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Texas Capital Bancshares

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
251
Plante Moran Financial Advisors
Michigan
$9K – – –
LF
252
Lee Financial
Texas
$8K -$388 -5 -5%
SIAS
253
Shine Investment Advisory Services
Colorado
$8K – – –
MFW
254
Mosaic Family Wealth
Missouri
$8K +$6.99K +90 New
HMS
255
Hanseatic Management Services
New Mexico
$7K -$822K -10,580 -99%
GAM
256
Gemmer Asset Management
California
$7K -$1.09K -14 -14%
DBT
257
Dubuque Bank & Trust
Iowa
$5K -$43.5K -560 -91%
IA
258
IFP Advisors
Florida
$5K -$1.79K -23 -28%
OFW
259
Omnia Family Wealth
Florida
$5K – – –
WT
260
Whittier Trust
California
$5K – – –
WCBA
261
Weaver C. Barksdale & Associates
Tennessee
$5K +$388 +5 +9%
LWA
262
Lenox Wealth Advisors
New York
$5K +$4.27K +55 New
BL
263
Balentine LLC
Georgia
$4K – – –
GWM
264
Geneos Wealth Management
Colorado
$4K – – –
WTC
265
WhitTier Trust Company
Nevada
$4K – – –
ASN
266
Advisory Services Network
Georgia
$3K – – –
TWA
267
TCI Wealth Advisors
Arizona
$3K – – –
EA
268
Edge Advisors
Georgia
$3K +$2.72K +35 New
DAM
269
Delta Asset Management
Tennessee
$1K +$1.24K +16 New
Fidelity Investments
270
Fidelity Investments
Massachusetts
– -$20M -258,400 Closed
BCM
271
Basswood Capital Management
New York
– -$14M -180,800 Closed
PCM
272
Peregrine Capital Management
Minnesota
– -$9.52M -122,938 Closed
MLICM
273
Metropolitan Life Insurance Company (MetLife)
New York
– -$6.15M -79,432 Closed
NIP
274
Nicholas Investment Partners
California
– -$5.46M -70,615 Closed
CM
275
Crestline Management
Texas
– -$3.02M -39,000 Closed