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Regions Financial

Name Holding Trade Value Shares
Change
Change in
Stake
HNW
926
High Note Wealth
Minnesota
$1.81K -$466 -22 -22%
DWM
927
Dogwood Wealth Management
Kansas
$1.7K +$1.46K +69 New
CT
928
Caldwell Trust
Florida
$1.67K -$2.29K -108 -60%
AFG
929
Albion Financial Group
Utah
$1.62K – – –
AWM
930
Atticus Wealth Management
Florida
$1.44K +$1.29K +61 New
TIM
931
Tortoise Investment Management
New York
$1.44K +$1.29K +61 New
Kayne Anderson Rudnick Investment Management
932
Kayne Anderson Rudnick Investment Management
California
$1.39K +$677 +32 +119%
PWM
933
Parkworth Wealth Management
California
$1.36K +$825 +39 +205%
PIM
934
Plato Investment Management
Australia
$1.36K +$85 +4 +7%
SIC
935
SJS Investment Consulting
Ohio
$1.32K -$720 -34 -38%
SC
936
Solstein Capital
California
$1.27K +$1.14K +54 New
DI
937
DAGCO Inc
Ohio
$1.25K – – –
HFS
938
Hughes Financial Services
Virginia
$1.22K +$127 +6 +14%
CAC
939
Core Alternative Capital
Georgia
$1.2K – – –
BHWM
940
Bay Harbor Wealth Management
Maryland
$1.07K +$402 +19 +73%
APW
941
Aventura Private Wealth
Florida
$1.03K – – –
TIM
942
Total Investment Management
Arizona
$1.03K +$931 +44 New
PMAM
943
Picton Mahoney Asset Management
Ontario, Canada
$1K -$20.5K -969 -95%
HIA
944
HFM Investment Advisors
New Jersey
$988 +$444 +21 +100%
KG
945
Kilter Group
New York
$941 +$847 +40 New
QWM
946
Quaker Wealth Management
New Jersey
$871 +$783 +37 New
NL
947
NVWM LLC
Pennsylvania
$870 -$106 -5 -12%
AP
948
Aspect Partners
Virginia
$682 +$614 +29 New
GWSG
949
GPS Wealth Strategies Group
Colorado
$659 +$550 +26 +1,300%
WA
950
WestEnd Advisors
North Carolina
$470 -$148 -7 -26%