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CoStar Group

Name Holding Trade Value Shares
Change
Change in
Stake
AA
501
Apriem Advisors
California
$290K – – –
SFA
502
Sequoia Financial Advisors
Ohio
$281K -$46.2K -626 -13%
KM
503
Kalos Management
Georgia
$275K – – –
TSW
504
Thompson Siegel & Walmsley
Virginia
$275K -$73.8K -1,000 -20%
FFM
505
Forum Financial Management
Illinois
$275K +$148 +2 +0.1%
MYAM
506
Meiji Yasuda Asset Management
Japan
$269K – – –
SP
507
Symmetry Partners
Connecticut
$269K – – –
OC
508
Oarsman Capital
Wisconsin
$267K +$286K +3,881 New
SCA
509
Snowden Capital Advisors
New York
$262K +$281K +3,808 New
CCA
510
Checchi Capital Advisers
California
$261K +$13.1K +178 +5%
QT
511
Quantamental Technologies
New York
$260K -$1.33M -18,043 -83%
WMA
512
Wealth Management Associates
New Jersey
$259K – – –
FC
513
Financial Consulate
Maryland
$259K +$5.39K +73 +2%
C
514
Certuity
Florida
$255K +$35.5K +481 +15%
Cerity Partners
515
Cerity Partners
New York
$251K -$28.3K -383 -9%
APW
516
Acima Private Wealth
Virginia
$249K +$267K +3,612 New
PFBT
517
Parkside Financial Bank & Trust
Missouri
$247K -$4.87K -66 -2%
SWM
518
Spire Wealth Management
Virginia
$245K -$3.81M -51,580 -94%
CWM
519
CCG Wealth Management
California
$237K +$51.6K +699 +25%
Carson Wealth (CWM LLC)
520
Carson Wealth (CWM LLC)
Nebraska
$235K -$49.8K -675 -17%
GVAG
521
Great Valley Advisor Group
Delaware
$233K +$250K +3,393 New
SFI
522
Siemens Fonds Invest
Germany
$226K -$3.32K -45 -1%
BRWA
523
B. Riley Wealth Advisors
Florida
$226K +$242K +3,280 New
ERSOT
524
Employees Retirement System of Texas
Texas
$223K -$11.5M -155,766 -98%
BEI
525
Benjamin Edwards Inc
Missouri
$222K +$43.1K +584 +22%