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CoStar Group

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
401
Hengehold Capital Management
Ohio
$639K
LNWWM
402
Laird Norton Wetherby Wealth Management
California
$638K +$24.6K +280 +4%
KAS
403
Kestra Advisory Services
Texas
$632K +$599K +6,830 New
CCG
404
Chatham Capital Group
Georgia
$629K
JF
405
Jump Financial
Illinois
$626K +$215K +2,450 +57%
Creative Planning
406
Creative Planning
Kansas
$622K +$135K +1,540 +30%
PA
407
Profund Advisors
Maryland
$619K +$23.7K +270 +4%
CRCM
408
Corbett Road Capital Management
Virginia
$612K -$168K -1,920 -22%
WP
409
WMS Partners
Maryland
$595K +$4.38K +50 +0.8%
UH
410
Unigestion Holding
Switzerland
$592K +$562K +6,410 New
SFO
411
Standard Family Office
South Dakota
$585K +$555K +6,330 New
IAA
412
Independent Advisor Alliance
North Carolina
$570K +$8.77K +100 +2%
Vontobel Holding
413
Vontobel Holding
Switzerland
$565K +$550K +6,270 New
MSRPS
414
Maryland State Retirement & Pension System
Maryland
$563K +$552K +6,290 New
HRCM
415
Hood River Capital Management
Florida
$561K
BFM
416
Boston Financial Management
Massachusetts
$558K
CM
417
Castleark Management
Illinois
$555K
LS
418
Livforsakringsbolaget Skandia
Sweden
$555K +$175K +2,000 +50%
V
419
Veritable
Delaware
$533K -$204K -2,330 -29%
SAA
420
Southeast Asset Advisors
Georgia
$515K -$948K -10,810 -66%
EDRH
421
Edmond de Rothschild Holding
Switzerland
$514K +$240K +2,740 +97%
AC
422
Allstate Corporation
Illinois
$509K +$82.4K +940 +21%
FPC
423
Falcon Point Capital
California
$507K -$14.9K -170 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
424
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$504K -$311K -3,550 -39%
Northwestern Mutual Wealth Management
425
Northwestern Mutual Wealth Management
Wisconsin
$502K +$260K +2,970 +121%