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Texas Capital Bancshares
TCBI

Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
251
Mount Yale Investment Advisors
Colorado
$55K – – –
IA
252
IFP Advisors
Florida
$48K -$32.8K -338 -39%
KCPG
253
Kavar Capital Partners Group
Kansas
$46K – – –
QCG
254
Quadrant Capital Group
Ohio
$36K – – –
PCG
255
Private Capital Group
Connecticut
$35K -$15.4K -159 -29%
VCM
256
Versant Capital Management
Arizona
$35K – – –
LTFS
257
Ladenburg Thalmann Financial Services
Florida
$31K – – –
FHA
258
First Horizon Advisors
Tennessee
$25K -$3.88K -40 -13%
SMFS
259
Squar Milner Financial Services
California
$25K +$26.6K +275 New
X
260
Xponance
Pennsylvania
$24K – – –
QT
261
Quantbot Technologies
New York
$22K +$23.5K +242 New
LFA
262
Legacy Financial Advisors
Kentucky
$21K +$6.4K +66 +40%
GT
263
Glenmede Trust
Pennsylvania
$19K – – –
GAM
264
Gemmer Asset Management
California
$13K +$3.1K +32 +30%
FHA
265
Flagship Harbor Advisors
Massachusetts
$12K +$13.1K +135 New
HI
266
Harrington Investments
California
$11K – – –
FGAM
267
Financial Gravity Asset Management
Texas
$11K +$12.1K +125 New
LF
268
Lee Financial
Texas
$9K – – –
SIAS
269
Shine Investment Advisory Services
Colorado
$8K – – –
CTC
270
Central Trust Company
Missouri
$7K – – –
PGWM
271
Parisi Gray Wealth Management
New Jersey
$7K – – –
CHP
272
Cable Hill Partners
Oregon
$6K – – –
JA
273
JOYN Advisors
Georgia
$6K +$872 +9 +16%
WAM
274
Wealthspire Advisors (Maryland)
Maryland
$5K -$6.2K -64 -56%
FRA
275
Front Row Advisors
California
$5K – – –
9 10
11
12 13