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CoStar Group
CSGP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
526
Citizens Financial Group
Rhode Island
$285K -$424K -5,486 -63%
BL
527
Balentine LLC
Georgia
$285K +$20.2K +261 +9%
WMA
528
Wealth Management Associates
New Jersey
$280K -$48K -622 -17%
UB
529
UMB Bank
Missouri
$279K +$78.3K +1,014 +48%
KWM
530
Kolinsky Wealth Management
New Jersey
$277K -$1.85K -24 -0.8%
C
531
Certuity
Florida
$277K -$46.1K -597 -16%
WC
532
Waterloo Capital
Texas
$275K +$239K +3,093 New
FHA
533
First Horizon Advisors
Tennessee
$271K +$12.5K +162 +6%
WP
534
WMS Partners
Maryland
$271K +$1.7K +22 +0.7%
CS
535
Comerica Securities
Michigan
$270K +$234K +3,037 New
NP
536
NorthRock Partners
Minnesota
$270K +$234K +3,032 New
IWM
537
IHT Wealth Management
Illinois
$269K +$234K +3,026 New
CC
538
Courier Capital
New York
$268K – – –
V
539
Veritable
Delaware
$268K +$232K +3,011 New
TSW
540
Thompson Siegel & Walmsley
Virginia
$267K -$77.2K -1,000 -25%
UM
541
UniSuper Management
Australia
$267K +$232K +3,000 New
FWM
542
FFT Wealth Management
Pennsylvania
$267K +$231K +2,998 New
EWM
543
Endurance Wealth Management
Rhode Island
$264K – – –
BEI
544
Benjamin Edwards Inc
Missouri
$263K -$20.9K -271 -8%
AAP
545
Arax Advisory Partners
Colorado
$252K – – –
NP
546
Nilsine Partners
Colorado
$251K -$28K -363 -11%
FNBT
547
FineMark National Bank & Trust
Florida
$251K +$217K +2,815 New
PCS
548
Personal CFO Solutions
New Jersey
$248K +$215K +2,784 New
IPAM
549
ICICI Prudential Asset Management
India
$247K +$13.4K +173 +7%
EST
550
EA Series Trust
Pennsylvania
$246K +$213K +2,759 New
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