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Regal Rexnord

Name Holding Trade Value Shares
Change
Change in
Stake
SC
226
Steph & Co
Wisconsin
$751K +$32.4K +258 +5%
Osaic Holdings
227
Osaic Holdings
Arizona
$750K +$147K +1,172 +29%
WANY
228
Wealthspire Advisors (New York)
New York
$740K +$44.6K +356 +7%
FCBT
229
First Citizens Bank & Trust
North Carolina
$733K +$634K +5,057 New
SAM
230
Securian Asset Management
Minnesota
$726K
GT
231
Greenleaf Trust
Michigan
$725K -$23.6K -188 -4%
NSEDCP
232
NJ State Employees Deferred Compensation Plan
New Jersey
$711K
TI
233
Tidal Investments
Wisconsin
$701K -$134K -1,071 -18%
PF
234
Phoenix Financial
Israel
$673K +$583K +4,645 New
SI
235
Sapience Investments
California
$671K -$125 -1 -0%
Janney Montgomery Scott
236
Janney Montgomery Scott
Pennsylvania
$639K +$36K +287 +7%
UCI
237
Uncommon Cents Investing
Wisconsin
$636K
William Blair & Company
238
William Blair & Company
Illinois
$630K -$43K -343 -7%
Wealth Enhancement Advisory Services
239
Wealth Enhancement Advisory Services
Minnesota
$623K +$89.9K +717 +21%
Corient Private Wealth
240
Corient Private Wealth
Florida
$620K +$200K +1,596 +60%
HCM
241
Hengehold Capital Management
Ohio
$616K
Mariner
242
Mariner
Kansas
$590K +$107K +850 +26%
RFC
243
Regions Financial Corp
Alabama
$567K +$10.3K +82 +2%
OAM
244
Oppenheimer Asset Management
New York
$554K +$34.5K +275 +8%
Commonwealth Equity Services
245
Commonwealth Equity Services
Massachusetts
$550K +$476K +3,794 New
ORI
246
Oak Ridge Investments
Illinois
$549K +$3.39K +27 +0.7%
TPW
247
Transatlantique Private Wealth
New York
$547K -$5.14K -41 -1%
CI
248
Corient IA
Florida
$544K +$470K +3,750 New
SAM
249
Shell Asset Management
Netherlands
$530K -$81K -646 -15%
MCM
250
Manchester Capital Management
Vermont
$519K +$125 +1 +0%