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Texas Capital Bancshares
TCBI

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
251
First Horizon Advisors
Tennessee
$30K – – –
X
252
Xponance
Pennsylvania
$30K +$26.7K +308 New
WA
253
Winfield Associates
Ohio
$20K – – –
WAM
254
Wealthspire Advisors (Maryland)
Maryland
$19K +$1.47K +17 +9%
GT
255
Glenmede Trust
Pennsylvania
$18K – – –
MIFH
256
Migdal Insurance & Financial Holdings
Israel
$17K -$82K -946 -83%
CHP
257
Cable Hill Partners
Oregon
$17K – – –
TCOV
258
Trust Company of Vermont
Vermont
$14K – – –
LFA
259
Legacy Financial Advisors
Kentucky
$14K +$14.2K +164 New
TRCT
260
Tower Research Capital (TRC)
New York
$12K -$519K -5,986 -98%
MOS
261
MGO One Seven
Ohio
$11K +$10.8K +125 New
PMFA
262
Plante Moran Financial Advisors
Michigan
$10K +$1.21K +14 +14%
STA
263
Summit Trail Advisors
New York
$9K +$8.4K +97 New
GAM
264
Gemmer Asset Management
California
$8K – – –
LF
265
Lee Financial
Texas
$8K – – –
SIAS
266
Shine Investment Advisory Services
Colorado
$8K – – –
PGWM
267
Parisi Gray Wealth Management
New Jersey
$7K +$6.24K +72 New
WT
268
Whittier Trust
California
$6K – – –
CTC
269
Central Trust Company
Missouri
$6K +$6.33K +73 New
PGA
270
Premia Global Advisors
Florida
$6K +$6.5K +75 New
WCBA
271
Weaver C. Barksdale & Associates
Tennessee
$5K -$260 -3 -5%
DBT
272
Dubuque Bank & Trust
Iowa
$5K – – –
BL
273
Balentine LLC
Georgia
$4K – – –
GWM
274
Geneos Wealth Management
Colorado
$4K – – –
WTC
275
WhitTier Trust Company
Nevada
$4K – – –
9 10
11
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