We are live on ! Find out more
CFR icon

Cullen/Frost Bankers
CFR

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
401
Wealthspire Advisors (New York)
New York
$232K +$213K +1,501 New
TVPW
402
Third View Private Wealth
Connecticut
$231K -$81.9K -577 -28%
AC
403
AXQ Capital
New Jersey
$231K +$212K +1,492 New
DC
404
Davenport & Co
Virginia
$230K +$211K +1,486 New
SCP
405
Sivia Capital Partners
California
$228K +$210K +1,477 New
PAG
406
Private Advisor Group
New Jersey
$225K -$255K -1,794 -55%
PF
407
Prosperitas Financial
California
$223K -$10.4K -73 -5%
MYAM
408
Meiji Yasuda Asset Management
Japan
$223K +$205K +1,441 New
IWC
409
Integrated Wealth Concepts
Massachusetts
$219K -$118K -829 -37%
SWA
410
SFMG Wealth Advisors
Texas
$216K -$284K -2,000 -59%
M
411
MOTCO
Texas
$216K – – –
HCP
412
Holt Capital Partners
Texas
$215K +$198K +1,394 New
LFA
413
Legacy Financial Advisors
Kentucky
$215K +$197K +1,389 New
GLR
414
Great Lakes Retirement
Ohio
$212K +$195K +1,373 New
PPW
415
Parcion Private Wealth
Washington
$210K +$193K +1,361 New
CTC
416
Central Trust Company
Missouri
$207K -$568 -4 -0.3%
BJL
417
Brighton Jones LLC
Washington
$203K +$187K +1,315 New
SC
418
Savant Capital
Illinois
$203K +$179K +1,260 New
WPC
419
Wedmont Private Capital
Pennsylvania
$202K +$183K +1,288 New
VAS
420
Vestmark Advisory Solutions
Massachusetts
$201K +$185K +1,304 New
SCM
421
SCS Capital Management
Massachusetts
$200K +$184K +1,296 New
TWC
422
TD Waterhouse Canada
Ontario, Canada
$191K +$47.7K +336 +38%
1IA
423
1620 Investment Advisors
Massachusetts
$190K -$9.66K -68 -5%
AUB
424
Atlantic Union Bankshares
Virginia
$162K – – –
GC
425
Globeflex Capital
California
$159K – – –
15 16
17
18 19