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Regions Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CAC
651
Certified Advisory Corp
Florida
$41K +$38.9K +1,990 New
LWM
652
Liberty Wealth Management
California
$40K
CIA
653
CSat Investment Advisory
Michigan
$37K -$14.2K -728 -29%
MSFP
654
Mark Sheptoff Financial Planning
Connecticut
$37K -$13.7K -700 -28%
AS
655
Altshuler Shaham
Israel
$37K +$35K +1,789 New
ACM
656
Allred Capital Management
Texas
$35.9K +$34K +1,738 New
Loomis, Sayles & Company
657
Loomis, Sayles & Company
Massachusetts
$35K -$24.8K -1,271 -43%
CCM
658
Covington Capital Management
California
$35K
TWA
659
TCI Wealth Advisors
Arizona
$33K +$4.79K +245 +18%
MS
660
Maven Securities
Jersey
$33K +$31.2K +1,598 New
HFM
661
Harvest Fund Management
China
$33K +$32K +1,635 New
EW
662
Evoke Wealth
California
$32K +$5.04K +258 +20%
ST
663
Smithfield Trust
Pennsylvania
$31K
PFBT
664
Parkside Financial Bank & Trust
Missouri
$31K +$352 +18 +1%
DA
665
Denali Advisors
California
$29K +$27.4K +1,400 New
LC
666
Lindbrook Capital
California
$27K
TFO
667
Tarbox Family Office
California
$27K
CWP
668
Concord Wealth Partners
Virginia
$27K +$24.4K +1,246 +1,538%
BHWM
669
Bay Harbor Wealth Management
Maryland
$26K -$36.4K -1,862 -60%
RIA
670
RPG Investment Advisory
California
$25K
IPW
671
IronBridge Private Wealth
Texas
$25K +$235 +12 +1%
CI
672
CX Institutional
Indiana
$25K +$3.69K +189 +18%
PMFA
673
Plante Moran Financial Advisors
Michigan
$25K +$24K +1,227 New
RWG
674
Regal Wealth Group
California
$24K +$22.5K +1,149 New
MWC
675
MBM Wealth Consultants
Missouri
$24K +$23.1K +1,180 New