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Goosehead Insurance

Name Holding Trade Value Shares
Change
Change in
Stake
IA
201
IFP Advisors
Florida
$555 -$224 -4 -24%
MCM
202
Manchester Capital Management
Vermont
$555 +$727 +13 New
MTIC
203
Missouri Trust & Investment Company
Missouri
$512
PFBT
204
Parkside Financial Bank & Trust
Missouri
$428 -$2.85K -51 -84%
SIC
205
SJS Investment Consulting
Ohio
$342 +$56 +1 +14%
KG
206
Kilter Group
New York
$256 +$336 +6 New
JWM
207
JPL Wealth Management
Colorado
$214 +$280 +5 New
RFP
208
Root Financial Partners
California
$128 -$4.25K -76 -96%
JWA
209
JFS Wealth Advisors
Pennsylvania
$128 -$336 -6 -67%
EP
210
Essential Partners
California
$128 +$112 +2 +200%
AWM
211
Abound Wealth Management
Tennessee
$86
BTI
212
Blue Trust Inc
Georgia
$85 -$168 -3 -60%
GFA
213
Godfrey Financial Associates
New York
$85
HFS
214
Hughes Financial Services
Virginia
$43 -$671 -12 -92%
CMA
215
Cedar Mountain Advisors
Oregon
$43 +$56 +1 New
CFO
216
CVA Family Office
Colorado
$43 +$56 +1 New
GIA
217
GHP Investment Advisors
Colorado
$43 +$56 +1 New
SHIM
218
Stone House Investment Management
Pennsylvania
$43 +$56 +1 New
Balyasny Asset Management
219
Balyasny Asset Management
Illinois
-$58.3M -791,399 Closed
3CP
220
3G Capital Partners
New York
-$16.6M -225,000 Closed
LIP
221
Lighthouse Investment Partners
Florida
-$8.86M -120,303 Closed
Select Equity Group
222
Select Equity Group
New York
-$8.31M -112,809 Closed
SBH
223
Segall Bryant & Hamill
Illinois
-$7.47M -101,399 Closed
AAS
224
Annex Advisory Services
Wisconsin
-$6.42M -87,158 Closed
Jacobs Levy Equity Management
225
Jacobs Levy Equity Management
New Jersey
-$5.89M -79,936 Closed