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Bank OZK
OZK

Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
376
SYM Financial Corp
Indiana
$257K +$241K +4,942 New
WPC
377
Wedmont Private Capital
Pennsylvania
$253K +$29.6K +607 +14%
RS
378
R Squared
Hong Kong
$241K +$225K +4,625 New
IPW
379
Impact Partnership Wealth
Georgia
$240K +$225K +4,617 New
HFS
380
Hantz Financial Services
Michigan
$240K +$96.9K +1,991 +76%
DBIA
381
Dumont & Blake Investment Advisors
New Jersey
$238K -$8.77K -180 -4%
PCMC
382
Paragon Capital Management (Colorado)
Colorado
$236K -$2.09K -43 -0.9%
HWA
383
HHM Wealth Advisors
Tennessee
$235K – – –
HCPC
384
Hamilton Capital Partners (Canada)
$235K -$106K -2,174 -32%
WC
385
Waterloo Capital
Texas
$234K +$219K +4,501 New
FAM
386
Fulcrum Asset Management
United Kingdom
$234K +$221K +4,535 New
SCM
387
Semanteon Capital Management
Massachusetts
$233K +$218K +4,480 New
CFG
388
Citizens Financial Group
Rhode Island
$229K +$214K +4,401 New
OL
389
Optas LLC
Texas
$226K +$211K +4,330 New
BWM
390
BlackDiamond Wealth Management
New York
$224K -$5.01K -103 -2%
SFA
391
Sequoia Financial Advisors
Ohio
$220K +$206K +4,233 New
FHC
392
First Horizon Corporation
Tennessee
$216K -$536 -11 -0.3%
PPW
393
Parcion Private Wealth
Washington
$216K +$202K +4,148 New
DC
394
Diametric Capital
Massachusetts
$215K +$201K +4,121 New
PAM
395
Panagora Asset Management
Massachusetts
$213K -$87.8K -1,803 -31%
PA
396
Profund Advisors
Maryland
$202K +$189K +3,880 New
TAM
397
Titleist Asset Management
Texas
$202K +$189K +3,875 New
PWPS
398
Pinnacle Wealth Planning Services
Ohio
$197K +$146 +3 +0.1%
MG
399
Mather Group
Illinois
$182K – – –
AF
400
Allworth Financial
California
$182K +$141K +2,905 +493%
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16
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