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Texas Capital Bancshares

Name Holding Trade Value Shares
Change
Change in
Stake
LF
251
Lee Financial
Texas
$9K
APP
252
Avantax Planning Partners
Iowa
$9K +$8.91K +95 New
SIAS
253
Shine Investment Advisory Services
Colorado
$8K
CTC
254
Central Trust Company
Missouri
$7K
PGWM
255
Parisi Gray Wealth Management
New Jersey
$7K
WTB
256
Washington Trust Bank
Washington
$7K +$7.5K +80 New
CHP
257
Cable Hill Partners
Oregon
$6K -$10.5K -112 -62%
WT
258
Whittier Trust
California
$6K
PMFA
259
Plante Moran Financial Advisors
Michigan
$5K -$5.72K -61 -52%
PGA
260
Premia Global Advisors
Florida
$5K -$1.5K -16 -21%
JA
261
JOYN Advisors
Georgia
$5K +$5.16K +55 New
GWM
262
Geneos Wealth Management
Colorado
$4K
ST
263
Smithfield Trust
Pennsylvania
$4K
FRA
264
Front Row Advisors
California
$4K +$4.69K +50 New
ASN
265
Advisory Services Network
Georgia
$3K
TWA
266
TCI Wealth Advisors
Arizona
$3K
ACS
267
Archford Capital Strategies
Illinois
$3K +$3.1K +33 New
EA
268
Edge Advisors
Georgia
$2K
MPWT
269
MassMutual Private Wealth & Trust
Connecticut
$1.17K
HMS
270
Hanseatic Management Services
New Mexico
$1K
WF
271
WealthTrust Fairport
Ohio
$1K +$750 +8 New
CAW
272
Cornerstone Advisors (Washington)
Washington
$1K +$1.03K +11 New
LWA
273
Lenox Wealth Advisors
New York
$1K +$1.31K +14 New
Massachusetts Financial Services
274
Massachusetts Financial Services
Massachusetts
-$24.6M -277,033 Closed
CC
275
Carlson Capital
Texas
-$24.3M -272,915 Closed