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Texas Capital Bancshares
TCBI

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
226
Evoke Wealth
California
$8.01K +$1.54K +27 +24%
GAM
227
Gemmer Asset Management
California
$8K – – –
CIA
228
CSat Investment Advisory
Michigan
$8K +$513 +9 +7%
LC
229
Lindbrook Capital
California
$7K -$14.6K -257 -66%
SFS
230
Sowell Financial Services
Arkansas
$6K – – –
SPIA
231
Steward Partners Investment Advisory
New York
$6K – – –
IFAM
232
Institutional & Family Asset Management
Colorado
$5K -$89.5K -1,570 -94%
SF
233
Synovus Financial
Georgia
$4K – – –
IA
234
IFP Advisors
Florida
$4K +$1.82K +32 +119%
GWM
235
Geneos Wealth Management
Colorado
$2K – – –
ST
236
Smithfield Trust
Pennsylvania
$2K – – –
TWA
237
TCI Wealth Advisors
Arizona
$2K – – –
CI
238
Cordant Inc
Oregon
$2K +$1.6K +28 New
SL
239
Savior LLC
Massachusetts
$2K +$1.6K +28 New
GFPC
240
Global Financial Private Client
Florida
$1.65K +$1.65K +29 New
APA
241
American Portfolios Advisors
New York
$1.42K – – –
PAM
242
Panagora Asset Management
Massachusetts
$1K -$266K -4,672 -100%
ASN
243
Advisory Services Network
Georgia
$1K – – –
CFA
244
Carroll Financial Associates
North Carolina
$1K – – –
EFSCE
245
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
GWS
246
Glassman Wealth Services
Virginia
$1K – – –
HGWM
247
Harvest Group Wealth Management
Massachusetts
$1K – – –
TFO
248
Tarbox Family Office
California
$1K – – –
BWM
249
BerganKDV Wealth Management
Minnesota
$1K +$741 +13 New
HIA
250
Harbor Investment Advisory
Maryland
$1K +$1.43K +25 New
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10
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