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CoStar Group

Name Holding Trade Value Shares
Change
Change in
Stake
HIA
451
Harbor Investment Advisory
Maryland
$29K – – –
CFA
452
Carroll Financial Associates
North Carolina
$29K +$5.87K +90 +22%
LIA
453
LS Investment Advisors
Michigan
$26K -$149K -2,280 -84%
VFA
454
Valeo Financial Advisors
Indiana
$25K +$9.13K +140 +52%
AWA
455
Arkadios Wealth Advisors
Georgia
$24.7K -$652 -10 -2%
FA
456
Forefront Analytics
Pennsylvania
$24.7K +$27.4K +420 New
SC
457
Steph & Co
Wisconsin
$23K -$1.96K -30 -7%
VAIA
458
Virtus Alternative Investment Advisers
Connecticut
$22K +$14.3K +220 +147%
TL
459
TrueWealth LLC
Georgia
$19K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
460
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$19K +$20.9K +320 New
TPCW
461
TD Private Client Wealth
New York
$17.6K -$1.3K -20 -6%
PMFA
462
Plante Moran Financial Advisors
Michigan
$15K +$16.9K +260 New
SWM
463
Sugarloaf Wealth Management
Georgia
$14K – – –
OPS
464
Orion Portfolio Solutions
Nebraska
$14K +$652 +10 +4%
EARNEST Partners
465
EARNEST Partners
Georgia
$13K – – –
GKIM
466
GW&K Investment Management
Massachusetts
$12K – – –
BAMG
467
Brand Asset Management Group
Missouri
$11K – – –
ETC
468
Exchange Traded Concepts
Oklahoma
$8K -$4.56K -70 -35%
SSB
469
Sandy Spring Bank
Maryland
$8K -$1.3K -20 -13%
CIAS
470
CBIZ Investment Advisory Services
Ohio
$8K – – –
FHA
471
Flagship Harbor Advisors
Massachusetts
$8K – – –
IA
472
IndexIQ Advisors
New York
$8K +$1.3K +20 +18%
DWM
473
Darwin Wealth Management
Florida
$8K +$9.78K +150 New
ME
474
McIlrath & Eck
Washington
$7K +$4.56K +70 +140%
GEA
475
Glen Eagle Advisors
New Jersey
$6.46K +$7.17K +110 New