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Regions Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PIM
751
Plato Investment Management
Australia
$187K +$195K +7,885 +14,602%
SAM
752
Smartleaf Asset Management
Massachusetts
$184K +$35.3K +1,428 +22%
PS
753
Principal Securities
Iowa
$181K +$48.5K +1,964 +34%
BIG
754
Brooklyn Investment Group
New York
$171K -$4.47K -181 -2%
PTC
755
Private Trust Company
Ohio
$165K +$17K +689 +11%
PCM
756
Penserra Capital Management
California
$153K +$53.6K +2,171 +49%
PWMG
757
Prestige Wealth Management Group
New Jersey
$150K – – –
CI Investments Inc
758
CI Investments Inc
Ontario, Canada
$147K +$48.1K +1,948 +45%
NECFA
759
New England Capital Financial Advisors
Connecticut
$147K – – –
AIM
760
Anchor Investment Management
South Carolina
$145K – – –
FHA
761
First Horizon Advisors
Tennessee
$144K -$7.04K -285 -4%
QCG
762
Quadrant Capital Group
Ohio
$143K – – –
VFM
763
Viking Fund Management
North Dakota
$141K +$74.1K +3,000 +100%
Acadian Asset Management
764
Acadian Asset Management
Massachusetts
$137K +$144K +5,836 New
RFS
765
Richardson Financial Services
Massachusetts
$133K -$7.17K -290 -5%
CIAM
766
Caitong International Asset Management
Hong Kong
$132K +$139K +5,612 New
Federated Hermes
767
Federated Hermes
Pennsylvania
$131K +$3.26K +132 +2%
GAM
768
Generali Asset Management
Italy
$130K +$137K +5,532 New
HT
769
Headlands Technologies
Illinois
$128K +$135K +5,447 New
GWM
770
Geneos Wealth Management
Colorado
$128K -$67.1K -2,715 -33%
GRP
771
Global Retirement Partners
California
$125K -$41.8K -1,691 -24%
MG
772
Mather Group
Illinois
$123K +$30.7K +1,241 +31%
PA
773
Parallel Advisors
California
$119K +$4.92K +199 +4%
HFM
774
Hartford Financial Management
Connecticut
$118K – – –
GCM
775
GKV Capital Management
California
$118K +$124K +5,000 New