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Texas Capital Bancshares
TCBI

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
301
CX Institutional
Indiana
$11K +$10.3K +117 New
BBHC
302
Brown Brothers Harriman & Co
New York
$10.9K +$10.5K +120 New
PTC
303
Private Trust Company
Ohio
$9.69K – – –
KAS
304
Kemnay Advisory Services
New York
$9.6K +$9.31K +106 New
MAS
305
MPWM Advisory Solutions
Georgia
$9.05K – – –
TH
306
TCTC Holdings
Texas
$9.05K – – –
CJ
307
Caitlin John
Michigan
$9.05K +$8.78K +100 New
BTI
308
Blue Trust Inc
Georgia
$8.51K – – –
CTC
309
Central Trust Company
Missouri
$7.24K – – –
QL
310
Quarry LP
New York
$6.88K -$60.8K -692 -90%
PA
311
Parallel Advisors
California
$5.7K +$2.02K +23 +58%
FFO
312
Fortitude Family Office
Arizona
$5.61K -$2.37K -27 -30%
WA
313
WPG Advisers
Maryland
$5.61K – – –
AAP
314
Arax Advisory Partners
Colorado
$5.34K -$1.98M -22,504 -100%
JWA
315
JFS Wealth Advisors
Pennsylvania
$4.89K +$1.23K +14 +35%
CT
316
Clearstead Trust
Maine
$4.62K +$4.48K +51 New
MFT
317
Moisand Fitzgerald Tamayo
Florida
$4.08K – – –
SAG
318
SageView Advisory Group
California
$4.08K +$3.95K +45 New
BWA
319
Basecamp Wealth Advisors
Washington
$4.07K +$3.95K +45 New
FMII
320
Farmers & Merchants Investments Inc
Nebraska
$3.62K +$176 +2 +5%
SIC
321
SJS Investment Consulting
Ohio
$2.9K +$2.28K +26 +433%
SS
322
SBI Securities
Japan
$2.9K +$1.49K +17 +113%
LFG
323
Larson Financial Group
Missouri
$2.81K +$878 +10 +48%
HI
324
Harbour Investments
Wisconsin
$2.72K – – –
KFAS
325
Keating Financial Advisory Services
Kansas
$2.63K +$2.55K +29 New
11 12
13
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