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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
ME
801
McIlrath & Eck
Washington
$11.8K – – –
PA
802
PSI Advisors
Florida
$11.7K -$3.39K -155 -24%
BLC
803
Brown, Lisle/Cummings
Rhode Island
$11.7K – – –
CA
804
Crewe Advisors
Utah
$11.5K – – –
CFO
805
CVA Family Office
Colorado
$11.4K +$5.7K +261 +114%
LWANC
806
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K -$6.99K -320 -43%
PMFA
807
Plante Moran Financial Advisors
Michigan
$9.56K +$568 +26 +7%
ZB
808
Zions Bancorporation
Utah
$9.19K -$10.5K -480 -55%
RTL
809
Red Tortoise LLC
Georgia
$9.12K – – –
M
810
MOTCO
Texas
$9.12K +$8.54K +391 New
APC
811
Aspire Private Capital
North Carolina
$8.98K – – –
WFA
812
West Financial Advisors
Iowa
$8.61K +$8.06K +369 New
CHA
813
Carmichael Hill & Associates
Maryland
$8.4K +$7.87K +360 New
BWP
814
Baldwin Wealth Partners
Massachusetts
$7.85K +$7.28K +333 New
HIA
815
Harbor Investment Advisory
Maryland
$7.58K -$372 -17 -5%
WAM
816
WFA Asset Management
Wisconsin
$7K – – –
MSFP
817
Mark Sheptoff Financial Planning
Connecticut
$7K +$6.56K +300 New
LOIP
818
Live Oak Investment Partners
Texas
$6.42K – – –
PFA
819
Pathway Financial Advisers
Indiana
$6.3K -$4.81K -220 -45%
HPC
820
HM Payson & Co
Maine
$5.83K +$3.26K +149 +148%
OC
821
Oarsman Capital
Wisconsin
$5.76K +$5.4K +247 New
HNB
822
Hilltop National Bank
Wyoming
$5.55K +$5.2K +238 New
CSWM
823
Cassady Schiller Wealth Management
Ohio
$5.5K – – –
JWA
824
JFS Wealth Advisors
Pennsylvania
$5.48K -$2.8K -128 -35%
RWM
825
Ruedi Wealth Management
Illinois
$5.27K -$437 -20 -8%
31 32
33
34 35