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StepStone Group

Name Holding Trade Value Shares
Change
Change in
Stake
SS
251
Sunbelt Securities
Texas
$525 +$635 +11 New
TWM
252
TopTier Wealth Management
Wisconsin
$525 +$635 +11 New
JWA
253
JFS Wealth Advisors
Pennsylvania
$335
VWM
254
Vermillion Wealth Management
Minnesota
$334 +$404 +7 New
PWMG
255
Prestige Wealth Management Group
New Jersey
$239 +$289 +5 New
RFP
256
Root Financial Partners
California
$191 +$116 +2 +100%
BTI
257
Blue Trust Inc
Georgia
$191 +$231 +4 New
AWM
258
Abound Wealth Management
Tennessee
$144
TPCW
259
TD Private Client Wealth
New York
$143 +$173 +3 New
HFS
260
Hughes Financial Services
Virginia
$95 -$520 -9 -82%
HI
261
Harbour Investments
Wisconsin
$95 -$58 -1 -33%
DF
262
Dunhill Financial
United Kingdom
$68
GIA
263
GHP Investment Advisors
Colorado
$48 +$58 +1 New
T. Rowe Price Investment Management
264
T. Rowe Price Investment Management
Maryland
-$58.9M -917,498 Closed
Holocene Advisors
265
Holocene Advisors
New York
-$35.2M -549,229 Closed
Massachusetts Financial Services
266
Massachusetts Financial Services
Massachusetts
-$29.6M -461,037 Closed
Loomis, Sayles & Company
267
Loomis, Sayles & Company
Massachusetts
-$24.5M -381,770 Closed
N
268
Natixis
France
-$4.17M -65,000 Closed
CCM
269
Cinctive Capital Management
New York
-$4.01M -62,443 Closed
PP
270
PDT Partners
New York
-$3.24M -50,422 Closed
HighTower Advisors
271
HighTower Advisors
Illinois
-$2.86M -44,573 Closed
HCA
272
Harbor Capital Advisors
Illinois
-$2.7M -42,031 Closed
Credit Agricole
273
Credit Agricole
France
-$2.46M -38,397 Closed
TC
274
TwinBeech Capital
New York
-$2.06M -32,134 Closed
YIH
275
Y-Intercept (HK)
Hong Kong
-$1.95M -30,387 Closed