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Regions Financial

Name Holding Trade Value Shares
Change
Change in
Stake
DF
651
DecisionPoint Financial
Arizona
$231K +$232K +10,708 New
OPS
652
Orion Portfolio Solutions
Nebraska
$229K +$230K +10,623 New
TAM
653
Trust Asset Management
Texas
$227K – – –
MIM
654
Marco Investment Management
Georgia
$227K – – –
MWM
655
Mattern Wealth Management
Kansas
$227K – – –
MCM
656
Mendel Capital Management
Arkansas
$225K – – –
HW
657
Hedeker Wealth
Illinois
$225K -$12K -555 -5%
FTDI
658
First Trust Direct Indexing
Massachusetts
$224K -$2.62K -121 -1%
FMAEN1
659
Fund Management at Engine No 1
California
$222K +$223K +10,288 New
BIP
660
Blueprint Investment Partners
North Carolina
$222K +$12.6K +583 +6%
CCA
661
Cobblestone Capital Advisors
New York
$221K -$16.3K -750 -7%
IA
662
IFP Advisors
Florida
$220K +$39K +1,797 +7%
SIC
663
Salem Investment Counselors
North Carolina
$220K – – –
SS
664
Simplicity Solutions
Minnesota
$219K +$220K +10,138 New
Balyasny Asset Management
665
Balyasny Asset Management
Illinois
$218K -$322K -14,844 -59%
GAA
666
Global Assets Advisory
Florida
$217K -$9.67K -446 -4%
IA
667
IFG Advisors
Missouri
$217K – – –
AWM
668
Arista Wealth Management
Nevada
$216K +$217K +10,000 New
Jones Financial Companies
669
Jones Financial Companies
Missouri
$211K +$17.4K +804 +9%
EP
670
Edgestream Partners
New Jersey
$210K +$211K +9,729 New
PFS
671
Prospera Financial Services
Texas
$209K -$138K -6,362 -40%
KIG
672
Kessler Investment Group
Indiana
$209K +$2.82K +130 +1%
KeyBank National Association
673
KeyBank National Association
Ohio
$207K +$208K +9,601 New
FHA
674
Flagship Harbor Advisors
Massachusetts
$206K -$119K -5,478 -36%
ASN
675
Advisory Services Network
Georgia
$205K +$206K +9,489 New