We are live on ! Find out more
RF icon

Regions Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PA
651
Parallel Advisors
California
$95K +$19.4K +895 +24%
FI
652
FormulaFolio Investments
Michigan
$89K – – –
HCM
653
Highlander Capital Management
New Jersey
$81K – – –
Jones Financial Companies
654
Jones Financial Companies
Missouri
$81K +$7.81K +361 +10%
DAC
655
Dividend Assets Capital
South Carolina
$72K – – –
TFO
656
Tarbox Family Office
California
$67K +$43.3K +2,000 +151%
CP
657
Castleview Partners
Texas
$66K +$70.9K +3,280 New
IFAM
658
Institutional & Family Asset Management
Colorado
$63K +$67.3K +3,114 New
WT
659
Whittier Trust
California
$62K – – –
PO
660
Private Ocean
California
$61K – – –
AIM
661
Anchor Investment Management
South Carolina
$60.4K – – –
CWC
662
Carolinas Wealth Consulting
North Carolina
$57K -$4.67K -216 -7%
MPWT
663
MassMutual Private Wealth & Trust
Connecticut
$57K +$2.75K +127 +5%
LAS
664
Lloyd Advisory Services
Georgia
$53K -$26.2K -1,211 -32%
DZ Bank
665
DZ Bank
Germany
$51.5K – – –
VCM
666
Versant Capital Management
Arizona
$45K -$887 -41 -2%
APC
667
Aspire Private Capital
North Carolina
$43K -$73.7K -3,407 -62%
AFS
668
Annapolis Financial Services
Maryland
$40K – – –
GCM
669
Gables Capital Management
Florida
$40K – – –
BAM
670
Baldrige Asset Management
Pennsylvania
$40K +$42.7K +1,974 New
MA
671
Modus Advisors
Minnesota
$38K +$41K +1,898 New
T
672
TOBAM
France
$36K -$43.3K -2,004 -53%
SGAM
673
Smith Group Asset Management
Texas
$34K -$7.44K -344 -17%
CCM
674
Covington Capital Management
California
$34K – – –
TWA
675
TCI Wealth Advisors
Arizona
$34K +$1.58K +73 +5%