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Goosehead Insurance

Name Holding Trade Value Shares
Change
Change in
Stake
RWPA
251
Richard W. Paul & Associates
Michigan
$1.18K -$2.4K -22 -67%
SWM
252
Spire Wealth Management
Virginia
$1.1K +$1.09K +10 New
JWA
253
JFS Wealth Advisors
Pennsylvania
$1.07K – – –
GWM
254
Geneos Wealth Management
Colorado
$965 +$983 +9 New
MPWT
255
MassMutual Private Wealth & Trust
Connecticut
$965 +$983 +9 New
CA
256
Continuum Advisory
Idaho
$751 – – –
NS
257
NBC Securities
Alabama
$733 -$886K -8,116 -100%
HNB
258
Huntington National Bank
Ohio
$643 -$3.27K -30 -83%
WA
259
WPG Advisers
Maryland
$643 +$655 +6 New
SIC
260
SJS Investment Consulting
Ohio
$322 -$218 -2 -40%
IA
261
IFP Advisors
Florida
$322 – – –
AWM
262
Abound Wealth Management
Tennessee
$215 – – –
PFBT
263
Parkside Financial Bank & Trust
Missouri
$215 – – –
CAS
264
Coppell Advisory Solutions
Texas
$208 – – –
AssetMark Inc
265
AssetMark Inc
California
$107 +$109 +1 New
GFPC
266
Global Financial Private Client
Florida
$107 +$109 +1 New
ECM
267
ExodusPoint Capital Management
New York
– -$2.61M -29,243 Closed
VA
268
Vident Advisory
Georgia
– -$1.9M -21,230 Closed
BCM
269
Bayesian Capital Management
New York
– -$297K -3,323 Closed
Acadian Asset Management
270
Acadian Asset Management
Massachusetts
– -$283K -3,171 Closed
BHCM
271
Brevan Howard Capital Management
Jersey
– -$279K -3,128 Closed
ECM
272
Everence Capital Management
Indiana
– -$274K -3,070 Closed
WAM
273
Weiss Asset Management
Massachusetts
– -$244K -2,737 Closed
SRL
274
Scientech Research LLC
New Jersey
– -$229K -2,565 Closed
EC
275
EntryPoint Capital
New York
– -$210K -2,351 Closed