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StepStone Group

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
226
Bare Financial Services
Pennsylvania
$4.68K -$4.22K -73 -43%
RIL
227
Rothschild Investment LLC
Illinois
$4.34K -$1.39K -24 -21%
IA
228
IFP Advisors
Florida
$4.06K +$4.56K +79 +1,317%
CBT
229
Crews Bank & Trust
Florida
$4.06K +$4.91K +85 New
TWD
230
True Wealth Design
Ohio
$3.87K +$3.23K +56 +224%
MPWT
231
MassMutual Private Wealth & Trust
Connecticut
$3.48K +$58 +1 +1%
ZBNA
232
Zions Bancorporation, National Association
Utah
$3.25K +$3.93K +68 New
SL
233
Salomon & Ludwin
Virginia
$3.1K -$20.1K -348 -84%
KFAS
234
Keating Financial Advisory Services
Kansas
$2.96K +$3.35K +58 +1,450%
FPF
235
First Pacific Financial
Washington
$2.29K -$751 -13 -21%
WWM
236
Wolff Wiese Magana
California
$2.29K
TPWA
237
Twin Peaks Wealth Advisors
California
$2.05K +$2.48K +43 New
Northwestern Mutual Wealth Management
238
Northwestern Mutual Wealth Management
Wisconsin
$1.81K
FMII
239
Farmers & Merchants Investments Inc
Nebraska
$1.77K
MCM
240
MAI Capital Management
Ohio
$1.62K +$924 +16 +89%
AssetMark Inc
241
AssetMark Inc
California
$1.34K -$3.18K -55 -66%
PMAM
242
Picton Mahoney Asset Management
Ontario, Canada
$1.05K
BWL
243
Bogart Wealth LLC
Virginia
$1.05K +$1.27K +22 New
FFO
244
Fortitude Family Office
Arizona
$907 +$462 +8 +73%
HNB
245
Huntington National Bank
Ohio
$859 +$982 +17 +1,700%
SS
246
SBI Securities
Japan
$811
JWM
247
JPL Wealth Management
Colorado
$716 +$866 +15 New
CFO
248
CVA Family Office
Colorado
$620 +$751 +13 New
SIC
249
SJS Investment Consulting
Ohio
$525 +$520 +9 +450%
ASN
250
Advisory Services Network
Georgia
$525 +$635 +11 New