We are live on ! Find out more
CSGP icon

CoStar Group

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
501
Column Capital Advisors
Indiana
$345K – – –
TC
502
Telemus Capital
Michigan
$344K +$25.2K +323 +8%
PCM
503
Prana Capital Management
Connecticut
$341K +$345K +4,413 New
AIM
504
Arcadia Investment Management
Michigan
$340K +$344K +4,400 New
ACM
505
Aquatic Capital Management
Illinois
$340K -$1.23M -15,700 -78%
PP
506
Patten & Patten
Tennessee
$339K +$781 +10 +0.2%
MAS
507
Meeder Advisory Services
Ohio
$338K +$342K +4,380 New
PCP
508
Proficio Capital Partners
Massachusetts
$338K +$9.53K +122 +3%
ONB
509
Old National Bancorp
Indiana
$335K -$210K -2,685 -38%
BMWM
510
Brown Miller Wealth Management
Virginia
$335K – – –
FRM
511
Fox Run Management
Connecticut
$333K +$337K +4,312 New
PAG
512
Private Advisor Group
New Jersey
$332K +$44.8K +573 +9%
PTC
513
Petrus Trust Company
Texas
$330K +$333K +4,266 New
VFA
514
Valeo Financial Advisors
Indiana
$326K +$330K +4,218 New
AA
515
Apriem Advisors
California
$325K +$329K +4,208 New
Carson Wealth (CWM LLC)
516
Carson Wealth (CWM LLC)
Nebraska
$316K +$82.1K +1,051 +35%
BF
517
BOK Financial
Oklahoma
$315K +$1.33K +17 +0.4%
FTDI
518
First Trust Direct Indexing
Massachusetts
$313K +$317K +4,051 New
YMRC
519
Yorktown Management & Research Company
Virginia
$313K – – –
Cerity Partners
520
Cerity Partners
New York
$312K +$315K +4,033 New
KM
521
Kalos Management
Georgia
$309K – – –
FFM
522
Forum Financial Management
Illinois
$308K -$14.3K -183 -4%
FWM
523
FFT Wealth Management
Pennsylvania
$306K – – –
MYAM
524
Meiji Yasuda Asset Management
Japan
$302K -$14.1K -180 -4%
SP
525
Symmetry Partners
Connecticut
$302K – – –