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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
RTL
751
Red Tortoise LLC
Georgia
$7.58K +$6.49K +391 New
APC
752
Aspire Private Capital
North Carolina
$7.46K -$1.34K -81 -17%
PMFA
753
Plante Moran Financial Advisors
Michigan
$7.44K – – –
PWA
754
Provenance Wealth Advisors
Florida
$7.38K – – –
LC
755
Lindbrook Capital
California
$7.36K -$7.25K -437 -53%
WB
756
Webster Bank
Connecticut
$6.45K – – –
JWA
757
JFS Wealth Advisors
Pennsylvania
$6.32K +$17 +1 +0.3%
AGWCA
758
Annis Gardner Whiting Capital Advisors
Florida
$6.04K – – –
BAM
759
Byrne Asset Management
New Jersey
$5.47K +$664 +40 +17%
LOIP
760
Live Oak Investment Partners
Texas
$5.33K – – –
CSWM
761
Cassady Schiller Wealth Management
Ohio
$4.57K – – –
LSA
762
Leonteq Securities AG
Switzerland
$4.55K +$3.9K +235 New
CIR
763
Clear Investment Research
Georgia
$4.5K +$3.85K +232 New
LPP
764
Life Planning Partners
Florida
$4.37K +$3.75K +226 New
BF
765
BOK Financial
Oklahoma
$4.26K +$299 +18 +9%
RWM
766
Ruedi Wealth Management
Illinois
$3.99K – – –
CPG
767
Custom Portfolio Group
Colorado
$3.92K +$3.32K +200 New
VL
768
Vima LLC
Michigan
$3.88K +$3.32K +200 New
HCM
769
Hollencrest Capital Management
California
$3.78K – – –
RCM
770
Raleigh Capital Management
North Carolina
$3.75K +$3.22K +194 New
OSNBOA
771
Old Second National Bank of Aurora
Illinois
$3.53K – – –
GA
772
GoalVest Advisory
New York
$3.49K +$2.99K +180 New
AWM
773
Abound Wealth Management
Tennessee
$3.47K -$365 -22 -11%
FRA
774
Frank Rimerman Advisors
California
$3.41K +$2.92K +176 New
SL
775
Salomon & Ludwin
Virginia
$3.32K – – –
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