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IBTX
Independent Bank Group, Inc.
IBTX
IBTX
Delisted
IBTX was delisted on the 31st of December, 2024.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 201 |
PMA
201
Prudent Man Advisors
Naperville,
Illinois
| – | -$213K | -3,539 | Closed |
|
| 202 |
HC
202
Henshaw Capital
Woburn,
Massachusetts
| – | -$211K | -3,519 | Closed |
|
| 203 |
UCFA
203
United Capital Financial Advisors
Irving,
Texas
| – | -$205K | -3,412 | Closed |
|
| 204 |
SWA
204
Sutton Wealth Advisors
Tampa,
Florida
| – | -$15.8K | -263 | Closed |
|
| 205 |
CWP
205
Concord Wealth Partners
Abingdon,
Virginia
| – | -$4.45K | -74 | Closed |
|
| 206 |
CIM
206
Contravisory Investment Management
Norwell,
Massachusetts
| – | -$4.03K | -67 | Closed |
|
| 207 |
CS
207
Comerica Securities
Detroit,
Michigan
| – | -$1.92K | -32 | Closed |
|
| 208 |
IA
208
IFP Advisors
Tampa,
Florida
| – | -$10K | -3 | Closed |
|
| 209 |
SFG
209
Steward Financial Group
Colleyville,
Texas
| – | +$170 | +3 | +17% |
|