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CoStar Group

Name Holding Trade Value Shares
Change
Change in
Stake
AI
401
ArchPoint Investors
Florida
$68K
PCP
402
Proficio Capital Partners
Massachusetts
$60K +$6.13K +120 +13%
Carson Wealth (CWM LLC)
403
Carson Wealth (CWM LLC)
Nebraska
$52K
EWM
404
Executive Wealth Management
Michigan
$52K
AF
405
Advisornet Financial
Minnesota
$52K +$47.5K +930 New
APA
406
American Portfolios Advisors
New York
$48.2K +$27.1K +530 +156%
CIA
407
CSat Investment Advisory
Michigan
$46K +$42.4K +830 New
NCM
408
Next Capital Management
New York
$43K +$39.4K +770 New
BCA
409
Berman Capital Advisors
Georgia
$42K -$14.3K -280 -27%
LC
410
Lindbrook Capital
California
$38K +$2.04K +40 +6%
ASN
411
Advisory Services Network
Georgia
$36K +$33.2K +650 New
PCG
412
Private Capital Group
Connecticut
$36K +$44.5K +870 New
SIAS
413
Shine Investment Advisory Services
Colorado
$34K
VEA
414
Virtus ETF Advisers
New York
$33K -$4.6K -90 -13%
QCG
415
Quadrant Capital Group
Ohio
$33K
RFA
416
Reilly Financial Advisors
California
$32K
WTC
417
WhitTier Trust Company
Nevada
$30K
CBOA
418
Commonwealth Bank of Australia
Australia
$29K +$12.3K +240 +77%
CFA
419
Carroll Financial Associates
North Carolina
$27K
HIIFS
420
Harel Insurance Investments & Financial Services
Israel
$24K
VFA
421
Valeo Financial Advisors
Indiana
$19K
AS
422
Altshuler Shaham
Israel
$19K +$17.4K +340 New
TL
423
TrueWealth LLC
Georgia
$18K
S
424
SignatureFD
Georgia
$17K +$1.02K +20 +7%
DOA
425
D'Orazio & Associates
Virginia
$16K