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Cullen/Frost Bankers
CFR

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
251
CX Institutional
Indiana
$18K +$15.5K +223 +1,593%
EWP
252
Engrave Wealth Partners
Texas
$15K – – –
WT
253
Whittier Trust
California
$15K – – –
PAG
254
Private Advisor Group
New Jersey
$15K +$13.9K +199 New
BCA
255
Berman Capital Advisors
Georgia
$14K +$4.53K +65 +49%
AWA
256
Arkadios Wealth Advisors
Georgia
$13.5K – – –
CIA
257
CSat Investment Advisory
Michigan
$13K -$3.06K -44 -21%
OPS
258
Orion Portfolio Solutions
Nebraska
$12K -$33.6K -482 -76%
CT
259
Caldwell Trust
Florida
$11.4K – – –
APA
260
American Portfolios Advisors
New York
$8.07K +$697 +10 +10%
POIA
261
Pin Oak Investment Advisors
Texas
$8K – – –
S
262
SignatureFD
Georgia
$8K +$5.43K +78 +260%
CFGS
263
Concourse Financial Group Securities
Alabama
$7K – – –
AAM
264
Advisors Asset Management
Colorado
$6.35K -$6.89K -99 -54%
CAW
265
Cornerstone Advisors (Washington)
Washington
$6K -$2.3K -33 -28%
IA
266
IFP Advisors
Florida
$6K -$627 -9 -10%
CCA
267
Column Capital Advisors
Indiana
$6K +$5.64K +81 New
PCG
268
Private Capital Group
Connecticut
$5K – – –
FMP
269
Financial Management Professionals
Texas
$4K – – –
PFBT
270
Parkside Financial Bank & Trust
Missouri
$4K +$3.27K +47 New
RWM
271
Raffa Wealth Management
District of Columbia
$3.36K – – –
EFSCE
272
Enterprise Financial Services Corp (EFSC)
Missouri
$3K +$2.02K +29 +171%
EI
273
Ellevest Inc
New York
$2K – – –
PA
274
Procyon Advisors
Connecticut
$2K – – –
SWM
275
Sugarloaf Wealth Management
Georgia
$2K – – –
9 10
11
12 13