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Texas Capital Bancshares
TCBI

Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
301
Central Trust Company
Missouri
$7.59K – – –
ACM
302
Aquatic Capital Management
Illinois
$7.5K -$444K -4,556 -98%
CT
303
Clearstead Trust
Maine
$6.45K +$1.66K +17 +33%
JWA
304
JFS Wealth Advisors
Pennsylvania
$5.5K +$390 +4 +7%
KFAS
305
Keating Financial Advisory Services
Kansas
$4.46K +$1.76K +18 +62%
RF
306
Rossby Financial
Florida
$4.31K +$4.39K +45 New
BWA
307
Basecamp Wealth Advisors
Washington
$4.27K – – –
MFT
308
Moisand Fitzgerald Tamayo
Florida
$4.27K – – –
CFO
309
CVA Family Office
Colorado
$4.17K +$4.29K +44 New
FMII
310
Farmers & Merchants Investments Inc
Nebraska
$3.79K – – –
WA
311
WPG Advisers
Maryland
$3.7K -$2.24K -23 -37%
SIC
312
SJS Investment Consulting
Ohio
$3.61K +$585 +6 +19%
SS
313
SBI Securities
Japan
$3.04K – – –
LFG
314
Larson Financial Group
Missouri
$2.94K – – –
HI
315
Harbour Investments
Wisconsin
$2.85K – – –
LI
316
LRI Investments
Florida
$2.56K – – –
TFA
317
Transamerica Financial Advisors
Florida
$2.09K +$98 +1 +5%
PWMG
318
Prestige Wealth Management Group
New Jersey
$1.42K – – –
TPWA
319
Twin Peaks Wealth Advisors
California
$1.42K +$1.46K +15 New
HWP
320
Highline Wealth Partners
California
$1.33K – – –
DPW
321
DiNuzzo Private Wealth
Pennsylvania
$1.14K – – –
BHWM
322
Bay Harbor Wealth Management
Maryland
$1.14K +$585 +6 +100%
TM
323
Torren Management
California
$1.04K -$42.4K -435 -98%
AGWCA
324
Annis Gardner Whiting Capital Advisors
Florida
$1.04K – – –
CA
325
Clearstead Advisors
Ohio
$949 -$16.1K -165 -94%
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