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Goosehead Insurance

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
126
Advisory Services Network
Georgia
$246K +$278K +3,137 New
Barclays
127
Barclays
United Kingdom
$237K -$1.68M -18,961 -86%
BTWM
128
Baker Tilly Wealth Management
Wisconsin
$236K -$170K -1,913 -39%
Citigroup
129
Citigroup
New York
$230K -$302K -3,397 -54%
SCM
130
Silvant Capital Management
Georgia
$225K
P
131
&Partners
Tennessee
$220K +$88.8K +1,000 +56%
UBS Group
132
UBS Group
Switzerland
$219K -$279K -3,141 -53%
B
133
BloombergSen
Ontario, Canada
$216K +$244K +2,750 New
AWS
134
Atria Wealth Solutions
New York
$209K +$236K +2,657 New
Public Employees Retirement Association of Colorado
135
Public Employees Retirement Association of Colorado
Colorado
$198K
Zurich Cantonal Bank
136
Zurich Cantonal Bank
Switzerland
$183K
AB
137
Amalgamated Bank
New York
$181K -$13.6K -153 -6%
AF
138
Amalgamated Financial
New York
$181K +$204K +2,302 New
CAPTRUST Financial Advisors
139
CAPTRUST Financial Advisors
North Carolina
$177K +$145K +1,635 +265%
P8IP
140
Pier 88 Investment Partners
California
$176K
PFGIA
141
Patriot Financial Group Insurance Agency
Massachusetts
$157K
SG Americas Securities
142
SG Americas Securities
New York
$146K -$262K -2,955 -61%
AIP
143
Ameritas Investment Partners
Nebraska
$109K
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$94K +$2.31K +26 +2%
MLICM
145
Metropolitan Life Insurance Company (MetLife)
New York
$90.3K -$302K -3,404 -75%
Canada Life
146
Canada Life
Manitoba, Canada
$88K
Group One Trading
147
Group One Trading
Illinois
$59K +$67K +755 New
SPIA
148
Steward Partners Investment Advisory
New York
$35K -$31.7K -357 -45%
AF
149
Allworth Financial
California
$29K -$22.2K -250 -40%
CFO
150
CVA Family Office
Colorado
$24K