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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
801
Blalock Williams
Alabama
$220K -$6.36K -249 -3%
MMA
802
Miracle Mile Advisors
California
$218K +$206K +8,057 New
SC
803
Stance Capital
Massachusetts
$217K -$225K -8,808 -52%
RIM
804
Reliant Investment Management
Tennessee
$217K – – –
BFW
805
Brady Family Wealth
Missouri
$215K +$203K +7,951 New
WT
806
Whittier Trust
California
$215K +$113K +4,417 +143%
MWM
807
Modera Wealth Management
New Jersey
$214K +$1.18K +46 +0.6%
KA
808
Kovack Advisors
Florida
$214K +$201K +7,882 New
FMI
809
Frec Markets Inc
California
$213K +$201K +7,858 New
SWM
810
Sandro Wealth Management
New Jersey
$213K +$201K +7,854 New
CFG
811
Citizens Financial Group
Rhode Island
$213K -$50.1K -1,960 -20%
SL
812
Summitry LLC
California
$211K +$199K +7,777 New
FFWA
813
Forthright Family Wealth Advisory
Texas
$211K – – –
ZIM
814
Zacks Investment Management
Illinois
$211K +$3.65K +143 +2%
NC
815
nVerses Capital
Florida
$210K +$198K +7,761 New
DF
816
DecisionPoint Financial
Arizona
$209K – – –
EWA
817
Exencial Wealth Advisors
Oklahoma
$208K +$196K +7,685 New
PWC
818
PYA Waltman Capital
Tennessee
$208K – – –
PA
819
PFG Advisors
Arizona
$207K -$52.8K -2,069 -21%
MPI
820
Mairs & Power Inc
Minnesota
$207K -$54.1K -2,120 -22%
MCA
821
Millennium Capital Advisors
Arkansas
$206K -$62.7K -2,455 -24%
AA
822
Argent Advisors
Louisiana
$205K -$5.57K -218 -3%
IWM
823
IHT Wealth Management
Illinois
$205K +$193K +7,573 New
CRC
824
Curi RMB Capital
Illinois
$204K +$194K +7,594 New
DC
825
Davenport & Co
Virginia
$203K +$192K +7,503 New
31 32
33
34 35