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CoStar Group

Name Holding Trade Value Shares
Change
Change in
Stake
NICM
501
Neo Ivy Capital Management
New York
$548K +$73.9K +1,043 +15%
BOSSRA
502
B.O.S.S. Retirement Advisors
Utah
$543K -$825K -11,640 -59%
SAM
503
Stansberry Asset Management
Texas
$538K -$61.2K -864 -10%
Fifth Third Bancorp
504
Fifth Third Bancorp
Ohio
$529K -$283K -3,998 -34%
SWM
505
Spire Wealth Management
Virginia
$524K -$22.3K -315 -4%
TSW
506
Three Seasons Wealth
Utah
$524K +$81.7K +1,154 +17%
RBI
507
Raiffeisen Bank International
Austria
$512K
BTWM
508
Baker Tilly Wealth Management
Wisconsin
$503K -$18K -254 -3%
AWA
509
Aaron Wealth Advisors
Illinois
$503K +$295K +4,162 +126%
SCA
510
Snowden Capital Advisors
New York
$502K -$51.9K -732 -9%
BOM
511
Bank of Marin
California
$497K +$104K +1,471 +25%
AP
512
Americana Partners
Texas
$496K -$127K -1,792 -20%
Capstone Investment Advisors
513
Capstone Investment Advisors
New York
$495K -$4.98M -70,342 -91%
PGFC
514
Peapack-Gladstone Financial Corp
New Jersey
$486K -$43.7K -617 -8%
BWM
515
Baron Wealth Management
Michigan
$480K -$1.2K -17 -0.2%
BFA
516
Buttonwood Financial Advisors
Maryland
$476K -$153K -2,159 -23%
TPI
517
Trust Point Inc
Wisconsin
$476K -$921 -13 -0.2%
MFG
518
Merit Financial Group
Georgia
$471K -$34.1K -482 -6%
BCV
519
Banque Cantonale Vaudoise
Switzerland
$469K -$404K -5,704 -45%
WUW
520
Wheels Up Wealth
California
$467K +$492K +6,940 New
SAM
521
Smartleaf Asset Management
Massachusetts
$464K -$162K -2,286 -25%
First Manhattan
522
First Manhattan
New York
$460K
BCM
523
Buckhead Capital Management
Georgia
$458K +$35.9K +507 +8%
IPAM
524
ICICI Prudential Asset Management
India
$457K +$20.9K +295 +5%
HCM
525
Hengehold Capital Management
Ohio
$455K