We are live on ! Find out more
CFR icon

Cullen/Frost Bankers
CFR

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
276
Whittier Trust
California
$18K – – –
AWA
277
Arkadios Wealth Advisors
Georgia
$17K – – –
BCA
278
Berman Capital Advisors
Georgia
$17K – – –
VFA
279
Valeo Financial Advisors
Indiana
$17K – – –
AWM
280
Accel Wealth Management
Iowa
$17K +$15.7K +200 New
CT
281
Caldwell Trust
Florida
$13.3K – – –
MAM
282
Meeder Asset Management
Ohio
$12K – – –
APA
283
American Portfolios Advisors
New York
$10.7K +$1.18K +15 +14%
POIA
284
Pin Oak Investment Advisors
Texas
$10K – – –
S
285
SignatureFD
Georgia
$9K – – –
CPWM
286
Cypress Point Wealth Management
Texas
$9K +$7.86K +100 New
PA
287
Parallel Advisors
California
$8K -$34.7K -442 -83%
CCA
288
Childress Capital Advisors
Texas
$8K +$7.15K +91 New
IA
289
IFP Advisors
Florida
$7K -$2.75K -35 -30%
PCG
290
Private Capital Group
Connecticut
$6K – – –
DA
291
Denali Advisors
California
$5K +$4.17K +53 New
RWM
292
Raffa Wealth Management
District of Columbia
$4.01K +$236 +3 +7%
EFSCE
293
Enterprise Financial Services Corp (EFSC)
Missouri
$4K – – –
FMP
294
Financial Management Professionals
Texas
$4K – – –
AFG
295
Albion Financial Group
Utah
$4K +$3.93K +50 New
VCG
296
Vantage Consulting Group
Virginia
$4K +$3.93K +50 New
OSAM
297
O'Shaughnessy Asset Management
Connecticut
$3K -$472 -6 -16%
SWM
298
Sugarloaf Wealth Management
Georgia
$3K – – –
RWA
299
Ropes Wealth Advisors
Massachusetts
$3K +$2.44K +31 New
EI
300
Ellevest Inc
New York
$2K – – –
10 11
12
13 14