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OZK icon

Bank OZK

Name Holding Trade Value Shares
Change
Change in
Stake
HIA
501
Harbor Investment Advisory
Maryland
$2.45K – – –
MFT
502
Moisand Fitzgerald Tamayo
Florida
$1.94K – – –
RWM
503
Raffa Wealth Management
District of Columbia
$1.94K – – –
CPG
504
Cornerstone Planning Group
New Jersey
$1.78K – – –
JWA
505
JFS Wealth Advisors
Pennsylvania
$1.73K – – –
WA
506
Westfuller Advisors
New York
$1.54K +$1.53K +30 New
PWMG
507
Prestige Wealth Management Group
New Jersey
$1.53K – – –
SS
508
Sunbelt Securities
Texas
$1.49K +$1.48K +29 New
NFSG
509
Newbridge Financial Services Group
Florida
$1.38K – – –
DPW
510
DiNuzzo Private Wealth
Pennsylvania
$1.31K – – –
RA
511
Rise Advisors
New York
$1.24K – – –
AW
512
Avion Wealth
Texas
$1K – – –
CCM
513
Cloud Capital Management
Washington
$1K +$1.48K +29 New
SBI Securities
514
SBI Securities
Japan
$816 +$204 +4 +33%
CH
515
Cromwell Holdings
Wyoming
$765 – – –
SouthState Corp
516
SouthState Corp
Florida
$765 – – –
RWM
517
Rialto Wealth Management
New York
$612 +$204 +4 +50%
HIA
518
HFM Investment Advisors
New Jersey
$510 – – –
FC
519
Financial Consulate
Maryland
$510 +$511 +10 New
BHWM
520
Bay Harbor Wealth Management
Maryland
$509 +$255 +5 +100%
TPBG
521
Turning Point Benefit Group
Maryland
$202 +$204 +4 New
MCM
522
MV Capital Management
Maryland
$153 – – –
AGWCA
523
Annis Gardner Whiting Capital Advisors
Florida
$102 +$102 +2 New
RWS
524
Retirement Wealth Solutions
Wisconsin
$56 – – –
TIM
525
Tortoise Investment Management
New York
$51 +$51 +1 New