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StepStone Group

Name Holding Trade Value Shares
Change
Change in
Stake
AF
226
Allworth Financial
California
$3.63K +$620 +10 +21%
AWM
227
Avior Wealth Management
Nebraska
$3.53K -$496 -8 -12%
PAI
228
Pittenger & Anderson Inc
Nebraska
$3.42K +$3.66K +59 New
HNW
229
High Note Wealth
Minnesota
$3.3K +$3.53K +57 New
Jones Financial Companies
230
Jones Financial Companies
Missouri
$3.01K
VWM
231
Venturi Wealth Management
Texas
$2.89K
WWM
232
Wolff Wiese Magana
California
$2.78K
QL
233
Quarry LP
New York
$2.37K +$2.54K +41 New
EWA
234
EverSource Wealth Advisors
Alabama
$2.14K -$30.1K -485 -93%
WT
235
Whittier Trust
California
$2.08K -$7.87K -127 -78%
Fifth Third Bancorp
236
Fifth Third Bancorp
Ohio
$2.03K
SS
237
SBI Securities
Japan
$1.56K +$1.67K +27 New
AAP
238
Arax Advisory Partners
Colorado
$1.5K
BIG
239
Brooklyn Investment Group
New York
$1.45K +$1.55K +25 New
FFO
240
Fortitude Family Office
Arizona
$1.1K
MPWT
241
MassMutual Private Wealth & Trust
Connecticut
$1.04K +$1.11K +18 New
PMAM
242
Picton Mahoney Asset Management
Ontario, Canada
$1K
JWA
243
JFS Wealth Advisors
Pennsylvania
$869
CA
244
CoreCap Advisors
Michigan
$463 +$496 +8 New
VHAM
245
Van Hulzen Asset Management
California
$406 +$434 +7 New
PFBT
246
Parkside Financial Bank & Trust
Missouri
$348 +$372 +6 New
DPW
247
DiNuzzo Private Wealth
Pennsylvania
$290
SIC
248
SJS Investment Consulting
Ohio
$290
WCM
249
WealthTrak Capital Management
Virginia
$290 +$310 +5 New
AWM
250
Abound Wealth Management
Tennessee
$232