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StepStone Group

Name Holding Trade Value Shares
Change
Change in
Stake
PA
201
Parallel Advisors
California
$8.93K +$1K +17 +11%
RA
202
Rise Advisors
New York
$8.93K +$10.1K +171 New
CA
203
Clearstead Advisors
Ohio
$8.78K
SPIA
204
Steward Partners Investment Advisory
New York
$7.83K -$18.3K -311 -67%
MPWT
205
MassMutual Private Wealth & Trust
Connecticut
$7.31K +$7.18K +122 +678%
AF
206
Allworth Financial
California
$7.24K +$5.12K +87 +153%
A
207
AlphaQuest
New York
$7.16K +$59 +1 +0.7%
Bessemer Group
208
Bessemer Group
New Jersey
$7K +$353 +6 +4%
RIL
209
Rothschild Investment LLC
Illinois
$6.53K +$3.23K +55 +79%
QL
210
Quarry LP
New York
$5.8K +$4.12K +70 +171%
SCM
211
Sterling Capital Management
North Carolina
$3.6K +$118 +2 +3%
HNW
212
High Note Wealth
Minnesota
$2.82K -$176 -3 -5%
WWM
213
Wolff Wiese Magana
California
$2.51K
PFBT
214
Parkside Financial Bank & Trust
Missouri
$2.19K +$2.12K +36 +600%
FMII
215
Farmers & Merchants Investments Inc
Nebraska
$1.93K +$2.18K +37 New
LFG
216
Larson Financial Group
Missouri
$1.93K +$2.18K +37 New
WT
217
Whittier Trust
California
$1.88K
SW
218
SVB Wealth
Massachusetts
$1.72K +$1.94K +33 New
NC
219
North Capital
Utah
$1.46K +$1.65K +28 New
BFS
220
Bare Financial Services
Pennsylvania
$1.41K +$1.59K +27 New
SC
221
Stephens Consulting
Michigan
$1.31K +$1.47K +25 New
TWD
222
True Wealth Design
Ohio
$1.31K +$1.47K +25 New
PMAM
223
Picton Mahoney Asset Management
Ontario, Canada
$1K
HFS
224
Hantz Financial Services
Michigan
$1K +$1.12K +19 New
FFO
225
Fortitude Family Office
Arizona
$992