments
Wisconsin
$231K +$11K +508 +5%
DF
649
DecisionPoint Financial
Arizona
$231K +$232K +10,708 New
OPS
650
Orion Portfolio Solutions
Nebraska
$229K +$230K +10,623 New
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