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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
776
Root Financial Partners
California
$237K -$2.04K -73 -0.8%
PCMC
777
Paragon Capital Management (Colorado)
Colorado
$237K -$11K -395 -4%
AWM
778
Accurate Wealth Management
Florida
$236K +$239K +8,549 New
CA
779
Continuum Advisory
Idaho
$236K – – –
BPAMU
780
BTG Pactual Asset Management US
New York
$235K +$252K +9,012 New
ACM
781
Advisors Capital Management
New Jersey
$235K +$6.84K +245 +3%
SWM
782
Sandro Wealth Management
New Jersey
$234K +$31K +1,109 +14%
SGCA
783
Steel Grove Capital Advisors
Tennessee
$234K +$307 +11 +0.1%
PDL
784
Portfolio Design Labs
California
$233K +$249K +8,902 New
MIM
785
Montgomery Investment Management
Maryland
$232K +$140 +5 +0.1%
PAM
786
Panagora Asset Management
Massachusetts
$231K -$8.88M -317,947 -97%
TBA
787
Tower Bridge Advisors
Pennsylvania
$230K – – –
CA
788
Carson Advisory
Georgia
$230K -$698 -25 -0.3%
BS
789
Banco Santander
Spain
$228K – – –
QC
790
Quent Capital
New York
$225K -$5.84K -209 -2%
GM
791
GeoWealth Management
Illinois
$225K +$240K +8,598 New
EA
792
Everpar Advisors
Oklahoma
$224K +$240K +8,587 New
DE
793
Diversified Enterprises
Delaware
$223K +$642 +23 +0.3%
MMA
794
Miracle Mile Advisors
California
$222K +$12.4K +444 +6%
CAM
795
Cidel Asset Management
Ontario, Canada
$222K +$237K +8,483 New
IJWM
796
Inman Jager Wealth Management
Mississippi
$221K +$236K +8,445 New
JF
797
Jump Financial
Illinois
$220K -$1.5M -53,740 -86%
SCTC
798
Sanibel Captiva Trust Company
Florida
$220K – – –
WT
799
Whittier Trust
California
$220K +$20.4K +729 +10%
KCP
800
Kera Capital Partners
California
$219K +$5.89K +211 +3%
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