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Regions Financial

Name Holding Trade Value Shares
Change
Change in
Stake
HA
676
Herold Advisors
New York
$77.9K +$82.4K +3,500 New
TFO
677
Tarbox Family Office
California
$74K – – –
GWM
678
Geneos Wealth Management
Colorado
$74K +$4.89K +208 +7%
CP
679
Castleview Partners
Texas
$73K +$77.2K +3,280 New
APA
680
American Portfolios Advisors
New York
$71.6K -$95.2K -4,046 -56%
UFF
681
USA Financial Formulas
Michigan
$71K +$74.2K +3,153 +15,014%
WT
682
Whittier Trust
California
$70K +$1.18K +50 +2%
MWC
683
MBM Wealth Consultants
Missouri
$69K +$22.1K +940 +43%
CWC
684
Carolinas Wealth Consulting
North Carolina
$59K -$3.79K -161 -6%
MPWT
685
MassMutual Private Wealth & Trust
Connecticut
$59K +$729 +31 +1%
DZ Bank
686
DZ Bank
Germany
$56.8K -$60.1K -2,553 -50%
PFBT
687
Parkside Financial Bank & Trust
Missouri
$56K +$17.3K +737 +42%
CFO
688
CVA Family Office
Colorado
$55K +$46.8K +1,990 +419%
CWM
689
Curi Wealth Management
North Carolina
$50K +$52.3K +2,223 +5,558%
Acadian Asset Management
690
Acadian Asset Management
Massachusetts
$49K – – –
VCM
691
Versant Capital Management
Arizona
$48K – – –
AAP
692
Arax Advisory Partners
Colorado
$48K +$24.2K +1,028 +90%
AA
693
Ancora Advisors
Ohio
$47K – – –
LC
694
Lindbrook Capital
California
$47K +$14.2K +603 +40%
GCM
695
Gables Capital Management
Florida
$45K – – –
SSG
696
Summit Securities Group
New York
$44K -$622K -26,414 -93%
BAM
697
Baldrige Asset Management
Pennsylvania
$44K – – –
TWA
698
TCI Wealth Advisors
Arizona
$44K +$118 +5 +0.3%
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