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Bank OZK

Name Holding Trade Value Shares
Change
Change in
Stake
WA
501
Whipplewood Advisors
Colorado
$1.41K -$7.11K -146 -84%
SC
502
SouthState Corp
Florida
$1.35K +$536 +11 +73%
JWM
503
JPL Wealth Management
Colorado
$1.35K +$1.27K +26 New
DPW
504
DiNuzzo Private Wealth
Pennsylvania
$1.25K
BHWM
505
Bay Harbor Wealth Management
Maryland
$1.15K +$292 +6 +38%
HIA
506
HFM Investment Advisors
New Jersey
$990 +$390 +8 +73%
WA
507
Westfuller Advisors
New York
$955
TPCW
508
TD Private Client Wealth
New York
$833
CH
509
Cromwell Holdings
Wyoming
$781
TM
510
Torren Management
California
$729
HFS
511
Horizon Financial Services
North Carolina
$729 +$682 +14 New
CFM
512
Cornerstone Financial Management
Massachusetts
$573 +$536 +11 New
SGFG
513
Silver Grove Financial Group
New York
$521 +$487 +10 New
SWM
514
Spire Wealth Management
Virginia
$521 +$487 +10 New
SIM
515
Synergy Investment Management
Florida
$464 +$438 +9 New
BF
516
BOK Financial
Oklahoma
$365 +$341 +7 New
HI
517
Harbour Investments
Wisconsin
$313
MCM
518
MV Capital Management
Maryland
$261
DF
519
DecisionPoint Financial
Arizona
$212 +$195 +4 New
AWM
520
Activest Wealth Management
Florida
$208 +$195 +4 New
CJ
521
Caitlin John
Michigan
$156
DF
522
Dunhill Financial
United Kingdom
$126
MCA
523
Maryland Capital Advisors
Maryland
$105 +$97 +2 New
PWA
524
Principia Wealth Advisory
Texas
$104 +$49 +1 +100%
PS
525
Planning Strategies
Pennsylvania
$104 +$97 +2 New