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CoStar Group
CSGP

Name Holding Trade Value Shares
Change 		Change in
Stake
RJT
501
Raymond James Trust
Florida
$362K -$35.9K -465 -10%
FFM
502
Forum Financial Management
Illinois
$356K +$463 +6 +0.2%
CCG
503
Capital CS Group
California
$354K +$307K +3,977 New
AG
504
Ascent Group
Virginia
$353K +$333K +4,308 New
PCP
505
Proficio Capital Partners
Massachusetts
$351K -$32.3K -418 -10%
PFBT
506
Parkside Financial Bank & Trust
Missouri
$348K +$24.6K +319 +9%
SP
507
Symmetry Partners
Connecticut
$348K – – –
OC
508
Oarsman Capital
Wisconsin
$345K – – –
CCA
509
Column Capital Advisors
Indiana
$344K -$46.5K -602 -13%
EFG
510
Everhart Financial Group
Ohio
$342K +$57.6K +746 +24%
BRWA
511
B. Riley Wealth Advisors
Florida
$341K +$42.7K +553 +17%
EFM
512
E Fund Management
China
$340K -$43.1K -558 -13%
GWM
513
Gitterman Wealth Management
New Jersey
$336K +$292K +3,778 New
KM
514
Kalos Management
Georgia
$326K -$26.3K -340 -9%
SCA
515
Snowden Capital Advisors
New York
$325K -$11.7K -152 -4%
APW
516
Acima Private Wealth
Virginia
$321K – – –
CCA
517
Checchi Capital Advisers
California
$321K -$14.1K -183 -5%
CWM
518
CCG Wealth Management
California
$318K +$10.4K +135 +4%
DGAM
519
Desjardins Global Asset Management
Quebec, Canada
$316K +$92.8K +1,202 +51%
CWA
520
CM Wealth Advisors
Ohio
$310K -$2.96M -38,343 -91%
GFS
521
GYL Financial Synergies
Connecticut
$307K +$267K +3,452 New
GVAG
522
Great Valley Advisor Group
Delaware
$296K -$5.1K -66 -2%
NAS
523
Nicolet Advisory Services
Wisconsin
$293K +$27.6K +358 +12%
SFI
524
Siemens Fonds Invest
Germany
$291K – – –
FMLI
525
Fukoku Mutual Life Insurance
Japan
$286K – – –
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