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Goosehead Insurance

Name Holding Trade Value Shares
Change
Change in
Stake
FGP
176
Freestone Grove Partners
California
$281K +$287K +2,625 New
SA
177
Sanctuary Advisors
Indiana
$279K -$22.7K -208 -8%
MBTD
178
Mechanics Bank - Trust Department
California
$274K +$11.9K +109 +4%
Public Employees Retirement Association of Colorado
179
Public Employees Retirement Association of Colorado
Colorado
$271K
OQS
180
Occudo Quantitative Strategies
Florida
$255K +$260K +2,379 New
LPL Financial
181
LPL Financial
California
$251K +$255K +2,340 New
AQR Capital Management
182
AQR Capital Management
Connecticut
$250K +$255K +2,333 New
Cambridge Investment Research Advisors
183
Cambridge Investment Research Advisors
Iowa
$250K +$255K +2,332 New
CCA
184
Cottonwood Capital Advisors
Utah
$249K +$254K +2,322 New
ET
185
Entropy Technologies
New York
$247K +$252K +2,306 New
AIP
186
Ameritas Investment Partners
Nebraska
$244K
WAG
187
Wallace Advisory Group
California
$244K +$298K +2,732 New
TRCT
188
Tower Research Capital (TRC)
New York
$239K +$116K +1,063 +91%
Vanguard Personalized Indexing Management
189
Vanguard Personalized Indexing Management
California
$233K +$238K +2,176 New
CWM
190
CIBC World Markets
New York
$225K +$230K +2,103 New
Creative Planning
191
Creative Planning
Kansas
$215K +$219K +2,008 New
SAI
192
Systematic Alpha Investments
New Jersey
$214K +$218K +2,000 New
PMA
193
Prudent Man Advisors
Illinois
$214K +$218K +1,996 New
CIBC Private Wealth Group
194
CIBC Private Wealth Group
Georgia
$210K
Fidelity Investments
195
Fidelity Investments
Massachusetts
$170K +$15.6K +143 +10%
NAAA
196
New Age Alpha Advisors
New York
$148K +$150K +1,376 New
PNC Financial Services Group
197
PNC Financial Services Group
Pennsylvania
$129K +$3.38K +31 +3%
CIAM
198
Caitong International Asset Management
Hong Kong
$127K +$130K +1,188 New
HIA
199
Harbor Investment Advisory
Maryland
$122K -$18.1K -166 -13%
KBC Group
200
KBC Group
Belgium
$98K