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CoStar Group

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
501
United Capital Financial Advisors
Texas
$652K +$150K +1,971 +32%
Kovitz Investment Group Partners
502
Kovitz Investment Group Partners
Illinois
$647K +$38K +499 +7%
NAS
503
Nicolet Advisory Services
Wisconsin
$647K +$113K +1,486 +21%
Lido Advisors
504
Lido Advisors
California
$646K +$620K +8,152 New
OAM
505
Ostrum Asset Management
France
$632K -$1.28M -16,825 -68%
NW
506
NewEdge Wealth
Pennsylvania
$631K -$131K -1,728 -18%
Assenagon Asset Management
507
Assenagon Asset Management
Luxembourg
$630K -$29.9M -393,416 -98%
EF
508
Empowered Funds
Pennsylvania
$629K +$50.7K +666 +9%
FH
509
FWG Holdings
Florida
$628K +$88.4K +1,162 +18%
PAG
510
Private Advisor Group
New Jersey
$627K -$226K -2,970 -27%
AP
511
Americana Partners
Texas
$619K +$595K +7,815 New
BWM
512
Baron Wealth Management
Michigan
$618K -$37.7K -496 -6%
MWM
513
Moran Wealth Management
Florida
$609K -$40K -526 -6%
CFO
514
Callan Family Office
Pennsylvania
$603K +$91.7K +1,205 +19%
OC
515
Oarsman Capital
Wisconsin
$599K -$1.9K -25 -0.3%
PIM
516
Plato Investment Management
Australia
$599K -$477K -6,271 -46%
MSA
517
MUFG Securities Americas
New York
$591K +$107K +1,407 +23%
SPIA
518
Steward Partners Investment Advisory
New York
$583K +$17.3K +227 +3%
SFS
519
Sowell Financial Services
Arkansas
$576K +$553K +7,268 New
VI
520
Vestcor Inc
New Brunswick, Canada
$570K +$1.45K +19 +0.3%
SAM
521
Smartleaf Asset Management
Massachusetts
$548K +$132K +1,729 +33%
TFS
522
Thoroughbred Financial Services
Tennessee
$546K -$6.62K -87 -1%
EC
523
Enhancing Capital
Pennsylvania
$545K +$17K +224 +3%
First Manhattan
524
First Manhattan
New York
$542K +$141K +1,847 +37%
IWA
525
IVC Wealth Advisors
Pennsylvania
$540K -$137K -1,802 -21%