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Regions Financial

Name Holding Trade Value Shares
Change
Change in
Stake
OA
801
Oasis Advisors
Iowa
$218K +$233K +8,360 New
Federated Hermes
802
Federated Hermes
Pennsylvania
$218K +$71.3K +2,554 +44%
NG
803
Norden Group
Utah
$218K +$233K +8,343 New
FWI
804
Facet Wealth Inc
Maryland
$217K +$8.99K +322 +4%
MW
805
MBL Wealth
North Carolina
$217K +$232K +8,319 New
CW
806
Cornerstone Wealth
Tennessee
$217K +$213K +7,644 New
ATPW
807
Ashton Thomas Private Wealth
Arizona
$216K -$565K -20,238 -71%
KCM
808
Kathmere Capital Management
Pennsylvania
$216K +$231K +8,274 New
CI
809
Cigna Investments
Connecticut
$216K -$11.9K -426 -5%
LS
810
Livforsakringsbolaget Skandia
Sweden
$216K – – –
SHWM
811
Smith & Howard Wealth Management
Georgia
$215K – – –
HFS
812
Howard Financial Services
Texas
$212K +$227K +8,120 New
BW
813
Blalock Williams
Alabama
$212K – – –
AG
814
AlTi Global
New York
$210K +$223K +7,992 New
KA
815
Kovack Advisors
Florida
$209K +$2.04K +73 +0.9%
WIA
816
Westbourne Investment Advisors
Maryland
$209K -$4.19K -150 -2%
RIM
817
Reliant Investment Management
Tennessee
$209K – – –
XWL
818
XXI Wealth LLC
Illinois
$208K +$223K +7,971 New
BFW
819
Brady Family Wealth
Missouri
$208K – – –
AO
820
Advisor OS
Illinois
$205K -$105K -3,751 -32%
AIP
821
Ameritas Investment Partners
Nebraska
$203K -$9.74K -349 -4%
DF
822
DecisionPoint Financial
Arizona
$202K – – –
LWM
823
LongView Wealth Management
Georgia
$201K +$203K +7,254 New
BAM
824
Blueshift Asset Management
New Jersey
$200K -$67.8K -2,427 -24%
PWC
825
PYA Waltman Capital
Tennessee
$200K – – –