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CoStar Group

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
376
Concourse Financial Group Securities
Alabama
$94K +$63.2K +1,530 +306%
IWP
377
Icon Wealth Partners
Texas
$90K +$79.7K +1,930 New
CAM
378
Capco Asset Management
Florida
$89K
RFC
379
Regions Financial Corp
Alabama
$89K
TF
380
Tompkins Financial
New York
$87K
DAM
381
Delta Asset Management
Tennessee
$82K
Northwestern Mutual Wealth Management
382
Northwestern Mutual Wealth Management
Wisconsin
$71K
PCM
383
Prelude Capital Management
New York
$70K +$62K +1,500 New
Fifth Third Bancorp
384
Fifth Third Bancorp
Ohio
$58K
AI
385
ArchPoint Investors
Florida
$57K
HNB
386
Huntington National Bank
Ohio
$56K
Carson Wealth (CWM LLC)
387
Carson Wealth (CWM LLC)
Nebraska
$52K +$257K +6,220 +7,775%
BCA
388
Berman Capital Advisors
Georgia
$48K +$8.26K +200 +24%
WT
389
Whittier Trust
California
$47K -$8.26K -200 -17%
PCP
390
Proficio Capital Partners
Massachusetts
$45K +$1.24K +30 +3%
EWM
391
Executive Wealth Management
Michigan
$44K
Rockefeller Capital Management
392
Rockefeller Capital Management
New York
$38K +$33.5K +810 New
VEA
393
Virtus ETF Advisers
New York
$32K
LC
394
Lindbrook Capital
California
$30K +$2.89K +70 +12%
QCG
395
Quadrant Capital Group
Ohio
$28K
SIAS
396
Shine Investment Advisory Services
Colorado
$28K
RFA
397
Reilly Financial Advisors
California
$27K
WTC
398
WhitTier Trust Company
Nevada
$25K
WTB
399
Washington Trust Bank
Washington
$24K
CFA
400
Carroll Financial Associates
North Carolina
$23K