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CoStar Group

Name Holding Trade Value Shares
Change
Change in
Stake
TC
501
Telemus Capital
Michigan
$344K +$25.2K +323 +8%
PCM
502
Prana Capital Management
Connecticut
$341K +$345K +4,413 New
AIM
503
Arcadia Investment Management
Michigan
$340K +$344K +4,400 New
ACM
504
Aquatic Capital Management
Illinois
$340K -$1.23M -15,700 -78%
PP
505
Patten & Patten
Tennessee
$339K +$781 +10 +0.2%
MAS
506
Meeder Advisory Services
Ohio
$338K +$342K +4,380 New
PCP
507
Proficio Capital Partners
Massachusetts
$338K +$9.53K +122 +3%
ONB
508
Old National Bancorp
Indiana
$335K -$210K -2,685 -38%
BMWM
509
Brown Miller Wealth Management
Virginia
$335K
FRM
510
Fox Run Management
Connecticut
$333K +$337K +4,312 New
PAG
511
Private Advisor Group
New Jersey
$332K +$44.8K +573 +9%
PTC
512
Petrus Trust Company
Texas
$330K +$333K +4,266 New
VFA
513
Valeo Financial Advisors
Indiana
$326K +$330K +4,218 New
AA
514
Apriem Advisors
California
$325K +$329K +4,208 New
Carson Wealth (CWM LLC)
515
Carson Wealth (CWM LLC)
Nebraska
$316K +$82.1K +1,051 +35%
BF
516
BOK Financial
Oklahoma
$315K +$1.33K +17 +0.4%
FTDI
517
First Trust Direct Indexing
Massachusetts
$313K +$317K +4,051 New
YMRC
518
Yorktown Management & Research Company
Virginia
$313K
Cerity Partners
519
Cerity Partners
New York
$312K +$315K +4,033 New
KM
520
Kalos Management
Georgia
$309K
FFM
521
Forum Financial Management
Illinois
$308K -$14.3K -183 -4%
FWM
522
FFT Wealth Management
Pennsylvania
$306K
SP
523
Symmetry Partners
Connecticut
$302K
KI
524
Kula Investments
Illinois
$296K +$299K +3,829 New
WMA
525
Wealth Management Associates
New Jersey
$291K -$155K -1,987 -35%