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CoStar Group

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
501
Venturi Wealth Management
Texas
$870K +$63.4K +717 +7%
PA
502
Parallel Advisors
California
$858K +$328K +3,708 +57%
CII
503
Capital International Inc
California
$840K -$1.01M -11,414 -53%
MF
504
Magnetar Financial
Illinois
$833K +$873K +9,878 New
TCWA
505
Turtle Creek Wealth Advisors
Texas
$833K +$10.5K +119 +1%
DTL
506
Dynamic Technology Lab
Singapore
$820K +$567K +6,411 +194%
Kovitz Investment Group Partners
507
Kovitz Investment Group Partners
Illinois
$814K +$176K +1,986 +26%
RWM
508
Ritholtz Wealth Management
New York
$813K +$851K +9,631 New
IA
509
Integrity Alliance
Iowa
$807K +$845K +9,566 New
HBT
510
Hills Bank & Trust
Iowa
$802K
SWP
511
Stratos Wealth Partners
Ohio
$786K +$823K +9,318 New
BFA
512
Buttonwood Financial Advisors
Maryland
$780K +$343K +3,878 +72%
NAS
513
Nicolet Advisory Services
Wisconsin
$777K +$50.2K +568 +6%
AP
514
Americana Partners
Texas
$774K +$114K +1,285 +16%
SAM
515
Smartleaf Asset Management
Massachusetts
$769K +$206K +2,333 +34%
COI
516
Connable Office Inc
Michigan
$759K
SAM
517
Stansberry Asset Management
Texas
$748K -$21.5K -243 -3%
Walleye Trading
518
Walleye Trading
New York
$741K +$777K +8,788 New
SC
519
Sapient Capital
Indiana
$739K -$263K -2,977 -25%
CG
520
Caprock Group
Idaho
$732K +$723K +8,181 New
DT
521
Diversified Trust
Tennessee
$724K +$492K +5,568 +185%
PP
522
Patten & Patten
Tennessee
$722K -$265 -3 -0%
EF
523
Empirical Finance
Pennsylvania
$720K +$13.6K +154 +2%
EFG
524
Everhart Financial Group
Ohio
$713K +$115K +1,305 +18%
LOAMS
525
Lombard Odier Asset Management (Switzerland)
Switzerland
$710K +$533K +6,032 +52%