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CoStar Group
CSGP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
476
BerganKDV Wealth Management
Minnesota
$6K +$2.61K +40 +57%
LWCFA
477
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K – – –
IA
478
IFP Advisors
Florida
$4K -$6.52K -100 -56%
IRC
479
Investors Research Corp
Georgia
$4K – – –
HWM
480
HighMark Wealth Management
Minnesota
$3K -$1.96K -30 -33%
AT
481
Arden Trust
Delaware
$3K +$3.26K +50 New
HWA
482
Heritage Wealth Advisors
Virginia
$2.94K +$3.26K +50 New
ED
483
Exane Derivatives
France
$2.35K – – –
OSAM
484
O'Shaughnessy Asset Management
Connecticut
$2K -$155K -2,380 -98%
SCA
485
Stonebridge Capital Advisors
Minnesota
$2K -$5.21K -80 -73%
AIC
486
Ameritas Investment Company
Nebraska
$2K – – –
PFGIA
487
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
SF
488
Synovus Financial
Georgia
$2K +$1.3K +20 New
BAM
489
Bellevue Asset Management
Washington
$2K +$1.96K +30 New
PWMG
490
Prestige Wealth Management Group
New Jersey
$2K +$1.96K +30 New
EWP
491
Engrave Wealth Partners
Texas
$2K +$3.26K +50 New
EW
492
Evoke Wealth
California
$1.76K -$3.26K -50 -63%
RWM
493
Raffa Wealth Management
District of Columbia
$1.76K – – –
OAM
494
Optimal Asset Management
California
$1.41K +$511K +7,840 +48%
EFSCE
495
Enterprise Financial Services Corp (EFSC)
Missouri
$1K -$4.56K -70 -88%
AS
496
Altshuler Shaham
Israel
$1K – – –
HFA
497
HC Financial Advisors
California
$1K +$652 +10 New
CBT
498
Capital Bank & Trust
California
$1K +$1.3K +20 New
GWS
499
Glassman Wealth Services
Virginia
$1K +$1.3K +20 New
SBL
500
Sargent Bickham Lagudis
Colorado
$1K +$1.3K +20 New
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