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CoStar Group

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
501
Endurance Wealth Management
Rhode Island
$235K – – –
CANY
502
Caxton Associates (New York)
New York
$231K +$245K +2,923 New
RIA
503
Realta Investment Advisors
Delaware
$230K +$1.51K +18 +0.6%
Alyeska Investment Group
504
Alyeska Investment Group
Illinois
$229K -$9.74M -116,021 -98%
PPW
505
Pinnacle Private Wealth
Massachusetts
$229K +$243K +2,900 New
FFM
506
Forum Financial Management
Illinois
$228K +$242K +2,880 New
CI
507
Cigna Investments
Connecticut
$226K -$6.88K -82 -3%
CWM
508
CCG Wealth Management
California
$221K – – –
CCG
509
Cypress Capital Group
Florida
$220K +$234K +2,788 New
LAS
510
Lloyd Advisory Services
Georgia
$218K +$44.6K +531 +24%
VCA
511
Verdence Capital Advisors
Maryland
$217K -$123K -1,469 -35%
FNBT
512
FineMark National Bank & Trust
Florida
$217K -$8.39K -100 -4%
MCM
513
Mainstay Capital Management
Michigan
$217K +$230K +2,740 New
EN1L
514
Engine No 1 LLC
California
$214K +$227K +2,702 New
MFW
515
Meristem Family Wealth
Minnesota
$213K -$119K -1,419 -35%
CGA
516
Crescent Grove Advisors
Illinois
$213K – – –
SCA
517
Summit Creek Advisors
Minnesota
$211K +$503 +6 +0.2%
CA
518
Cetera Advisors
Colorado
$209K +$15.8K +188 +8%
MCWA
519
Meadow Creek Wealth Advisors
Georgia
$209K +$221K +2,639 New
SGA
520
Sustainable Growth Advisers
Connecticut
$206K +$3.1K +37 +1%
ST
521
Sentinel Trust
Texas
$205K +$218K +2,598 New
AAP
522
Arax Advisory Partners
Colorado
$202K -$1.93K -23 -0.9%
CM
523
Castleark Management
Illinois
$202K – – –
HWM
524
HB Wealth Management
Georgia
$202K +$215K +2,560 New
NIM
525
NuWave Investment Management
New Jersey
$190K +$201K +2,399 New