We are live on ! Find out more
RF icon

Regions Financial

Name Holding Trade Value Shares
Change
Change in
Stake
DSC
951
Duncker Streett & Co
Missouri
$27.2K +$13.2K +472 +110%
AWM
952
Ameliora Wealth Management
Switzerland
$27.1K – – –
PWA
953
Provenance Wealth Advisors
Florida
$26.9K – – –
SWM
954
Spire Wealth Management
Virginia
$26.5K -$8.03K -286 -25%
PCTC
955
Perkins Coie Trust Company
Washington
$26.3K – – –
TCOV
956
Trust Company of Vermont
Vermont
$26.3K +$24.4K +870 New
ASCM
957
Adkins Seale Capital Management
Louisiana
$26.2K -$9.96K -355 -29%
Vanguard National Trust
958
Vanguard National Trust
Pennsylvania
$26K -$281 -10 -1%
GKIM
959
GW&K Investment Management
Massachusetts
$26K +$1.4K +50 +6%
USB
960
Union Savings Bank
Connecticut
$25.9K – – –
KFAS
961
Keating Financial Advisory Services
Kansas
$25.2K +$8.73K +311 +59%
WA
962
WPG Advisers
Maryland
$24.6K +$10.4K +370 +84%
APFP
963
Action Point Financial Planning
Michigan
$24.5K +$22.8K +814 New
TWD
964
True Wealth Design
Ohio
$22.5K +$5.56K +198 +36%
OW
965
Olistico Wealth
Oklahoma
$21.9K -$16.7K -594 -45%
CM
966
Capula Management
Cayman Islands
$21.2K -$161K -5,749 -89%
SHIM
967
Stone House Investment Management
Pennsylvania
$20.4K +$5.45K +194 +40%
MA
968
MCF Advisors
Kentucky
$20.3K – – –
IFWM
969
Institute for Wealth Management
Colorado
$20.1K +$18.7K +667 New
YP
970
YANKCOM Partnership
South Dakota
$20.1K – – –
WAU
971
Wellington-Altus USA
Manitoba, Canada
$20K – – –
MWM
972
Mosley Wealth Management
California
$18.9K +$309 +11 +2%
PS
973
Planning Strategies
Pennsylvania
$18.8K +$17.5K +622 New
PWA
974
Physician Wealth Advisors
Utah
$18.7K -$2.25K -80 -11%
SWA
975
Strategic Wealth Advisors
Arizona
$18K – – –