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Cullen/Frost Bankers
CFR

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
551
Harbour Investments
Wisconsin
$927 +$568 +4 +200%
SWM
552
SHP Wealth Management
Massachusetts
$901 – – –
TCA
553
Trifecta Capital Advisors
Illinois
$773 +$710 +5 New
SIM
554
Synergy Investment Management
Florida
$668 +$568 +4 New
HFS
555
Hughes Financial Services
Virginia
$618 +$426 +3 +300%
ADL
556
Asset Dedication LLC
California
$464 -$23.1K -163 -98%
BFS
557
Bare Financial Services
Pennsylvania
$464 – – –
HWP
558
Highline Wealth Partners
California
$464 – – –
RF
559
Rossby Financial
Florida
$464 +$284 +2 +200%
MWM
560
Mosley Wealth Management
California
$464 +$426 +3 New
DF
561
DecisionPoint Financial
Arizona
$312 +$284 +2 New
AWM
562
Activest Wealth Management
Florida
$309 -$4.12K -29 -94%
PWA
563
Principia Wealth Advisory
Texas
$309 – – –
TFA
564
Transamerica Financial Advisors
Florida
$309 – – –
MCM
565
MV Capital Management
Maryland
$155 -$426 -3 -75%
RWM
566
Raffa Wealth Management
District of Columbia
$155 – – –
MCA
567
Maryland Capital Advisors
Maryland
$155 +$142 +1 New
PMFA
568
Plante Moran Financial Advisors
Michigan
$155 +$142 +1 New
BA
569
Bridgewater Associates
Connecticut
– -$12.7M -92,885 Closed
OHIS
570
Oak Harvest Investment Services
Texas
– -$6.65M -48,509 Closed
FAS
571
Formuepleje A/S
Denmark
– -$5.39M -39,350 Closed
CC
572
Carlson Capital
Texas
– -$3.95M -28,818 Closed
VC
573
VarCov Co
Connecticut
– -$2.71M -19,780 Closed
TI
574
Trexquant Investment
Connecticut
– -$2.13M -15,553 Closed
XT
575
XTX Topco
Cayman Islands
– -$1.59M -11,627 Closed
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