We are live on ! Find out more
RF icon

Regions Financial

Name Holding Trade Value Shares
Change
Change in
Stake
TFO
676
Tarbox Family Office
California
$74K
GWM
677
Geneos Wealth Management
Colorado
$74K +$4.89K +208 +7%
CP
678
Castleview Partners
Texas
$73K -$1.61M -68,224 -95%
APA
679
American Portfolios Advisors
New York
$71.6K -$95.2K -4,046 -56%
UFF
680
USA Financial Formulas
Michigan
$71K +$74.2K +3,153 +15,014%
WT
681
Whittier Trust
California
$70K +$1.18K +50 +2%
MWC
682
MBM Wealth Consultants
Missouri
$69K +$22.1K +940 +43%
CWC
683
Carolinas Wealth Consulting
North Carolina
$59K -$3.79K -161 -6%
MPWT
684
MassMutual Private Wealth & Trust
Connecticut
$59K +$729 +31 +1%
DZ Bank
685
DZ Bank
Germany
$56.8K
PFBT
686
Parkside Financial Bank & Trust
Missouri
$56K +$17.3K +737 +42%
CFO
687
CVA Family Office
Colorado
$55K +$46.8K +1,990 +419%
CWM
688
Curi Wealth Management
North Carolina
$50K +$52.3K +2,223 +5,558%
Acadian Asset Management
689
Acadian Asset Management
Massachusetts
$49K
VCM
690
Versant Capital Management
Arizona
$48K
AAP
691
Arax Advisory Partners
Colorado
$48K +$24.2K +1,028 +90%
AA
692
Ancora Advisors
Ohio
$47K
LC
693
Lindbrook Capital
California
$47K +$14.2K +603 +40%
GCM
694
Gables Capital Management
Florida
$45K
SSG
695
Summit Securities Group
New York
$44K -$622K -26,414 -93%
BAM
696
Baldrige Asset Management
Pennsylvania
$44K
TWA
697
TCI Wealth Advisors
Arizona
$44K +$118 +5 +0.3%
Macquarie Group
698
Macquarie Group
Australia
$43.8K -$2.08M -88,588 -4%
SGAM
699
Smith Group Asset Management
Texas
$42K -$2.66K -113 -6%
BCWM
700
Bartlett & Co Wealth Management
Ohio
$40.3K +$42.2K +1,795 New