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CoStar Group

Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
401
Fifth Third Bancorp
Ohio
$71K +$2.04K +40 +3%
AI
402
ArchPoint Investors
Florida
$68K – – –
PCP
403
Proficio Capital Partners
Massachusetts
$60K +$6.13K +120 +13%
Carson Wealth (CWM LLC)
404
Carson Wealth (CWM LLC)
Nebraska
$52K – – –
EWM
405
Executive Wealth Management
Michigan
$52K – – –
AF
406
Advisornet Financial
Minnesota
$52K +$47.5K +930 New
APA
407
American Portfolios Advisors
New York
$48.2K +$27.1K +530 +156%
CIA
408
CSat Investment Advisory
Michigan
$46K +$42.4K +830 New
NCM
409
Next Capital Management
New York
$43K +$39.4K +770 New
BCA
410
Berman Capital Advisors
Georgia
$42K -$14.3K -280 -27%
LC
411
Lindbrook Capital
California
$38K +$2.04K +40 +6%
ASN
412
Advisory Services Network
Georgia
$36K +$33.2K +650 New
PCG
413
Private Capital Group
Connecticut
$36K +$44.5K +870 New
SIAS
414
Shine Investment Advisory Services
Colorado
$34K – – –
VEA
415
Virtus ETF Advisers
New York
$33K -$4.6K -90 -13%
QCG
416
Quadrant Capital Group
Ohio
$33K – – –
RFA
417
Reilly Financial Advisors
California
$32K – – –
WTC
418
WhitTier Trust Company
Nevada
$30K – – –
CBOA
419
Commonwealth Bank of Australia
Australia
$29K +$12.3K +240 +77%
CFA
420
Carroll Financial Associates
North Carolina
$27K – – –
HIIFS
421
Harel Insurance Investments & Financial Services
Israel
$24K – – –
VFA
422
Valeo Financial Advisors
Indiana
$19K – – –
AS
423
Altshuler Shaham
Israel
$19K +$17.4K +340 New
TL
424
TrueWealth LLC
Georgia
$18K – – –
S
425
SignatureFD
Georgia
$17K +$1.02K +20 +7%