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Regions Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
951
Spire Wealth Management
Virginia
$26.5K -$8.03K -286 -25%
PCTC
952
Perkins Coie Trust Company
Washington
$26.3K
TCOV
953
Trust Company of Vermont
Vermont
$26.3K +$24.4K +870 New
ASCM
954
Adkins Seale Capital Management
Louisiana
$26.2K -$9.96K -355 -29%
Vanguard National Trust
955
Vanguard National Trust
Pennsylvania
$26K -$281 -10 -1%
GKIM
956
GW&K Investment Management
Massachusetts
$26K +$1.4K +50 +6%
USB
957
Union Savings Bank
Connecticut
$25.9K
KFAS
958
Keating Financial Advisory Services
Kansas
$25.2K +$8.73K +311 +59%
WA
959
WPG Advisers
Maryland
$24.6K +$10.4K +370 +84%
APFP
960
Action Point Financial Planning
Michigan
$24.5K +$22.8K +814 New
TWD
961
True Wealth Design
Ohio
$22.5K +$5.56K +198 +36%
OW
962
Olistico Wealth
Oklahoma
$21.9K -$16.7K -594 -45%
CM
963
Capula Management
Cayman Islands
$21.2K -$161K -5,749 -89%
SHIM
964
Stone House Investment Management
Pennsylvania
$20.4K +$5.45K +194 +40%
MA
965
MCF Advisors
Kentucky
$20.3K
IFWM
966
Institute for Wealth Management
Colorado
$20.1K +$18.7K +667 New
YP
967
YANKCOM Partnership
South Dakota
$20.1K
MWM
968
Mosley Wealth Management
California
$18.9K +$309 +11 +2%
PS
969
Planning Strategies
Pennsylvania
$18.8K +$17.5K +622 New
PWA
970
Physician Wealth Advisors
Utah
$18.7K -$2.25K -80 -11%
SWA
971
Strategic Wealth Advisors
Arizona
$18K
FFO
972
Fortitude Family Office
Arizona
$17.9K +$1.38K +49 +9%
S
973
Sachetta
Massachusetts
$17.3K +$2.53K +90 +19%
RWPA
974
Richard W. Paul & Associates
Michigan
$17.3K +$16.1K +572 New
PFSC
975
Peoples Financial Services Corp
Pennsylvania
$17.2K