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CoStar Group

Name Holding Trade Value Shares
Change
Change in
Stake
IC
451
IEQ Capital
California
$524K +$76.9K +984 +17%
MGWM
452
Marks Group Wealth Management
Minnesota
$519K -$45.2K -578 -8%
SS
453
Simplicity Solutions
Minnesota
$514K +$54.9K +702 +12%
HCA
454
Harbour Capital Advisors
Virginia
$511K -$1.72K -22 -0.3%
FG
455
Fiduciary Group
Georgia
$507K -$63.4K -812 -11%
Fifth Third Bancorp
456
Fifth Third Bancorp
Ohio
$495K +$172K +2,202 +52%
BAMF
457
BI Asset Management Fondsmaeglerselskab
Denmark
$492K +$54.5K +698 +12%
BCM
458
Buckhead Capital Management
Georgia
$487K – – –
AWM
459
Avitas Wealth Management
California
$485K +$121K +1,544 +33%
HIM
460
Hillsdale Investment Management
Ontario, Canada
$484K -$65.6K -840 -12%
LNWWM
461
Laird Norton Wetherby Wealth Management
California
$476K +$44.5K +569 +10%
MOS
462
MGO One Seven
Ohio
$474K -$515K -6,588 -52%
BFM
463
Boston Financial Management
Massachusetts
$469K +$2.5K +32 +0.5%
KSWA
464
Kathleen S. Wright Associates
Pennsylvania
$468K – – –
O
465
Ossiam
France
$466K -$513K -6,571 -52%
DA
466
Duality Advisers
Florida
$465K +$471K +6,022 New
GFS
467
GYL Financial Synergies
Connecticut
$460K -$21.6K -276 -4%
PA
468
Parallel Advisors
California
$455K +$60.2K +771 +15%
SF
469
Synovus Financial
Georgia
$428K +$433K +5,542 New
GT
470
Greenleaf Trust
Michigan
$420K +$98.5K +1,260 +30%
S
471
SignatureFD
Georgia
$414K +$27.1K +347 +7%
HWM
472
HB Wealth Management
Georgia
$406K +$51.9K +664 +14%
RCAG
473
Rehmann Capital Advisory Group
Michigan
$403K -$19.8K -254 -5%
API
474
Advisor Partners II
California
$399K +$155K +1,985 +62%
WA
475
Wealth Alliance
New York
$397K +$21.4K +274 +6%