We are live on ! Find out more
CSGP icon

CoStar Group

Name Holding Trade Value Shares
Change
Change in
Stake
SBSB
526
Sullivan, Bruyette, Speros & Blaney
Virginia
$124K – – –
T
527
TOBAM
France
$124K – – –
TF
528
Tompkins Financial
New York
$119K – – –
AI
529
ArchPoint Investors
Florida
$113K – – –
PFO
530
Pathstone Family Office
New Jersey
$106K +$13.2K +150 +15%
NR
531
Newfound Research
Massachusetts
$102K +$58.7K +670 +156%
S
532
SignatureFD
Georgia
$97K +$8.77K +100 +11%
HNB
533
Huntington National Bank
Ohio
$93K +$12.3K +140 +16%
GC
534
Grace Capital
Massachusetts
$92K +$87.7K +1,000 New
CFA
535
Carroll Financial Associates
North Carolina
$86K – – –
QCG
536
Quadrant Capital Group
Ohio
$85K -$38.6K -440 -32%
JFGIW
537
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$75K +$71K +810 New
PCM
538
Penserra Capital Management
California
$73K +$40.3K +460 +135%
EW
539
Evoke Wealth
California
$66K +$61.4K +700 +7,000%
LWA
540
Lenox Wealth Advisors
New York
$65K – – –
PMFA
541
Plante Moran Financial Advisors
Michigan
$61K -$8.77K -100 -13%
BCA
542
Berman Capital Advisors
Georgia
$59K +$5.26K +60 +10%
CAAS
543
Capital Asset Advisory Services
Michigan
$57K +$54.4K +620 New
CTFG
544
Capstone Triton Financial Group
Oklahoma
$54K +$50.9K +580 New
Carson Wealth (CWM LLC)
545
Carson Wealth (CWM LLC)
Nebraska
$52K – – –
CFD
546
Creative Financial Designs
Indiana
$51K – – –
JGIA
547
Jackson Grant Investment Advisers
Connecticut
$49K +$46.5K +530 New
EI
548
Ellevest Inc
New York
$47K – – –
IA
549
IFP Advisors
Florida
$47K +$32.4K +370 +264%
HIA
550
Harbor Investment Advisory
Maryland
$46K – – –