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Regions Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
776
CVA Family Office
Colorado
$1.68K – – –
RCM
777
Raleigh Capital Management
North Carolina
$1.58K -$2.25K -119 -61%
CT
778
Caldwell Trust
Florida
$1.49K +$1.34K +71 New
HWM
779
HighMark Wealth Management
Minnesota
$1.47K +$1.32K +70 New
GFPC
780
Global Financial Private Client
Florida
$1.46K +$1.34K +71 New
A
781
AlphaQuest
New York
$1.45K +$1.3K +69 New
MSG
782
Main Street Group
Virginia
$1.35K +$1.21K +64 New
PIM
783
Plato Investment Management
Australia
$1.14K – – –
FMTCOCP
784
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K +$813 +43 New
VNA
785
Valley National Advisers
Pennsylvania
$1K +$1.14K +60 New
CAM
786
ClariVest Asset Management
California
$807 – – –
NL
787
NVWM LLC
Pennsylvania
$786 +$700 +37 New
Kayne Anderson Rudnick Investment Management
788
Kayne Anderson Rudnick Investment Management
California
$568 – – –
TWP
789
TFO Wealth Partners
Ohio
$379 – – –
FGAM
790
Financial Gravity Asset Management
Texas
$365 – – –
CJ
791
Caitlin John
Michigan
$362 -$76 -4 -19%
PCMC
792
Planning Capital Management Corporation
Pennsylvania
$337 +$303 +16 New
CPG
793
Cornerstone Planning Group
New Jersey
$278 +$265 +14 New
MCM
794
Manchester Capital Management
Vermont
$253 -$548 -29 -71%
MIM
795
Macroview Investment Management
Maryland
$253 – – –
VWA
796
Valued Wealth Advisors
Utah
$149 -$76 -4 -36%
WA
797
WestEnd Advisors
North Carolina
$84 +$76 +4 New
DWM
798
Dogwood Wealth Management
Kansas
$2 – – –
SCM
799
Shapiro Capital Management
Georgia
– -$42.7M -2,203,828 Closed
AFWM
800
AMJ Financial Wealth Management
Virginia
– -$4.91M -253,112 Closed