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Regions Financial

Name Holding Trade Value Shares
Change
Change in
Stake
NHC
651
Nicholas Hoffman & Company
Georgia
$305K -$36.1K -1,462 -10%
CWP
652
Cyndeo Wealth Partners
Florida
$304K +$74 +3 +0%
GIP
653
Greatmark Investment Partners
Georgia
$303K -$15.4K -623 -5%
TG
654
TCW Group
California
$303K +$8.08K +327 +3%
HI
655
Horizon Investments
North Carolina
$302K +$3.36K +136 +1%
VI
656
Vestcor Inc
New Brunswick, Canada
$302K -$170K -6,870 -35%
KWA
657
Kingswood Wealth Advisors
California
$295K -$369K -14,924 -54%
CHP
658
Cable Hill Partners
Oregon
$295K
CCB
659
Country Club Bank
Missouri
$292K -$74K -2,995 -20%
BPA
660
Beacon Pointe Advisors
California
$292K -$92.2K -3,730 -23%
SIC
661
Sage Investment Counsel
Tennessee
$291K +$306K +12,389 New
WPC
662
Waters Parkerson & Co
Louisiana
$291K
CIBC Private Wealth Group
663
CIBC Private Wealth Group
Georgia
$290K -$34.5K -1,396 -10%
VC
664
Veracity Capital
Georgia
$289K -$593 -24 -0.2%
CFSG
665
Clark Financial Services Group
Missouri
$289K +$420 +17 +0.1%
ECM
666
Evergreen Capital Management
Washington
$288K +$76.4K +3,092 +34%
XPN
667
XY Planning Network
Montana
$280K +$295K +11,925 New
MCM
668
Mill Capital Management
North Carolina
$279K
CIA
669
Cape Investment Advisory
Georgia
$278K
STA
670
Summit Trail Advisors
New York
$278K +$288K +11,648 New
CGL
671
Clarius Group LLC
Washington
$277K
VFA
672
Valeo Financial Advisors
Indiana
$277K -$165K -6,692 -36%
FFG
673
Fortress Financial Group
Minnesota
$277K +$295K +11,947 New
OQS
674
Occudo Quantitative Strategies
Florida
$277K +$290K +11,756 New
SCA
675
Southern Capital Advisors
Tennessee
$276K +$99 +4 +0%