We are live on ! Find out more
RF icon

Regions Financial

Name Holding Trade Value Shares
Change
Change in
Stake
IGWM
701
ICA Group Wealth Management
Colorado
$45.7K – – –
GFWA
702
Grey Fox Wealth Advisors
Delaware
$45.4K +$41.2K +1,894 +348%
IA
703
IFP Advisors
Florida
$43.3K -$471K -21,615 -77%
AF
704
Allworth Financial
California
$42.3K +$3.66K +168 +8%
CWC
705
Carolinas Wealth Consulting
North Carolina
$41.7K -$4.92K -226 -9%
DMBA
706
Deseret Mutual Benefit Administrators
Utah
$41.3K – – –
TWA
707
TCI Wealth Advisors
Arizona
$40.1K -$1.24K -57 -3%
VCM
708
Versant Capital Management
Arizona
$39.8K – – –
Fisher Asset Management
709
Fisher Asset Management
Washington
$39.1K +$45.5K +2,088 New
RDIA
710
RE Dickinson Investment Advisors
Iowa
$38K – – –
GCM
711
Gables Capital Management
Florida
$37.1K – – –
BAM
712
Baldrige Asset Management
Pennsylvania
$37K – – –
POIA
713
Pin Oak Investment Advisors
Texas
$36K +$41.8K +1,918 New
SSG
714
Summit Securities Group
New York
$34K -$297K -13,638 -88%
BC
715
Bartlett & Co
Ohio
$34K – – –
BCWM
716
Bartlett & Co Wealth Management
Ohio
$33.7K – – –
CSPIA
717
Cary Street Partners Investment Advisory
Virginia
$30.3K -$77K -3,537 -68%
BIA
718
Bell Investment Advisors
California
$29.9K -$7.42K -341 -17%
ST
719
Smithfield Trust
Pennsylvania
$29K – – –
SWM
720
Spire Wealth Management
Virginia
$28.4K +$25.1K +1,153 +307%
CFB
721
Cullen/Frost Bankers
Texas
$28.2K +$20.8K +955 +169%
BAAM
722
Baker Avenue Asset Management
California
$27.4K -$13.2K -607 -29%
HS
723
Horan Securities
United States
$27.2K +$31.9K +1,466 New
SWA
724
Sutton Wealth Advisors
Florida
$27K -$211K -9,671 -87%
Loomis, Sayles & Company
725
Loomis, Sayles & Company
Massachusetts
$27K +$18.3K +841 +143%