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Regions Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SRA
776
Secured Retirement Advisors
Minnesota
$213K +$210K +8,080 New
NHT
777
New Hampshire Trust
New Hampshire
$211K +$208K +8,002 New
RIM
778
Reliant Investment Management
Tennessee
$211K +$208K +8,000 New
MWM
779
Modera Wealth Management
New Jersey
$207K +$204K +7,860 New
AA
780
Argent Advisors
Louisiana
$205K +$202K +7,792 New
FFWA
781
Forthright Family Wealth Advisory
Texas
$205K +$202K +7,775 New
DF
782
DecisionPoint Financial
Arizona
$202K -$11.1K -429 -5%
PWC
783
PYA Waltman Capital
Tennessee
$202K +$199K +7,669 New
CWP
784
Cyndeo Wealth Partners
Florida
$201K -$111K -4,280 -36%
ZIM
785
Zacks Investment Management
Illinois
$201K +$198K +7,628 New
WPC
786
Wedmont Private Capital
Pennsylvania
$201K +$202K +7,793 New
HFM
787
Harvest Fund Management
China
$197K +$64.9K +2,498 +50%
RFS
788
Richardson Financial Services
Massachusetts
$195K +$46.2K +1,780 +32%
CI Investments Inc
789
CI Investments Inc
Ontario, Canada
$184K +$23.7K +911 +15%
PTC
790
Private Trust Company
Ohio
$182K +$17.4K +671 +11%
QL
791
Quarry LP
New York
$178K – – –
PWMG
792
Prestige Wealth Management Group
New Jersey
$168K – – –
ZBNA
793
Zions Bancorporation, National Association
Utah
$163K +$987 +38 +0.6%
AIM
794
Anchor Investment Management
South Carolina
$162K – – –
VT
795
Volterra Technologies
New York
$158K +$155K +5,980 New
NECFA
796
New England Capital Financial Advisors
Connecticut
$151K – – –
AAM
797
Advisors Asset Management
Colorado
$147K +$145K +5,572 New
Cohen & Steers
798
Cohen & Steers
New York
$145K – – –
MG
799
Mather Group
Illinois
$135K +$133K +5,114 New
GRP
800
Global Retirement Partners
California
$134K -$883 -34 -0.7%