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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
701
Bartlett & Co
Ohio
$40K +$42.2K +1,795 New
HFM
702
Harvest Fund Management
China
$36K – – –
ST
703
Smithfield Trust
Pennsylvania
$35K – – –
CCM
704
Covington Capital Management
California
$33K – – –
BWS
705
BCR Wealth Strategies
Alabama
$32K – – –
EW
706
Evoke Wealth
California
$30K +$3.77K +160 +13%
ACA
707
Atlas Capital Advisors
Wyoming
$29.9K – – –
DWA
708
Delos Wealth Advisors
Texas
$28K – – –
T
709
TCWP
Ohio
$28K +$29.7K +1,263 New
DC
710
DeDora Capital
California
$27K +$28.1K +1,195 New
RTC
711
Riverview Trust Company
Washington
$27K +$28.5K +1,211 New
BFC
712
Bedel Financial Consulting
Indiana
$25K +$141 +6 +0.5%
MCC
713
Money Concepts Capital
Florida
$25K +$26.9K +1,144 New
APC
714
Aspire Private Capital
North Carolina
$24K -$11.3K -479 -30%
HCP
715
Hexagon Capital Partners
Arkansas
$24K – – –
DHGWA
716
Dixon Hughes Goodman Wealth Advisors
North Carolina
$24K +$25.4K +1,080 +27,000%
GRP
717
Global Retirement Partners
California
$24K +$27.5K +1,168 New
AFS
718
Annapolis Financial Services
Maryland
$22K – – –
BCM
719
Bourgeon Capital Management
Connecticut
$22K – – –
CHC
720
City Holding Co
West Virginia
$22K – – –
MSFP
721
Mark Sheptoff Financial Planning
Connecticut
$22K – – –
SWM
722
Sugarloaf Wealth Management
Georgia
$22K – – –
WB
723
West Bancorporation
Iowa
$22K – – –
CFN
724
Cordasco Financial Network
Florida
$20K – – –
JWM
725
Janiczek Wealth Management
Colorado
$19K +$18.3K +777 +1,388%
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