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Guidewire Software

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
351
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
O'Shaughnessy Asset Management
352
O'Shaughnessy Asset Management
Connecticut
$4K -$728 -7 -18%
Bank Julius Baer & Co
353
Bank Julius Baer & Co
Switzerland
$4K +$104 +1 +3%
LC
354
Lindbrook Capital
California
$4K +$2.39K +23 +192%
CFO
355
CVA Family Office
Colorado
$4K +$3.53K +34 New
EFSCE
356
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
RIM
357
Ranger Investment Management
Texas
$3K – – –
SL
358
Savior LLC
Massachusetts
$3K – – –
MassMutual Private Wealth & Trust
359
MassMutual Private Wealth & Trust
Connecticut
$3K +$2.6K +25 New
CG
360
Cutler Group
California
$2K -$101K -973 -98%
Allworth Financial
361
Allworth Financial
California
$2K – – –
MAM
362
Meeder Asset Management
Ohio
$2K – – –
ZB
363
Zions Bancorporation
Utah
$2K – – –
BAM
364
Bellevue Asset Management
Washington
$2K +$208 +2 +11%
SFO
365
Standard Family Office
South Dakota
$2K +$1.77K +17 New
WPA
366
West Paces Advisors
Georgia
$1.92K +$1.77K +17 New
BWM
367
BerganKDV Wealth Management
Minnesota
$1K -$312 -3 -38%
AFS
368
Annapolis Financial Services
Maryland
$1K – – –
PCTC
369
Perkins Coie Trust Company
Washington
$1K +$1.14K +11 New
SWM
370
Selective Wealth Management
Virginia
$1K +$1.14K +11 New
JSP
371
Jackson Square Partners
California
– -$173M -1,706,903 Closed
Soroban Capital Partners
372
Soroban Capital Partners
New York
– -$114M -1,125,221 Closed
Nikko Asset Management Americas
373
Nikko Asset Management Americas
New York
– -$60.5M -595,298 Closed
ARK Investment Management
374
ARK Investment Management
Florida
– -$41.6M -409,367 Closed
First Trust Advisors
375
First Trust Advisors
Illinois
– -$7.18M -70,669 Closed