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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
SHWM
801
Smith & Howard Wealth Management
Georgia
$248K – – –
SW
802
Simplicity Wealth
New Jersey
$248K +$231K +8,221 New
KMWM
803
Keudell/Morrison Wealth Management
Oregon
$248K +$231K +8,218 New
XWL
804
XXI Wealth LLC
Illinois
$247K +$6.01K +214 +3%
QC
805
Quent Capital
New York
$247K -$11.8K -420 -5%
QWM
806
Quadcap Wealth Management
Texas
$246K +$229K +8,154 New
BW
807
Blalock Williams
Alabama
$245K +$337 +12 +0.1%
KA
808
Kovack Advisors
Florida
$245K +$84 +3 +0%
FIA
809
Foundations Investment Advisors
Arizona
$244K -$46.1K -1,641 -17%
MCWA
810
Meadow Creek Wealth Advisors
Georgia
$244K -$36.5K -1,300 -14%
HFS
811
Howard Financial Services
Texas
$243K -$2.39K -85 -1%
NWM
812
Navigate Wealth Management
Alabama
$243K +$215K +7,666 New
BCM
813
Brookstone Capital Management
Illinois
$243K +$225K +8,033 New
RIM
814
Reliant Investment Management
Tennessee
$242K – – –
WT
815
Whittier Trust
California
$241K -$9.12K -325 -4%
BFW
816
Brady Family Wealth
Missouri
$240K -$337 -12 -0.2%
CWP
817
Cyndeo Wealth Partners
Florida
$239K +$222K +7,915 New
UBP
818
Union Bancaire Privee
Switzerland
$239K -$15.8M -564,220 -98%
AF
819
Advisornet Financial
Minnesota
$238K -$42K -1,497 -16%
CI
820
Cigna Investments
Connecticut
$237K -$11.9K -423 -5%
GAM
821
Generali Asset Management
Italy
$237K -$1.36M -48,359 -86%
PAMP
822
Polar Asset Management Partners
Ontario, Canada
$236K +$219K +7,812 New
FFWA
823
Forthright Family Wealth Advisory
Texas
$235K +$218K +7,775 New
GHA
824
GW Henssler & Associates
Georgia
$234K +$218K +7,756 New
GWAG
825
Garrett Wealth Advisory Group
Texas
$234K +$217K +7,734 New
31 32
33
34 35