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CoStar Group

Name Holding Trade Value Shares
Change
Change in
Stake
WP
501
WMS Partners
Maryland
$226K +$225K +3,239 New
DS
502
DRW Securities
Illinois
$226K +$225K +3,244 New
AAP
503
Arax Advisory Partners
Colorado
$225K -$49.1K -707 -18%
API
504
Advisor Partners II
California
$222K +$221K +3,182 New
OTL
505
Oak Thistle LLC
New York
$222K +$221K +3,184 New
PFBT
506
Parkside Financial Bank & Trust
Missouri
$216K +$16.2K +234 +8%
DU
507
Delphia (USA)
Ontario, Canada
$214K -$214K -3,083 -50%
Carson Wealth (CWM LLC)
508
Carson Wealth (CWM LLC)
Nebraska
$211K +$92.8K +1,336 +79%
RIA
509
Realta Investment Advisors
Delaware
$211K +$210K +3,025 New
SBH
510
Segall Bryant & Hamill
Illinois
$210K -$816K -11,760 -80%
CC
511
Corton Capital
Ontario, Canada
$210K -$160K -2,307 -43%
TPA
512
Trivium Point Advisory
Connecticut
$210K +$194K +2,789 New
CC
513
Courier Capital
New York
$210K +$209K +3,015 New
ET
514
Equitable Trust
Tennessee
$209K -$71.6K -1,032 -26%
MCWA
515
Meadow Creek Wealth Advisors
Georgia
$209K +$208K +3,003 New
SGA
516
Sustainable Growth Advisers
Connecticut
$208K -$31.4K -452 -13%
AWM
517
Axxcess Wealth Management
California
$208K +$207K +2,988 New
EWM
518
Endurance Wealth Management
Rhode Island
$207K
FHA
519
First Horizon Advisors
Tennessee
$204K +$24.3K +350 +14%
SIM
520
Sentry Investment Management
Wisconsin
$194K +$193K +2,782 New
SWM
521
Spire Wealth Management
Virginia
$178K -$318K -4,575 -64%
BCV
522
Banque Cantonale Vaudoise
Switzerland
$174K
BEI
523
Benjamin Edwards Inc
Missouri
$158K -$4.79K -69 -3%
WT
524
Whittier Trust
California
$148K -$972 -14 -0.7%
TSW
525
Thompson Siegel & Walmsley
Virginia
$139K +$139K +2,000 New