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CoStar Group

Name Holding Trade Value Shares
Change
Change in
Stake
FTWA
501
Fifth Third Wealth Advisors
Ohio
$487K +$357K +4,209 +178%
MGWM
502
Marks Group Wealth Management
Minnesota
$479K -$48.3K -570 -8%
SM
503
STF Management
Texas
$473K -$21.9K -258 -4%
BCM
504
Buckhead Capital Management
Georgia
$467K – – –
LCM
505
LRT Capital Management
Texas
$461K -$35.1K -414 -6%
CFGS
506
Concourse Financial Group Securities
Alabama
$461K -$83.7K -988 -14%
MCM
507
Mattern Capital Management
Colorado
$456K +$148K +1,751 +40%
LJAC
508
L.J. Altfest & Co
New York
$451K +$87.5K +1,032 +20%
HWM
509
HB Wealth Management
Georgia
$450K -$122K -1,434 -19%
HI
510
Horizon Investments
North Carolina
$448K +$678 +8 +0.1%
BFM
511
Boston Financial Management
Massachusetts
$448K – – –
FCP
512
Fidelis Capital Partners
Florida
$446K -$16.7K -197 -3%
FH
513
FWG Holdings
Florida
$446K +$506K +5,965 New
CCM
514
Coldstream Capital Management
Washington
$443K -$96.4K -1,137 -16%
EF
515
Empowered Funds
Pennsylvania
$441K -$78.2K -923 -13%
SFA
516
Sequoia Financial Advisors
Ohio
$439K +$42.7K +504 +9%
HCPC
517
Hamilton Capital Partners (Canada)
$438K +$500K +5,902 New
IIC
518
Integrated Investment Consultants
Michigan
$435K – – –
UCFA
519
United Capital Financial Advisors
Texas
$425K -$89.8K -1,060 -16%
HSA
520
HBK Sorce Advisory
Pennsylvania
$424K +$59K +696 +14%
FLPIM
521
F.L. Putnam Investment Management
Massachusetts
$421K -$26.2K -309 -5%
NRD
522
Nebula Research & Development
New York
$420K -$165K -1,950 -26%
BIM
523
Bridges Investment Management
Nebraska
$419K +$480K +5,658 New
GCM
524
Graham Capital Management
Connecticut
$412K +$471K +5,556 New
LSAG
525
Lake Street Advisors Group
New Hampshire
$409K +$71.4K +842 +18%