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CoStar Group
CSGP

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
526
Nilsine Partners
Colorado
$219K +$235K +3,183 New
RIA
527
Realta Investment Advisors
Delaware
$219K +$74 +1 +0%
CF
528
Centaurus Financial
California
$216K +$1.7K +23 +0.7%
EFG
529
Everhart Financial Group
Ohio
$213K -$135K -1,829 -37%
KWM
530
Kolinsky Wealth Management
New Jersey
$213K -$110K -1,497 -33%
IAA
531
Independent Advisor Alliance
North Carolina
$210K +$225K +3,050 New
WP
532
WMS Partners
Maryland
$208K -$13.1K -178 -6%
CC
533
Courier Capital
New York
$208K – – –
SGA
534
Sustainable Growth Advisers
Connecticut
$207K +$222K +3,011 New
HSA
535
HBK Sorce Advisory
Pennsylvania
$207K +$222K +3,003 New
EWM
536
Endurance Wealth Management
Rhode Island
$204K – – –
NAS
537
Nicolet Advisory Services
Wisconsin
$203K +$219K +2,973 New
BL
538
Balentine LLC
Georgia
$202K -$28.5K -386 -12%
FHA
539
First Horizon Advisors
Tennessee
$199K -$24.3K -329 -10%
EDRH
540
Edmond de Rothschild Holding
Switzerland
$198K -$30.8K -418 -13%
AAP
541
Arax Advisory Partners
Colorado
$195K -$7.45K -101 -3%
T
542
TOBAM
France
$184K +$35.5K +481 +22%
O
543
Ossiam
France
$184K -$248K -3,367 -56%
HWM
544
HighMark Wealth Management
Minnesota
$182K +$193K +2,616 +12,457%
SC
545
Steph & Co
Wisconsin
$181K +$174K +2,357 +857%
SIM
546
Sentry Investment Management
Wisconsin
$181K – – –
IPAM
547
ICICI Prudential Asset Management
India
$179K +$41.5K +562 +28%
BCV
548
Banque Cantonale Vaudoise
Switzerland
$172K – – –
SGA
549
Seaport Global Advisors
Massachusetts
$169K -$68.7K -931 -28%
HFS
550
Hantz Financial Services
Michigan
$164K +$175K +2,378 New
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