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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
751
Asset Dedication LLC
California
$10.4K +$10.1K +520 New
MAM
752
Meeder Asset Management
Ohio
$10.3K +$1.18K +61 +13%
ME
753
McIlrath & Eck
Washington
$10.1K – – –
BLC
754
Brown, Lisle/Cummings
Rhode Island
$10K – – –
CA
755
Crewe Advisors
Utah
$9.86K – – –
PFA
756
Pathway Financial Advisers
Indiana
$9.81K +$136 +7 +1%
GKIM
757
GW&K Investment Management
Massachusetts
$9K +$601 +31 +7%
PCA
758
Providence Capital Advisors
North Carolina
$7.92K +$7.66K +395 New
RTL
759
Red Tortoise LLC
Georgia
$7.84K – – –
APC
760
Aspire Private Capital
North Carolina
$7.71K – – –
PMFA
761
Plante Moran Financial Advisors
Michigan
$7.7K – – –
JWA
762
JFS Wealth Advisors
Pennsylvania
$7.28K -$679 -35 -9%
HIA
763
Harbor Investment Advisory
Maryland
$6.85K -$7.1K -366 -52%
AGWCA
764
Annis Gardner Whiting Capital Advisors
Florida
$6.25K – – –
FW
765
Fairway Wealth
Ohio
$6.23K +$6.03K +311 New
WAM
766
WFA Asset Management
Wisconsin
$6.01K -$5.82K -300 -50%
LOIP
767
Live Oak Investment Partners
Texas
$5.51K – – –
GG
768
Gleason Group
Kentucky
$5.41K +$5.24K +270 New
RWM
769
Ruedi Wealth Management
Illinois
$4.93K +$776 +40 +19%
TWP
770
Triad Wealth Partners
Kansas
$4.75K +$4.6K +237 New
CSWM
771
Cassady Schiller Wealth Management
Ohio
$4.73K – – –
CFO
772
CVA Family Office
Colorado
$4.59K +$2.89K +149 +186%
TFM
773
TFC Financial Management
Massachusetts
$4.37K +$175 +9 +4%
CPG
774
Custom Portfolio Group
Colorado
$4.06K – – –
BF
775
BOK Financial
Oklahoma
$4.05K – – –
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