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Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
Q1WB
876
Quest 10 Wealth Builders
Virginia
$23.1K – – –
TFA
877
Transamerica Financial Advisors
Florida
$23.1K +$13.7K +529 +155%
PCTC
878
Perkins Coie Trust Company
Washington
$23K – – –
CFD
879
Creative Financial Designs
Indiana
$22.5K – – –
TCOV
880
Trust Company of Vermont
Vermont
$22.4K – – –
EB
881
Eastern Bank
Massachusetts
$21.4K – – –
GKIM
882
GW&K Investment Management
Massachusetts
$20K – – –
CPG
883
Cornerstone Planning Group
New Jersey
$19K -$1.12K -43 -30%
OIA
884
Optimum Investment Advisors
Illinois
$18.5K – – –
BONH
885
Bank of New Hampshire
New Hampshire
$18K -$7.79K -300 -31%
YP
886
YANKCOM Partnership
South Dakota
$17.5K – – –
PWA
887
Physician Wealth Advisors
Utah
$17.5K +$8.62K +332 +101%
RF
888
Rossby Financial
Florida
$17.2K +$2.42K +93 +16%
GFWA
889
Grey Fox Wealth Advisors
Delaware
$16.3K +$15.9K +611 New
SWM
890
Spire Wealth Management
Virginia
$16.1K +$468 +18 +3%
WOSD
891
WFA of San Diego
California
$15.8K – – –
CIAS
892
CBIZ Investment Advisory Services
Ohio
$15.4K +$1.92K +74 +15%
S
893
Sachetta
Massachusetts
$15.2K +$2.29K +88 +18%
DWA
894
Delos Wealth Advisors
Texas
$15.2K – – –
SC
895
SouthState Corp
Florida
$15.1K -$3.61K -139 -20%
PFSC
896
Peoples Financial Services Corp
Pennsylvania
$15K – – –
SS
897
SBI Securities
Japan
$14.6K -$7.3K -281 -34%
GA
898
GoalVest Advisory
New York
$14K – – –
PB
899
Pinnacle Bancorp
Nebraska
$13.9K – – –
BF
900
BOK Financial
Oklahoma
$13.8K +$10.9K +420 +404%
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