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Cullen/Frost Bankers
CFR

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
401
JFS Wealth Advisors
Pennsylvania
$4.81K +$219 +2 +5%
DIP
402
DT Investment Partners
Pennsylvania
$4.7K +$4.59K +42 New
MG
403
Mather Group
Illinois
$4.7K +$2.84K +26 +163%
MA
404
Montag & Associates
Georgia
$4.14K – – –
SC
405
Swan Capital
Florida
$4.14K – – –
S
406
Sachetta
Massachusetts
$4.03K – – –
CAL
407
Capital Advisors Ltd
Ohio
$4K – – –
BBHC
408
Brown Brothers Harriman & Co
New York
$3.92K +$3.83K +35 New
CB
409
CNB Bank
Pennsylvania
$3.8K – – –
SWM
410
Sugarloaf Wealth Management
Georgia
$3.69K – – –
BGAI
411
Bruce G. Allen Investments
Colorado
$3.58K – – –
CAS
412
Coppell Advisory Solutions
Texas
$3.56K – – –
CPA
413
Clear Point Advisors
New York
$3.47K – – –
HWM
414
Hemington Wealth Management
Virginia
$3K +$3.28K +30 New
FMII
415
Farmers & Merchants Investments Inc
Nebraska
$2.91K – – –
CT
416
Caldwell Trust
Florida
$2.8K – – –
TSMHT
417
Thurston Springer Miller Herd & Titak
Indiana
$2.68K – – –
GFL
418
Granite FO LLC
New Hampshire
$1.9K +$1.86K +17 New
LFG
419
Larson Financial Group
Missouri
$1.79K +$1.75K +16 New
AF
420
Advisornet Financial
Minnesota
$1.68K – – –
AWM
421
Abound Wealth Management
Tennessee
$1.52K -$1.64K -15 -52%
SIC
422
SJS Investment Consulting
Ohio
$1.46K +$109 +1 +8%
BWP
423
Baldwin Wealth Partners
Massachusetts
$1.45K +$437 +4 +44%
FCM
424
Fourpath Capital Management
Oklahoma
$1.45K +$1.42K +13 New
FWM
425
FSA Wealth Management
Massachusetts
$1.45K +$1.42K +13 New
15 16
17
18 19