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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
ETH
751
Exos TFP Holdings
New York
$49.3K +$49.6K +2,288 New
CAS
752
Coppell Advisory Solutions
Texas
$49.1K +$49.4K +2,279 New
CASC
753
Coppell Advisory Solutions Corp
Texas
$49.1K +$49.4K +2,279 New
DMBA
754
Deseret Mutual Benefit Administrators
Utah
$47.9K -$40.4K -1,865 -46%
TWA
755
TCI Wealth Advisors
Arizona
$47.8K +$22 +1 +0%
VCM
756
Versant Capital Management
Arizona
$46.3K +$2.71K +125 +6%
WPWM
757
Western Pacific Wealth Management
Illinois
$46.3K +$21.9K +1,009 +89%
AF
758
Allworth Financial
California
$45.5K -$87.7K -4,045 -66%
BAAM
759
Baker Avenue Asset Management
California
$45K +$45.2K +2,086 New
RDIA
760
RE Dickinson Investment Advisors
Iowa
$44K +$43.9K +2,026 New
GCM
761
Gables Capital Management
Florida
$43.1K – – –
MSCM
762
McElhenny Sheffield Capital Management
Texas
$43.1K +$43.4K +2,000 New
BAM
763
Baldrige Asset Management
Pennsylvania
$43K – – –
BIA
764
Bell Investment Advisors
California
$42.1K +$9.8K +452 +30%
HI
765
Harbour Investments
Wisconsin
$40.8K +$36K +1,659 +715%
BCWM
766
Bartlett & Co Wealth Management
Ohio
$39.1K – – –
BC
767
Bartlett & Co
Ohio
$39K – – –
LC
768
Lindbrook Capital
California
$34.4K +$1.06K +49 +3%
ST
769
Smithfield Trust
Pennsylvania
$33K – – –
MA
770
MCF Advisors
Kentucky
$28.4K +$27.3K +1,260 +2,211%
GRP
771
Global Retirement Partners
California
$27.6K – – –
DWA
772
Delos Wealth Advisors
Texas
$26.9K – – –
RFG
773
RFP Financial Group
Georgia
$24.1K +$24.2K +1,118 New
MUMSS
774
Mitsubishi UFJ Morgan Stanley Securities
Japan
$22K +$22.6K +1,040 New
SWM
775
Sugarloaf Wealth Management
Georgia
$21.6K -$142K -6,552 -87%
29 30
31
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