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Bank OZK

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
501
Rialto Wealth Management
New York
$1.82K +$828 +17 +94%
PWMG
502
Prestige Wealth Management Group
New Jersey
$1.56K – – –
WA
503
Whipplewood Advisors
Colorado
$1.41K -$7.11K -146 -84%
SC
504
SouthState Corp
Florida
$1.35K +$536 +11 +73%
JWM
505
JPL Wealth Management
Colorado
$1.35K +$1.27K +26 New
DPW
506
DiNuzzo Private Wealth
Pennsylvania
$1.25K – – –
BHWM
507
Bay Harbor Wealth Management
Maryland
$1.15K +$292 +6 +38%
HIA
508
HFM Investment Advisors
New Jersey
$990 +$390 +8 +73%
WA
509
Westfuller Advisors
New York
$955 – – –
TPCW
510
TD Private Client Wealth
New York
$833 – – –
CH
511
Cromwell Holdings
Wyoming
$781 – – –
TM
512
Torren Management
California
$729 – – –
HFS
513
Horizon Financial Services
North Carolina
$729 +$682 +14 New
CFM
514
Cornerstone Financial Management
Massachusetts
$573 +$536 +11 New
SGFG
515
Silver Grove Financial Group
New York
$521 +$487 +10 New
SWM
516
Spire Wealth Management
Virginia
$521 +$487 +10 New
SIM
517
Synergy Investment Management
Florida
$464 +$438 +9 New
BF
518
BOK Financial
Oklahoma
$365 +$341 +7 New
HI
519
Harbour Investments
Wisconsin
$313 – – –
MCM
520
MV Capital Management
Maryland
$261 – – –
DF
521
DecisionPoint Financial
Arizona
$212 +$195 +4 New
AWM
522
Activest Wealth Management
Florida
$208 +$195 +4 New
CJ
523
Caitlin John
Michigan
$156 – – –
DF
524
Dunhill Financial
United Kingdom
$126 – – –
MCA
525
Maryland Capital Advisors
Maryland
$105 +$97 +2 New