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Texas Capital Bancshares

Name Holding Trade Value Shares
Change
Change in
Stake
WETS
351
Wealth Enhancement Trust Services
South Dakota
$1.55K +$1.5K +15 New
HWP
352
Highline Wealth Partners
California
$1.45K – – –
DPW
353
DiNuzzo Private Wealth
Pennsylvania
$1.24K – – –
BHWM
354
Bay Harbor Wealth Management
Maryland
$1.24K – – –
TM
355
Torren Management
California
$1.14K – – –
RWM
356
Rialto Wealth Management
New York
$1.14K +$502 +5 +83%
QL
357
Quarry LP
New York
$1.14K +$1.1K +11 New
SPIA
358
Steward Partners Investment Advisory
New York
$1.14K +$1.1K +11 New
C
359
Covestor
United Kingdom
$1K +$702 +7 +350%
HIA
360
HFM Investment Advisors
New Jersey
$930 +$502 +5 +125%
ZBNA
361
Zions Bancorporation, National Association
Utah
$826 – – –
SWM
362
Spire Wealth Management
Virginia
$723 – – –
SEP
363
Signature Equity Partners
Ohio
$620 +$100 +1 +20%
FMP
364
Financial Management Professionals
Texas
$516 – – –
HNB
365
Huntington National Bank
Ohio
$516 +$401 +4 +400%
SHIM
366
Stone House Investment Management
Pennsylvania
$310 – – –
SWM
367
SHP Wealth Management
Massachusetts
$310 +$301 +3 New
DF
368
DecisionPoint Financial
Arizona
$210 +$201 +2 New
PWPS
369
Pinnacle Wealth Planning Services
Ohio
$207 – – –
MCA
370
Maryland Capital Advisors
Maryland
$104 +$100 +1 New
HFS
371
Hughes Financial Services
Virginia
$103 – – –
RWM
372
Raffa Wealth Management
District of Columbia
$103 – – –
BWS
373
Buck Wealth Strategies
Colorado
$103 +$100 +1 New
FGP
374
Freestone Grove Partners
California
– -$35.3M -371,595 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
375
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$18.4M -193,836 Closed