Filing Research | WTBA - West Bancorporation INC Institutional Holdings

Snapshot holdings

24 / 24 loaded

#		Instrument	quantity
1	WEST BANCORPORATION INC	Shares	415.4KSH	$11.0M
2	Foster Group, Inc.	Shares	30.7KSH	$813.6K
3	LexAurum Advisors, LLC	Shares	25.0KSH	$663.1K
4	Independent Wealth Network Inc.	Shares	14.8KSH	$392.5K
5	Sequoia Financial Advisors, LLC	Shares	11.2KSH	$296.8K
6	DMKC Advisory Services, LLC	Shares	10.5KSH	$278.6K
7	City State Bank	Shares	7.6KSH	$200.4K
8	Police & Firemen's Retirement System of New Jersey	Shares	3.9KSH	$104.0K
9	Versant Capital Management, Inc	Shares	701SH	$18.6K
10	GAMMA Investing LLC	Shares	519SH	$13.8K
11	Farther Finance Advisors, LLC	Shares	259SH	$6.9K
12	TOWER TRUST & INVESTMENT Co	Shares	155SH	$4.1K
13	JNBA Financial Advisors	Shares	100SH	$2.7K
14	EverSource Wealth Advisors, LLC	Shares	60SH	$1.6K
15	MassMutual Private Wealth & Trust, FSB	Shares	58SH	$1.5K
16	IFP Advisors, Inc	Shares	56SH	$1.5K
17	True Wealth Design, LLC	Shares	17SH	$452
18	SIGNATUREFD, LLC	Shares	9SH	$239
19	Hughes Financial Services, LLC	Shares	6SH	$159
20	Wealth Enhancement Trust Services, Inc.	Shares	3SH	$80
21	SBI Securities Co., Ltd.	Shares	2SH	$53
22	SJS Investment Consulting Inc.	Shares	1SH	$27
23	State of Alaska, Department of Revenue	Shares	769SH	$20
24	Capital Advisors, Ltd. LLC	Shares	123SH	$3

Manager changes2026-06-30 vs 2026-03-31

24 / 24 loaded

#		Instrument
1	WEST BANCORPORATION INC trimmed	Shares	-2.8K	+$1.1M	$11.0M
2	Foster Group, Inc. unchanged	Shares	0	+$84.0K	$813.6K
3	LexAurum Advisors, LLC added	Shares	+240	+$74.2K	$663.1K
4	Independent Wealth Network Inc. added	Shares	+97	+$42.8K	$392.5K
5	Sequoia Financial Advisors, LLC added	Shares	+448	+$41.3K	$296.8K
6	DMKC Advisory Services, LLC unchanged	Shares	0	+$28.8K	$278.6K
7	City State Bank unchanged	Shares	0	+$20.7K	$200.4K
8	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$10.7K	$104.0K
9	Versant Capital Management, Inc unchanged	Shares	0	+$1.9K	$18.6K
10	IFP Advisors, Inc added	Shares	+48	+$1.3K	$1.5K
11	Farther Finance Advisors, LLC added	Shares	+8	+$812	$6.9K
12	GAMMA Investing LLC trimmed	Shares	-29	+$732	$13.8K
13	TOWER TRUST & INVESTMENT Co unchanged	Shares	0	+$425	$4.1K
14	JNBA Financial Advisors unchanged	Shares	0	+$274	$2.7K
15	Hughes Financial Services, LLC new	Shares	+6	+$159	$159
16	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$159	$1.5K
17	Wealth Enhancement Trust Services, Inc. new	Shares	+3	+$80	$80
18	True Wealth Design, LLC added	Shares	+1	+$71	$452
19	SJS Investment Consulting Inc. new	Shares	+1	+$27	$27
20	SIGNATUREFD, LLC unchanged	Shares	0	+$25	$239
21	SBI Securities Co., Ltd. unchanged	Shares	0	+$5	$53
22	State of Alaska, Department of Revenue unchanged	Shares	0	+$2	$20
23	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$3
24	EverSource Wealth Advisors, LLC trimmed	Shares	-382	-$8.9K	$1.6K