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Regions Financial

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
651
Beacon Pointe Advisors
California
$292K -$9.95K -470 -4%
CFSG
652
Clark Financial Services Group
Missouri
$290K – – –
MIM
653
Morningstar Investment Management
Illinois
$287K +$38.4K +1,812 +17%
HCPC
654
Hamilton Capital Partners (Canada)
$287K +$82.9K +3,916 +47%
CCB
655
Country Club Bank
Missouri
$287K -$3.92K -185 -1%
FFG
656
Fortress Financial Group
Minnesota
$283K +$2.94K +139 +1%
CWP
657
Cyndeo Wealth Partners
Florida
$280K -$21.3K -1,005 -8%
MCM
658
Mill Capital Management
North Carolina
$279K – – –
CIA
659
Cape Investment Advisory
Georgia
$278K – – –
EC
660
EntryPoint Capital
New York
$277K +$29.3K +1,384 +13%
KWM
661
Kingsview Wealth Management
Oregon
$275K +$21.9K +1,033 +10%
Federated Hermes
662
Federated Hermes
Pennsylvania
$275K +$111K +5,233 +81%
GJWM
663
Gilliland Jeter Wealth Management
Arkansas
$273K +$254 +12 +0.1%
MPM
664
MBB Public Markets
Illinois
$271K -$57.1K -2,696 -19%
AAM
665
Augustine Asset Management
Florida
$270K -$29.6K -1,399 -11%
ALC
666
Alexander Labrunerie & Co
Missouri
$269K – – –
LA
667
LVW Advisors
New York
$268K +$241K +11,398 New
IWM
668
Iams Wealth Management
Nebraska
$267K +$241K +11,363 New
P
669
Pitcairn
Pennsylvania
$265K -$50.4K -2,382 -17%
LF
670
Lansforsakringar Fondforvaltning
Sweden
$262K – – –
BWM
671
BankPlus Wealth Management
Mississippi
$261K +$2.46K +116 +1%
VC
672
Veracity Capital
Georgia
$261K -$25.3K -1,193 -10%
NS
673
NBC Securities
Alabama
$261K -$869K -41,050 -79%
LGG
674
Luts & Greenleigh Group
Maryland
$261K -$423 -20 -0.2%
BTI
675
Blue Trust Inc
Georgia
$260K +$30.8K +1,454 +15%