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StepStone Group

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
251
Prestige Wealth Management Group
New Jersey
$621 +$495 +10 +200%
ZBNA
252
Zions Bancorporation, National Association
Utah
$620 -$2.62K -53 -78%
PWA
253
Physician Wealth Advisors
Utah
$455 +$544 +11 New
AW
254
Ankerstar Wealth
Texas
$372 +$445 +9 New
EP
255
Essential Partners
California
$331 -$34.2K -690 -99%
SGFG
256
Silver Grove Financial Group
New York
$331 +$396 +8 New
APFP
257
Action Point Financial Planning
Michigan
$330 +$396 +8 New
CCMI
258
Creative Capital Management Investments
California
$290 +$346 +7 New
HIA
259
HFM Investment Advisors
New Jersey
$249 +$297 +6 New
PMFA
260
Plante Moran Financial Advisors
Michigan
$248 +$297 +6 New
GWM
261
Gilpin Wealth Management
Colorado
$207 +$247 +5 New
DPW
262
DiNuzzo Private Wealth
Pennsylvania
$166 +$198 +4 New
DCM
263
Davis Capital Management
Florida
$165 +$198 +4 New
AWM
264
Abound Wealth Management
Tennessee
$125
BC
265
Bayforest Capital
United Kingdom
$83 -$33.3K -672 -100%
TWD
266
True Wealth Design
Ohio
$83 -$3.91K -79 -98%
HFS
267
Hughes Financial Services
Virginia
$83
LI
268
LRI Investments
Florida
$83 +$99 +2 New
RWM
269
Rialto Wealth Management
New York
$83 +$99 +2 New
GIA
270
GHP Investment Advisors
Colorado
$42
BHWM
271
Bay Harbor Wealth Management
Maryland
$41 +$49 +1 New
DF
272
DecisionPoint Financial
Arizona
$41 +$49 +1 New
PWA
273
Pitcairn Wealth Advisors
Pennsylvania
-$259M -4,040,795 Closed
SG Americas Securities
274
SG Americas Securities
New York
-$19.2M -402,245 Closed
GIM
275
Granahan Investment Management
Massachusetts
-$10.1M -211,626 Closed