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CoStar Group
CSGP

Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
526
Beacon Pointe Advisors
California
$417K +$3.27K +38 +0.9%
CI
527
Cigna Investments
Connecticut
$416K – – –
MWM
528
Moran Wealth Management
Florida
$407K +$142K +1,646 +64%
AA
529
Apriem Advisors
California
$406K – – –
SCA
530
Snowden Capital Advisors
New York
$402K +$4.48K +52 +1%
FG
531
Fiduciary Group
Georgia
$399K – – –
EFG
532
Everhart Financial Group
Ohio
$399K +$41.9K +487 +13%
IPAM
533
ICICI Prudential Asset Management
India
$393K +$8.87K +103 +3%
BRWA
534
B. Riley Wealth Advisors
Florida
$391K +$144K +1,673 +49%
ONB
535
Old National Bancorp
Indiana
$391K -$33.8K -393 -9%
FFM
536
Forum Financial Management
Illinois
$388K +$2.75K +32 +0.8%
EFM
537
E Fund Management
China
$388K -$4.13K -48 -1%
PCP
538
Proficio Capital Partners
Massachusetts
$386K +$4.56K +53 +1%
GT
539
Glenmede Trust
Pennsylvania
$384K -$134K -1,560 -28%
1CP
540
17 Capital Partners
Arizona
$383K -$10.8K -125 -3%
LFM
541
LGT Fund Management
Liechtenstein
$381K +$339K +3,941 New
WA
542
Wealth Alliance
New York
$377K -$54.8K -636 -14%
SQA
543
Simon Quick Advisors
New Jersey
$372K +$331K +3,849 New
VWM
544
Venturi Wealth Management
Texas
$371K +$31.3K +364 +10%
GFS
545
GYL Financial Synergies
Connecticut
$368K +$4.05K +47 +1%
EAM
546
Empirical Asset Management
Massachusetts
$368K +$328K +3,808 New
SLAM
547
Swiss Life Asset Management
$365K -$3.6M -41,876 -92%
HFS
548
Hantz Financial Services
Michigan
$364K +$75.2K +873 +30%
CCA
549
Checchi Capital Advisers
California
$363K +$8.35K +97 +3%
CWM
550
CCG Wealth Management
California
$354K +$7.32K +85 +2%
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