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Regions Financial
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Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1051
Valued Wealth Advisors
Utah
$3.65K +$533 +19 +19%
SFS
1052
Sunrise Financial Services
Washington
$3.56K – – –
DPW
1053
DiNuzzo Private Wealth
Pennsylvania
$3.53K – – –
HFS
1054
Hughes Financial Services
Virginia
$3.29K +$1.18K +42 +63%
GSEP
1055
Golden State Equity Partners
California
$3.23K -$29.7K -1,057 -91%
BCWM
1056
Bartlett & Co Wealth Management
Ohio
$3.19K -$48.6K -1,731 -94%
SRCM
1057
Signature Resources Capital Management
California
$3.08K – – –
KCM
1058
Key Capital Management
Tennessee
$3.05K – – –
HNW
1059
High Note Wealth
Minnesota
$3.02K -$1.38K -49 -33%
B
1060
Bayban
Minnesota
$3.02K – – –
GK
1061
Graney & King
New York
$2.93K – – –
HIA
1062
HFM Investment Advisors
New Jersey
$2.81K +$1.35K +48 +107%
DWM
1063
Dogwood Wealth Management
Kansas
$2.75K -$1.68K -60 -40%
CFM
1064
Cornerstone Financial Management
Massachusetts
$2.6K +$898 +32 +59%
KFA
1065
Kelleher Financial Advisors
New York
$2.42K +$2.25K +80 New
AT
1066
Arlington Trust
Alabama
$2.36K – – –
CMBA
1067
C.M. Bidwell & Associates
Hawaii
$2.29K – – –
TAP
1068
Tounjian Advisory Partners
Florida
$2.29K -$1.45M -51,694 -100%
CT
1069
Caldwell Trust
Florida
$2.14K – – –
AFG
1070
Albion Financial Group
Utah
$2.08K – – –
PJC
1071
Phillip James Consulting
Minnesota
$2.08K – – –
CIAS
1072
CBIZ Investment Advisory Services
Ohio
$1.95K – – –
WA
1073
Whipplewood Advisors
Colorado
$1.81K -$1.91K -68 -53%
HNB
1074
Hilltop National Bank
Wyoming
$1.78K – – –
KG
1075
Kilter Group
New York
$1.6K +$365 +13 +33%
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