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Regions Financial

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
776
Accurate Wealth Management
Florida
$236K +$239K +8,549 New
CA
777
Continuum Advisory
Idaho
$236K
BPAMU
778
BTG Pactual Asset Management US
New York
$235K +$252K +9,012 New
ACM
779
Advisors Capital Management
New Jersey
$235K +$6.84K +245 +3%
SWM
780
Sandro Wealth Management
New Jersey
$234K +$31K +1,109 +14%
SGCA
781
Steel Grove Capital Advisors
Tennessee
$234K +$307 +11 +0.1%
PDL
782
Portfolio Design Labs
California
$233K +$249K +8,902 New
MIM
783
Montgomery Investment Management
Maryland
$232K +$140 +5 +0.1%
PAM
784
Panagora Asset Management
Massachusetts
$231K -$8.88M -317,947 -97%
TBA
785
Tower Bridge Advisors
Pennsylvania
$230K
CA
786
Carson Advisory
Georgia
$230K -$698 -25 -0.3%
BS
787
Banco Santander
Spain
$228K
QC
788
Quent Capital
New York
$225K -$5.84K -209 -2%
GM
789
GeoWealth Management
Illinois
$225K +$240K +8,598 New
EA
790
Everpar Advisors
Oklahoma
$224K +$240K +8,587 New
DE
791
Diversified Enterprises
Delaware
$223K +$642 +23 +0.3%
MMA
792
Miracle Mile Advisors
California
$222K +$12.4K +444 +6%
CAM
793
Cidel Asset Management
Ontario, Canada
$222K +$237K +8,483 New
IJWM
794
Inman Jager Wealth Management
Mississippi
$221K +$236K +8,445 New
JF
795
Jump Financial
Illinois
$220K -$1.5M -53,740 -86%
SCTC
796
Sanibel Captiva Trust Company
Florida
$220K
WT
797
Whittier Trust
California
$220K +$20.4K +729 +10%
KCP
798
Kera Capital Partners
California
$219K +$5.89K +211 +3%
OA
799
Oasis Advisors
Iowa
$218K +$233K +8,360 New
Federated Hermes
800
Federated Hermes
Pennsylvania
$218K +$71.3K +2,554 +44%