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Bank OZK
OZK

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
401
Global Retirement Partners
California
$4.86K – – –
JWA
402
JFS Wealth Advisors
Pennsylvania
$4.73K – – –
TWC
403
TD Waterhouse Canada
Ontario, Canada
$4.14K +$1.79K +40 +129%
HIA
404
Harbor Investment Advisory
Maryland
$3.73K +$1.52K +34 +71%
MTIC
405
Missouri Trust & Investment Company
Missouri
$3.5K – – –
HCM
406
Highlander Capital Management
New Jersey
$3.41K – – –
SRCM
407
Signature Resources Capital Management
California
$3.19K – – –
UB
408
UMB Bank
Missouri
$3.14K -$1.88K -42 -38%
AF
409
Allworth Financial
California
$2.86K – – –
EWA
410
EverSource Wealth Advisors
Alabama
$2.41K +$1.25K +28 +108%
RG
411
Retirement Group
California
$2.36K +$45 +1 +2%
AW
412
Avion Wealth
Texas
$2K +$492 +11 +79%
FMII
413
Farmers & Merchants Investments Inc
Nebraska
$1.96K – – –
CPG
414
Cornerstone Planning Group
New Jersey
$1.87K – – –
MFT
415
Moisand Fitzgerald Tamayo
Florida
$1.73K – – –
RWM
416
Raffa Wealth Management
District of Columbia
$1.73K – – –
SIC
417
SJS Investment Consulting
Ohio
$1.55K -$90 -2 -6%
CA
418
Continuum Advisory
Idaho
$1.52K +$1.43K +32 New
HNB
419
Huntington National Bank
Ohio
$1.41K -$895 -20 -39%
PWMG
420
Prestige Wealth Management Group
New Jersey
$1.36K – – –
BIA
421
Bell Investment Advisors
California
$1.23K – – –
DPW
422
DiNuzzo Private Wealth
Pennsylvania
$864 – – –
FFA
423
Farther Finance Advisors
California
$583 – – –
FGAM
424
Financial Gravity Asset Management
Texas
$335 -$45 -1 -13%
BGAI
425
Bruce G. Allen Investments
Colorado
$273 +$269 +6 New
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17
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