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CoStar Group

Name Holding Trade Value Shares
Change
Change in
Stake
WTB
401
Washington Trust Bank
Washington
$24K – – –
CFA
402
Carroll Financial Associates
North Carolina
$23K – – –
UOTTAIMCU
403
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$22K +$19.8K +480 New
HIIFS
404
Harel Insurance Investments & Financial Services
Israel
$21K -$29.7K -720 -63%
PHK
405
Point72 Hong Kong
Hong Kong
$19K +$16.5K +400 New
VFA
406
Valeo Financial Advisors
Indiana
$16K -$1.24K -30 -8%
CHP
407
Cable Hill Partners
Oregon
$16K – – –
APA
408
American Portfolios Advisors
New York
$15.9K +$2.89K +70 +26%
TL
409
TrueWealth LLC
Georgia
$15K – – –
S
410
SignatureFD
Georgia
$14K – – –
DOA
411
D'Orazio & Associates
Virginia
$14K +$12K +290 New
CBOA
412
Commonwealth Bank of Australia
Australia
$13K – – –
OIA
413
Optimum Investment Advisors
Illinois
$12K – – –
BBNA
414
Bremer Bank National Association
Minnesota
$12K +$10.3K +250 New
EARNEST Partners
415
EARNEST Partners
Georgia
$10K – – –
AIA
416
Alera Investment Advisors
Illinois
$10K +$1.24K +30 +16%
BAMG
417
Brand Asset Management Group
Missouri
$9K +$7.85K +190 New
HGWM
418
Harvest Group Wealth Management
Massachusetts
$9K +$8.26K +200 New
MFW
419
Mosaic Family Wealth
Missouri
$8K +$7.02K +170 New
AIL
420
AGF Investments LLC
Ontario, Canada
$7K -$16.9K -410 -75%
CAM
421
Cresset Asset Management
Illinois
$6K -$3.31K -80 -38%
KPW
422
Kore Private Wealth
New York
$6K – – –
SSB
423
Sandy Spring Bank
Maryland
$6K – – –
ESB
424
Essex Savings Bank
Connecticut
$5K – – –
EFSCE
425
Enterprise Financial Services Corp (EFSC)
Missouri
$4K – – –