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Goosehead Insurance

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
226
JFS Wealth Advisors
Pennsylvania
$400 – – –
LC
227
Lindbrook Capital
California
$400 +$458 +6 New
PWMG
228
Prestige Wealth Management Group
New Jersey
$334 +$382 +5 New
CTA
229
Colonial Trust Advisors
South Carolina
$266 – – –
AWM
230
Abound Wealth Management
Tennessee
$200 – – –
SIC
231
SJS Investment Consulting
Ohio
$200 +$76 +1 +50%
PFBT
232
Parkside Financial Bank & Trust
Missouri
$134 – – –
DPW
233
DiNuzzo Private Wealth
Pennsylvania
$67 +$76 +1 New
TFM
234
TFC Financial Management
Massachusetts
$67 +$76 +1 New
DCM
235
Driehaus Capital Management
Illinois
– -$16.9M -223,447 Closed
William Blair Investment Management
236
William Blair Investment Management
Illinois
– -$13.3M -174,811 Closed
Jacobs Levy Equity Management
237
Jacobs Levy Equity Management
New Jersey
– -$3.44M -45,352 Closed
GIPM
238
G2 Investment Partners Management
New York
– -$2.28M -30,131 Closed
NA
239
Navellier & Associates
Nevada
– -$2.21M -29,106 Closed
GCM
240
Ghisallo Capital Management
Massachusetts
– -$1.9M -25,041 Closed
Norges Bank
241
Norges Bank
Norway
– -$1.64M -21,600 Closed
EAM
242
EFG Asset Management
Oregon
– -$1.35M -17,838 Closed
P8IP
243
Pier 88 Investment Partners
California
– -$1.23M -16,275 Closed
Voloridge Investment Management
244
Voloridge Investment Management
Florida
– -$1.21M -15,915 Closed
TFA
245
Toth Financial Advisory
Virginia
– -$1.13M -14,933 Closed
Two Sigma Investments
246
Two Sigma Investments
New York
– -$1.11M -14,700 Closed
PAM
247
Panagora Asset Management
Massachusetts
– -$1.11M -14,603 Closed
Calamos Advisors
248
Calamos Advisors
Illinois
– -$1.05M -13,879 Closed
WAM
249
Wakefield Asset Management
Colorado
– -$1.04M -13,730 Closed
JCIA
250
Jackson Creek Investment Advisors
Colorado
– -$991K -13,072 Closed