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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
701
Gitterman Wealth Management
New Jersey
$227K +$243K +10,433 New
BW
702
BXM Wealth
Colorado
$227K -$7.57K -325 -3%
SFM
703
Signet Financial Management
New Jersey
$226K -$16.3K -701 -6%
EC
704
EntryPoint Capital
New York
$226K +$242K +10,403 New
MIM
705
Morningstar Investment Management
Illinois
$226K -$31.6K -1,358 -12%
NPI
706
New Perspectives Inc
Mississippi
$223K – – –
CCA
707
Cobblestone Capital Advisors
New York
$223K – – –
EWM
708
Empirical Wealth Management
Washington
$220K -$119K -5,103 -34%
IA
709
IFG Advisors
Missouri
$219K – – –
AWM
710
Arista Wealth Management
Nevada
$217K – – –
ECM
711
Evergreen Capital Management
Washington
$217K -$53.5K -2,296 -19%
MYLI
712
Meiji Yasuda Life Insurance
Japan
$216K +$231K +9,933 New
CF
713
Centaurus Financial
California
$214K +$23 +1 +0%
FTWA
714
Fifth Third Wealth Advisors
Ohio
$213K +$2.98K +128 +1%
MCA
715
Millennium Capital Advisors
Arkansas
$211K +$6.08K +261 +3%
FHA
716
Flagship Harbor Advisors
Massachusetts
$210K +$140 +6 +0.1%
NAAA
717
New Age Alpha Advisors
New York
$209K +$224K +9,628 New
BTI
718
Blue Trust Inc
Georgia
$209K +$18.1K +777 +9%
MAM
719
Mainsail Asset Management
Alabama
$209K – – –
FA
720
Faithward Advisors
Pennsylvania
$208K -$466 -20 -0.2%
FIC
721
FCG Investment Company
Tennessee
$206K +$220K +9,459 New
GPA
722
Guerra Pan Advisors
New Jersey
$205K – – –
GHA
723
GW Henssler & Associates
Georgia
$205K +$220K +9,434 New
MCWA
724
Meadow Creek Wealth Advisors
Georgia
$204K – – –
CI
725
Cigna Investments
Connecticut
$202K -$4.66K -200 -2%
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