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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
801
PSI Advisors
Florida
$11.7K -$3.39K -155 -24%
BLC
802
Brown, Lisle/Cummings
Rhode Island
$11.7K – – –
CA
803
Crewe Advisors
Utah
$11.5K – – –
CFO
804
CVA Family Office
Colorado
$11.4K +$5.7K +261 +114%
LWANC
805
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K -$6.99K -320 -43%
PMFA
806
Plante Moran Financial Advisors
Michigan
$9.56K +$568 +26 +7%
ZB
807
Zions Bancorporation
Utah
$9.19K -$10.5K -480 -55%
RTL
808
Red Tortoise LLC
Georgia
$9.12K – – –
M
809
MOTCO
Texas
$9.12K +$8.54K +391 New
APC
810
Aspire Private Capital
North Carolina
$8.98K – – –
WFA
811
West Financial Advisors
Iowa
$8.61K +$8.06K +369 New
CHA
812
Carmichael Hill & Associates
Maryland
$8.4K +$7.87K +360 New
BWP
813
Baldwin Wealth Partners
Massachusetts
$7.85K +$7.28K +333 New
HIA
814
Harbor Investment Advisory
Maryland
$7.58K -$372 -17 -5%
WAM
815
WFA Asset Management
Wisconsin
$7K – – –
MSFP
816
Mark Sheptoff Financial Planning
Connecticut
$7K +$6.56K +300 New
LOIP
817
Live Oak Investment Partners
Texas
$6.42K – – –
PFA
818
Pathway Financial Advisers
Indiana
$6.3K -$4.81K -220 -45%
HPC
819
HM Payson & Co
Maine
$5.83K +$3.26K +149 +148%
OC
820
Oarsman Capital
Wisconsin
$5.76K +$5.4K +247 New
HNB
821
Hilltop National Bank
Wyoming
$5.55K +$5.2K +238 New
CSWM
822
Cassady Schiller Wealth Management
Ohio
$5.5K – – –
JWA
823
JFS Wealth Advisors
Pennsylvania
$5.48K -$2.8K -128 -35%
RWM
824
Ruedi Wealth Management
Illinois
$5.27K -$437 -20 -8%
TFM
825
TFC Financial Management
Massachusetts
$4.97K -$109 -5 -2%
31 32
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