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Regions Financial

Name Holding Trade Value Shares
Change
Change in
Stake
MPI
851
Mairs & Power Inc
Minnesota
$211K +$196K +7,000 New
MAWA
852
Moss Adams Wealth Advisors
Washington
$211K +$195K +6,930 New
MWM
853
Modera Wealth Management
New Jersey
$211K +$196K +6,985 New
SAI
854
Savvy Advisors Inc
New York
$211K +$196K +6,976 New
SCM
855
SCS Capital Management
Massachusetts
$209K -$182K -6,473 -49%
4WM
856
49 Wealth Management
Texas
$207K +$192K +6,854 New
A
857
Alongside
Texas
$207K +$192K +6,854 New
RFS
858
Richardson Financial Services
Massachusetts
$207K -$4.77K -170 -2%
FIA
859
FNY Investment Advisers
New York
$205K +$154K +5,500 +423%
CCM
860
Charter Capital Management
Wisconsin
$204K +$189K +6,749 New
CPC
861
Consolidated Planning Corp
Georgia
$202K +$187K +6,679 New
NFG
862
Nations Financial Group
Iowa
$202K +$187K +6,677 New
PFBT
863
Parkside Financial Bank & Trust
Missouri
$201K +$18.2K +649 +11%
FPWM
864
FSB Premier Wealth Management
Iowa
$200K +$186K +6,635 New
AF
865
Allworth Financial
California
$198K -$19.1K -679 -9%
HCPC
866
Hamilton Capital Partners (Canada)
$195K -$87K -3,101 -32%
PWMG
867
Prestige Wealth Management Group
New Jersey
$192K – – –
DF
868
DecisionPoint Financial
Arizona
$186K -$47.5K -1,693 -22%
MCM
869
MV Capital Management
Maryland
$183K +$67.2K +2,394 +66%
IAIM
870
International Assets Investment Management
Florida
$179K +$56.7K +2,020 +53%
CNBTD
871
Citizens National Bank Trust Department
Mississippi
$176K – – –
DCM
872
Dorato Capital Management
Colorado
$176K – – –
VCM
873
Versant Capital Management
Arizona
$174K +$17.1K +609 +12%
NECFA
874
New England Capital Financial Advisors
Connecticut
$172K – – –
Cohen & Steers
875
Cohen & Steers
New York
$166K – – –