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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
751
Lee Financial
Texas
$5.14K – – –
MHR
752
Matthew Hamilton Rosenberg
$4.83K -$4.64K -245 -47%
LOIP
753
Live Oak Investment Partners
Texas
$4.73K – – –
PP
754
Paloma Partners
Connecticut
$4.21K +$4.64K +245 New
CSWM
755
Cassady Schiller Wealth Management
Ohio
$4.06K – – –
CA
756
Crewe Advisors
Utah
$4.01K – – –
BAM
757
Byrne Asset Management
New Jersey
$4K -$758 -40 -14%
RWM
758
Ruedi Wealth Management
Illinois
$3.54K – – –
AWM
759
Abound Wealth Management
Tennessee
$3.46K +$189 +10 +5%
BWP
760
Baldwin Wealth Partners
Massachusetts
$3.44K +$3.79K +200 New
HCM
761
Hollencrest Capital Management
California
$3.35K – – –
CCP
762
Carmel Capital Partners
California
$3.32K +$3.66K +193 New
SL
763
Salomon & Ludwin
Virginia
$3.32K +$3.66K +193 New
OSNBOA
764
Old Second National Bank of Aurora
Illinois
$3.13K – – –
CMP
765
Coston McIsaac & Partners
Maine
$3K – – –
TWM
766
Tradition Wealth Management
Minnesota
$3K – – –
VNA
767
Valley National Advisers
Pennsylvania
$3K +$1.33K +70 +88%
BF
768
BOK Financial
Oklahoma
$2.94K -$7.82K -413 -67%
CCA
769
Column Capital Advisors
Indiana
$2.75K -$511 -27 -14%
BWM
770
Baystate Wealth Management
Massachusetts
$2.74K +$38 +2 +1%
CT
771
Caldwell Trust
Florida
$2.63K – – –
TFA
772
Toth Financial Advisory
Virginia
$2.32K +$2.56K +135 New
OP
773
ORG Partners
Indiana
$2.29K – – –
ACA
774
Atlas Capital Advisors
Wyoming
$2.22K – – –
RWM
775
Raffa Wealth Management
District of Columbia
$2.08K – – –
29 30
31
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