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Regions Financial

Name Holding Trade Value Shares
Change
Change in
Stake
AW
651
Alpha Windward
Massachusetts
$6K +$5.32K +500 New
CFD
652
Creative Financial Designs
Indiana
$6K +$5.79K +544 New
CCA
653
Column Capital Advisors
Indiana
$5K – – –
ME
654
McIlrath & Eck
Washington
$5K – – –
PA
655
Procyon Advisors
Connecticut
$5K +$947 +89 +25%
PFGIA
656
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$3.59K +337 +315%
EWA
657
Evolution Wealth Advisors
Florida
$5K +$4.61K +433 New
GWS
658
Glassman Wealth Services
Virginia
$4K +$298 +28 +9%
HIA
659
Harbor Investment Advisory
Maryland
$4K +$3.46K +325 New
MDCM
660
Morgan Dempsey Capital Management
Wisconsin
$4K +$3.71K +349 New
SL
661
Savior LLC
Massachusetts
$3K -$1.32K -124 -31%
CA
662
Crewe Advisors
Utah
$3K – – –
M
663
MOTCO
Texas
$3K – – –
THWM
664
Taylor Hoffman Wealth Management
Virginia
$3K +$2.76K +259 New
RWM
665
Raffa Wealth Management
District of Columbia
$2.69K – – –
CI
666
CX Institutional
Indiana
$2K -$3.53K -332 -62%
EIP
667
Ellis Investment Partners
Pennsylvania
$2K – – –
SWM
668
Selective Wealth Management
Virginia
$2K – – –
TFGT
669
TS Financial Group (TSFG)
Illinois
$2K – – –
BWM
670
Baystate Wealth Management
Massachusetts
$2K +$21 +2 +1%
SFSIG
671
San Francisco Sentry Investment Group
California
$2K +$255 +24 +14%
RWA
672
Ropes Wealth Advisors
Massachusetts
$2K +$2.09K +196 New
ST
673
Smithfield Trust
Pennsylvania
$2K +$2.23K +210 New
BFIM
674
Beese Fulmer Investment Management
Ohio
$2K +$2.27K +213 New
BWA
675
BDO Wealth Advisors
Florida
$1K – – –