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CoStar Group

Name Holding Trade Value Shares
Change
Change in
Stake
AI
501
ArchPoint Investors
Florida
$104K
PFWA
502
Paces Ferry Wealth Advisors
Georgia
$98K +$92.5K +1,160 New
AAM
503
Advisors Asset Management
Colorado
$90K -$66.2K -830 -44%
CIA
504
CSat Investment Advisory
Michigan
$87K +$5.58K +70 +7%
SIAS
505
Shine Investment Advisory Services
Colorado
$87K +$33.5K +420 +69%
PFO
506
Pathstone Family Office
New Jersey
$85K
S
507
SignatureFD
Georgia
$81K -$4.78K -60 -6%
CFA
508
Carroll Financial Associates
North Carolina
$79K -$7.17K -90 -9%
HNB
509
Huntington National Bank
Ohio
$74K -$19.9K -250 -22%
Millennium Management
510
Millennium Management
New York
$67.3K +$42.1M +528,190 +199%
PMFA
511
Plante Moran Financial Advisors
Michigan
$64K +$7.97K +100 +15%
FC
512
FORA Capital
Florida
$63K -$726K -9,110 -92%
AIM
513
AIA Investment Management
Singapore
$59K
LWA
514
Lenox Wealth Advisors
New York
$59K
Carson Wealth (CWM LLC)
515
Carson Wealth (CWM LLC)
Nebraska
$52K
BCA
516
Berman Capital Advisors
Georgia
$50K -$3.98K -50 -8%
CWC
517
Carolinas Wealth Consulting
North Carolina
$48K +$44.6K +560 New
CFD
518
Creative Financial Designs
Indiana
$47K
EI
519
Ellevest Inc
New York
$43K -$3.98K -50 -9%
HIA
520
Harbor Investment Advisory
Maryland
$42K
WTC
521
WhitTier Trust Company
Nevada
$40K -$5.58K -70 -13%
AWA
522
Arkadios Wealth Advisors
Georgia
$36.1K
NR
523
Newfound Research
Massachusetts
$36K +$34.3K +430 New
BAMG
524
Brand Asset Management Group
Missouri
$32K +$15.1K +190 +100%
FHA
525
Flagship Harbor Advisors
Massachusetts
$31K