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StepStone Group

Name Holding Trade Value Shares
Change
Change in
Stake
FPF
226
First Pacific Financial
Washington
$3.92K +$3.86K +61 New
SC
227
SouthState Corp
Florida
$3.21K +$2.47K +39 +355%
WWM
228
Wolff Wiese Magana
California
$3.08K
C
229
Covestor
United Kingdom
$3K +$2.4K +38 +1,267%
PFBT
230
Parkside Financial Bank & Trust
Missouri
$2.76K +$63 +1 +2%
Northwestern Mutual Wealth Management
231
Northwestern Mutual Wealth Management
Wisconsin
$2.44K
FMII
232
Farmers & Merchants Investments Inc
Nebraska
$2.37K
TWD
233
True Wealth Design
Ohio
$1.6K
PMAM
234
Picton Mahoney Asset Management
Ontario, Canada
$1.41K
WT
235
Whittier Trust
California
$1.27K
MCM
236
MAI Capital Management
Ohio
$1.16K +$1.14K +18 New
GSWM
237
Golden State Wealth Management
California
$1.16K +$1.14K +18 New
SS
238
SBI Securities
Japan
$1.09K
PWA
239
Physician Wealth Advisors
Utah
$1.09K +$379 +6 +55%
FFO
240
Fortitude Family Office
Arizona
$706
HFS
241
Hughes Financial Services
Virginia
$706
SHIM
242
Stone House Investment Management
Pennsylvania
$706
AW
243
Ankerstar Wealth
Texas
$706 +$696 +11 New
RWM
244
Rialto Wealth Management
New York
$642
JWA
245
JFS Wealth Advisors
Pennsylvania
$450
GWM
246
Gilpin Wealth Management
Colorado
$450 +$443 +7 New
IA
247
IFP Advisors
Florida
$385
TCM
248
TD Capital Management
Tennessee
$322 +$316 +5 New
DPW
249
DiNuzzo Private Wealth
Pennsylvania
$321
AGWCA
250
Annis Gardner Whiting Capital Advisors
Florida
$257