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OZK icon

Bank OZK

Name Holding Trade Value Shares
Change
Change in
Stake
Geneos Wealth Management
301
Geneos Wealth Management
Colorado
$17K – – –
TCI Wealth Advisors
302
TCI Wealth Advisors
Arizona
$16K -$6.83K -233 -31%
DAM
303
Delta Asset Management
Tennessee
$15K – – –
Tower Research Capital (TRC)
304
Tower Research Capital (TRC)
New York
$14K -$9.53K -325 -41%
Lazard Asset Management
305
Lazard Asset Management
New York
$14K +$13.6K +465 New
Procyon Advisors
306
Procyon Advisors
Connecticut
$14K +$13.9K +474 New
Cullen/Frost Bankers
307
Cullen/Frost Bankers
Texas
$12K – – –
VCM
308
Versant Capital Management
Arizona
$10K -$880 -30 -8%
CIA
309
CSat Investment Advisory
Michigan
$10K +$1.23K +42 +14%
Rockefeller Capital Management
310
Rockefeller Capital Management
New York
$9K – – –
TFA
311
Toth Financial Advisory
Virginia
$9K – – –
RIA
312
Realta Investment Advisors
Delaware
$9K +$88 +3 +1%
GAM
313
Gemmer Asset Management
California
$9K +$1.41K +48 +19%
PFBT
314
Parkside Financial Bank & Trust
Missouri
$7K -$9.97K -340 -59%
CFA
315
Carroll Financial Associates
North Carolina
$7K – – –
Whittier Trust
316
Whittier Trust
California
$7K – – –
WhitTier Trust Company
317
WhitTier Trust Company
Nevada
$7K – – –
DI
318
Disciplined Investments
Oklahoma
$7K +$6.66K +227 New
TI
319
tru Independence
Oregon
$7K +$11.7K +400 New
Advisory Alpha
320
Advisory Alpha
Michigan
$6.14K – – –
IFAM
321
Institutional & Family Asset Management
Colorado
$6K – – –
SNT
322
Security National Trust
West Virginia
$6K – – –
SCA
323
Stonebridge Capital Advisors
Minnesota
$5K – – –
EI
324
Ellevest Inc
New York
$4K +$3.93K +134 New
GWS
325
Glassman Wealth Services
Virginia
$3K – – –