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StepStone Group

Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
226
UBS AM
Illinois
$2.48K -$11.7M -192,264 -100%
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
$2.48K – – –
FMII
228
Farmers & Merchants Investments Inc
Nebraska
$2.42K – – –
NC
229
North Capital
Utah
$1.83K – – –
TWD
230
True Wealth Design
Ohio
$1.63K – – –
WT
231
Whittier Trust
California
$1.21K – – –
SS
232
SBI Securities
Japan
$1.11K -$61 -1 -6%
PMAM
233
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
JWM
234
JPL Wealth Management
Colorado
$980 +$915 +15 New
PWA
235
Physician Wealth Advisors
Utah
$719 – – –
SC
236
SouthState Corp
Florida
$719 – – –
FFO
237
Fortitude Family Office
Arizona
$718 – – –
SHIM
238
Stone House Investment Management
Pennsylvania
$718 +$671 +11 New
HFS
239
Hughes Financial Services
Virginia
$683 – – –
RWM
240
Rialto Wealth Management
New York
$654 – – –
GA
241
Guerra Advisors
Florida
$653 +$610 +10 New
CT
242
Clearstead Trust
Maine
$523 – – –
JWA
243
JFS Wealth Advisors
Pennsylvania
$458 – – –
IA
244
IFP Advisors
Florida
$392 +$366 +6 New
HNB
245
Huntington National Bank
Ohio
$326 – – –
DPW
246
DiNuzzo Private Wealth
Pennsylvania
$311 – – –
AGWCA
247
Annis Gardner Whiting Capital Advisors
Florida
$262 – – –
EP
248
Essential Partners
California
$261 – – –
AWM
249
Abound Wealth Management
Tennessee
$196 – – –
ASN
250
Advisory Services Network
Georgia
$196 +$183 +3 New