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Goosehead Insurance
GSHD

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
201
International Assets Investment Management
Florida
$3.54K -$1.65K -40 -36%
IA
202
IFP Advisors
Florida
$3.4K +$2.35K +57 +438%
BWS
203
Buck Wealth Strategies
Colorado
$3.15K +$2.68K +65 New
SS
204
SBI Securities
Japan
$2.86K +$413 +10 +20%
AAM
205
Advisors Asset Management
Colorado
$2.72K – – –
WPA
206
West Paces Advisors
Georgia
$2.42K +$2.06K +50 New
KFAS
207
Keating Financial Advisory Services
Kansas
$2.38K -$83 -2 -4%
PWMG
208
Private Wealth Management Group
New Jersey
$2.23K -$3.42K -83 -64%
BWL
209
Bogart Wealth LLC
Virginia
$2.13K – – –
CAL
210
Capital Advisors Ltd
Ohio
$2K – – –
CCWM
211
Cassaday & Co Wealth Management
Virginia
$1.6K – – –
FAM
212
Fulcrum Asset Management
United Kingdom
$1.44K +$1.24K +30 New
BFS
213
Bare Financial Services
Pennsylvania
$1.21K -$784 -19 -43%
SHIM
214
Stone House Investment Management
Pennsylvania
$1.12K +$908 +22 +2,200%
AW
215
Avion Wealth
Texas
$1K +$1.11K +27 New
HI
216
Harbour Investments
Wisconsin
$970 – – –
CPG
217
Cornerstone Planning Group
New Jersey
$925 +$743 +18 New
SIC
218
SJS Investment Consulting
Ohio
$728 +$289 +7 +88%
FMII
219
Farmers & Merchants Investments Inc
Nebraska
$679 – – –
QL
220
Quarry LP
New York
$485 +$413 +10 New
PFBT
221
Parkside Financial Bank & Trust
Missouri
$291 -$165 -4 -40%
CA
222
Clearstead Advisors
Ohio
$291 +$248 +6 New
JWM
223
JPL Wealth Management
Colorado
$243 – – –
PMFA
224
Plante Moran Financial Advisors
Michigan
$194 +$165 +4 New
AWM
225
Abound Wealth Management
Tennessee
$97 – – –
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9
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