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OZK icon

Bank OZK

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
476
Gilpin Wealth Management
Colorado
$1.84K – – –
WIM
477
Westside Investment Management
California
$1.84K – – –
RWM
478
Raffa Wealth Management
District of Columbia
$1.79K +$47 +1 +3%
OCWP
479
Owl Creek Wealth Partners
Colorado
$1.65K +$1.7K +36 New
PWMG
480
Prestige Wealth Management Group
New Jersey
$1.38K – – –
JTBR
481
James T. Borello RIA
Illinois
$1.28K – – –
Bogart Wealth LLC
482
Bogart Wealth LLC
Virginia
$1.19K +$1.23K +26 New
AGWCA
483
Annis Gardner Whiting Capital Advisors
Florida
$1.15K +$1.18K +25 New
DPW
484
DiNuzzo Private Wealth
Pennsylvania
$1.1K – – –
AW
485
Avion Wealth
Texas
$1K – – –
WA
486
Westfuller Advisors
New York
$833 -$612 -13 -42%
RWM
487
Rialto Wealth Management
New York
$827 +$188 +4 +29%
TD Private Client Wealth
488
TD Private Client Wealth
New York
$734 -$36.3K -770 -98%
BHWM
489
Bay Harbor Wealth Management
Maryland
$734 +$188 +4 +33%
SouthState Corp
490
SouthState Corp
Florida
$689 – – –
CH
491
Cromwell Holdings
Wyoming
$688 – – –
TM
492
Torren Management
California
$636 – – –
HIA
493
HFM Investment Advisors
New Jersey
$505 +$94 +2 +22%
SS
494
Sunbelt Securities
Texas
$477 – – –
VWM
495
Vermillion Wealth Management
Minnesota
$459 +$471 +10 New
Harbour Investments
496
Harbour Investments
Wisconsin
$275 +$283 +6 New
MCM
497
MV Capital Management
Maryland
$230 +$94 +2 +67%
Bartlett & Co Wealth Management
498
Bartlett & Co Wealth Management
Ohio
$144 +$141 +3 New
CJ
499
Caitlin John
Michigan
$138 -$660 -14 -82%
DF
500
Dunhill Financial
United Kingdom
$111 – – –