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CoStar Group

Name Holding Trade Value Shares
Change
Change in
Stake
TL
451
TrueWealth LLC
Georgia
$20K
TPCW
452
TD Private Client Wealth
New York
$19.1K +$18.7K +320 New
VFA
453
Valeo Financial Advisors
Indiana
$16K -$4.09K -70 -21%
MPWT
454
MassMutual Private Wealth & Trust
Connecticut
$16K +$11.1K +190 +271%
OPS
455
Orion Portfolio Solutions
Nebraska
$14K +$13.4K +230 New
SWM
456
Sugarloaf Wealth Management
Georgia
$14K +$14K +240 New
EARNEST Partners
457
EARNEST Partners
Georgia
$13K
GKIM
458
GW&K Investment Management
Massachusetts
$12K
ETC
459
Exchange Traded Concepts
Oklahoma
$12K +$11.7K +200 New
BAMG
460
Brand Asset Management Group
Missouri
$11K
IA
461
IFP Advisors
Florida
$11K +$3.5K +60 +50%
CFG
462
Citizens Financial Group
Rhode Island
$11K +$10.5K +180 New
PCIA
463
Prime Capital Investment Advisors
Kansas
$10K
SSB
464
Sandy Spring Bank
Maryland
$9K +$1.17K +20 +15%
VAIA
465
Virtus Alternative Investment Advisers
Connecticut
$9K +$8.76K +150 New
FHA
466
Flagship Harbor Advisors
Massachusetts
$8K +$2.33K +40 +40%
CI
467
Cordant Inc
Oregon
$8K +$7.59K +130 New
SCA
468
Stonebridge Capital Advisors
Minnesota
$7K +$4.67K +80 +267%
IA
469
IndexIQ Advisors
New York
$7K +$6.42K +110 New
BFEC
470
Benjamin F. Edwards & Company
Missouri
$6K
EFSCE
471
Enterprise Financial Services Corp (EFSC)
Missouri
$5K
HGWM
472
Harvest Group Wealth Management
Massachusetts
$5K
LWCFA
473
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K
HWM
474
HighMark Wealth Management
Minnesota
$5K +$5.25K +90 New
EW
475
Evoke Wealth
California
$4.79K