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CoStar Group

Name Holding Trade Value Shares
Change
Change in
Stake
KM
451
Kalos Management
Georgia
$332K -$40.6K -470 -11%
WMA
452
Wealth Management Associates
New Jersey
$325K +$41.1K +476 +14%
BDF
453
Balasa Dinverno & Foltz
$319K -$4.41K -51 -1%
AA
454
Altman Advisors
Illinois
$308K – – –
FRM
455
Fox Run Management
Connecticut
$303K +$305K +3,525 New
BG
456
Bellevue Group
Switzerland
$301K – – –
SC
457
Sepio Capital
Utah
$301K – – –
GC
458
Guggenheim Capital
Illinois
$300K -$60.3K -698 -17%
SS
459
Simplicity Solutions
Minnesota
$300K +$47.9K +554 +19%
OSAM
460
O'Shaughnessy Asset Management
Connecticut
$298K +$25.8K +298 +9%
EDRH
461
Edmond de Rothschild Holding
Switzerland
$289K -$122K -1,417 -30%
WA
462
Wealth Alliance
New York
$282K +$40.5K +469 +17%
CRC
463
Curi RMB Capital
Illinois
$282K +$283K +3,278 New
Mercer Global Advisors
464
Mercer Global Advisors
Colorado
$274K -$53.6K -620 -16%
APA
465
American Portfolios Advisors
New York
$272K -$635K -7,346 -70%
CAAS
466
Capital Asset Advisory Services
Michigan
$269K +$4.67K +54 +2%
ACM
467
AlphaCrest Capital Management
New York
$265K -$4.67M -53,975 -95%
BCV
468
Banque Cantonale Vaudoise
Switzerland
$258K – – –
EWM
469
Endurance Wealth Management
Rhode Island
$256K – – –
CI
470
Cigna Investments
Connecticut
$253K – – –
RIA
471
Realta Investment Advisors
Delaware
$249K +$4.84K +56 +2%
FC
472
Financial Consulate
Maryland
$249K +$250K +2,889 New
FNBT
473
FineMark National Bank & Trust
Florida
$245K +$3.46K +40 +1%
PTC
474
Private Trust Company
Ohio
$242K +$13.8K +160 +6%
CWM
475
CCG Wealth Management
California
$241K -$39.8K -460 -14%