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Regions Financial

Name Holding Trade Value Shares
Change
Change in
Stake
MAWA
851
Moss Adams Wealth Advisors
Washington
$211K +$195K +6,930 New
MWM
852
Modera Wealth Management
New Jersey
$211K +$196K +6,985 New
SAI
853
Savvy Advisors Inc
New York
$211K +$196K +6,976 New
SCM
854
SCS Capital Management
Massachusetts
$209K -$182K -6,473 -49%
4WM
855
49 Wealth Management
Texas
$207K +$192K +6,854 New
A
856
Alongside
Texas
$207K +$192K +6,854 New
RFS
857
Richardson Financial Services
Massachusetts
$207K -$4.77K -170 -2%
FIA
858
FNY Investment Advisers
New York
$205K +$154K +5,500 +423%
CCM
859
Charter Capital Management
Wisconsin
$204K +$189K +6,749 New
CPC
860
Consolidated Planning Corp
Georgia
$202K +$187K +6,679 New
NFG
861
Nations Financial Group
Iowa
$202K +$187K +6,677 New
FPWM
862
FSB Premier Wealth Management
Iowa
$200K +$186K +6,635 New
AF
863
Allworth Financial
California
$198K -$19.1K -679 -9%
HCPC
864
Hamilton Capital Partners (Canada)
$195K -$87K -3,101 -32%
PWMG
865
Prestige Wealth Management Group
New Jersey
$192K
DF
866
DecisionPoint Financial
Arizona
$186K -$47.5K -1,693 -22%
MCM
867
MV Capital Management
Maryland
$183K +$67.2K +2,394 +66%
IAIM
868
International Assets Investment Management
Florida
$179K +$56.7K +2,020 +53%
CNBTD
869
Citizens National Bank Trust Department
Mississippi
$176K
DCM
870
Dorato Capital Management
Colorado
$176K
VCM
871
Versant Capital Management
Arizona
$174K +$17.1K +609 +12%
NECFA
872
New England Capital Financial Advisors
Connecticut
$172K
Cohen & Steers
873
Cohen & Steers
New York
$166K
MG
874
Mather Group
Illinois
$159K -$22.6K -806 -13%
HI
875
Harbour Investments
Wisconsin
$157K +$1.04K +37 +0.7%