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Bank OZK
OZK

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
451
Colonial Trust
South Carolina
$2.8K -$15.6K -329 -84%
SC
452
SouthState Corp
Florida
$2.56K +$2.79K +59 New
IA
453
IFP Advisors
Florida
$2.52K +$473 +10 +21%
AWM
454
Activest Wealth Management
Florida
$2.17K +$2.37K +50 New
KIM
455
Kestra Investment Management
Texas
$2.09K -$26K -550 -92%
HIA
456
Harbor Investment Advisory
Maryland
$2.09K – – –
AW
457
Avion Wealth
Texas
$2K – – –
CPG
458
Cornerstone Planning Group
New Jersey
$1.68K – – –
MFT
459
Moisand Fitzgerald Tamayo
Florida
$1.65K – – –
RWM
460
Raffa Wealth Management
District of Columbia
$1.65K – – –
FHA
461
First Horizon Advisors
Tennessee
$1.56K – – –
SWM
462
Spire Wealth Management
Virginia
$1.3K -$14.7K -310 -91%
PWMG
463
Prestige Wealth Management Group
New Jersey
$1.3K – – –
SIC
464
SJS Investment Consulting
Ohio
$1.26K – – –
SO
465
Sierra Ocean
California
$1.22K – – –
NFSG
466
Newbridge Financial Services Group
Florida
$1.17K – – –
DPW
467
DiNuzzo Private Wealth
Pennsylvania
$1.09K +$95 +2 +9%
GFPC
468
Global Financial Private Client
Florida
$999 +$710 +15 +188%
RA
469
Rise Advisors
New York
$967 -$18.2K -385 -95%
LFG
470
Larson Financial Group
Missouri
$782 +$710 +15 +500%
CFO
471
CVA Family Office
Colorado
$695 – – –
HFS
472
Hughes Financial Services
Virginia
$564 +$615 +13 New
SS
473
SBI Securities
Japan
$521 -$9.46K -200 -94%
BWL
474
Bogart Wealth LLC
Virginia
$478 -$946 -20 -65%
CH
475
Cromwell Holdings
Wyoming
$261 +$284 +6 New
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19
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