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CoStar Group

Name Holding Trade Value Shares
Change
Change in
Stake
TWMP
326
Taylor Wealth Management Partners
Massachusetts
$93K – – –
TF
327
Tompkins Financial
New York
$90K – – –
IWP
328
Icon Wealth Partners
Texas
$85K +$78.9K +2,050 New
VIA
329
Vantage Investment Advisors
Pennsylvania
$83K – – –
RCM
330
Riverhead Capital Management
Delaware
$79K +$73.5K +1,910 New
CAM
331
Capco Asset Management
Florida
$78K – – –
EMG
332
ETF Managers Group
New Jersey
$78K +$107K +2,780 New
DAM
333
Delta Asset Management
Tennessee
$73K – – –
CAW
334
Cornerstone Advisors (Washington)
Washington
$71K -$12.3K -320 -16%
LF
335
Lee Financial
Texas
$60K -$38.5K -1,000 -41%
CBOA
336
Commonwealth Bank of Australia
Australia
$51K +$6.93K +180 +16%
AI
337
ArchPoint Investors
Florida
$50K – – –
SIAS
338
Shine Investment Advisory Services
Colorado
$49K – – –
Northwestern Mutual Wealth Management
339
Northwestern Mutual Wealth Management
Wisconsin
$47K -$770 -20 -2%
PCG
340
Private Capital Group
Connecticut
$43K +$3.08K +80 +8%
WT
341
Whittier Trust
California
$41K – – –
PCP
342
Proficio Capital Partners
Massachusetts
$39K – – –
HIIFS
343
Harel Insurance Investments & Financial Services
Israel
$38K -$7.31K -190 -17%
AIL
344
AGF Investments LLC
Ontario, Canada
$34K -$5K -130 -13%
Rockefeller Capital Management
345
Rockefeller Capital Management
New York
$26K – – –
RFA
346
Reilly Financial Advisors
California
$24K – – –
IA
347
IFP Advisors
Florida
$23K +$21.2K +550 +5,500%
WTC
348
WhitTier Trust Company
Nevada
$22K – – –
QCG
349
Quadrant Capital Group
Ohio
$21K – – –
VFA
350
Valeo Financial Advisors
Indiana
$20K -$3.08K -80 -15%