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CoStar Group

Name Holding Trade Value Shares
Change
Change in
Stake
BMWM
526
Brown Miller Wealth Management
Virginia
$418K – – –
NP
527
NorthRock Partners
Minnesota
$417K +$24.2K +281 +7%
BPA
528
Beacon Pointe Advisors
California
$417K +$3.27K +38 +0.9%
CI
529
Cigna Investments
Connecticut
$416K – – –
MWM
530
Moran Wealth Management
Florida
$407K +$142K +1,646 +64%
AA
531
Apriem Advisors
California
$406K – – –
SCA
532
Snowden Capital Advisors
New York
$402K +$4.48K +52 +1%
FG
533
Fiduciary Group
Georgia
$399K – – –
EFG
534
Everhart Financial Group
Ohio
$399K +$41.9K +487 +13%
IPAM
535
ICICI Prudential Asset Management
India
$393K +$8.87K +103 +3%
BRWA
536
B. Riley Wealth Advisors
Florida
$391K +$144K +1,673 +49%
ONB
537
Old National Bancorp
Indiana
$391K -$33.8K -393 -9%
FFM
538
Forum Financial Management
Illinois
$388K +$2.75K +32 +0.8%
EFM
539
E Fund Management
China
$388K -$4.13K -48 -1%
PCP
540
Proficio Capital Partners
Massachusetts
$386K +$4.56K +53 +1%
GT
541
Glenmede Trust
Pennsylvania
$384K -$134K -1,560 -28%
1CP
542
17 Capital Partners
Arizona
$383K -$10.8K -125 -3%
LFM
543
LGT Fund Management
Liechtenstein
$381K +$339K +3,941 New
WA
544
Wealth Alliance
New York
$377K -$54.8K -636 -14%
SQA
545
Simon Quick Advisors
New Jersey
$372K +$331K +3,849 New
VWM
546
Venturi Wealth Management
Texas
$371K +$31.3K +364 +10%
GFS
547
GYL Financial Synergies
Connecticut
$368K +$4.05K +47 +1%
EAM
548
Empirical Asset Management
Massachusetts
$368K +$328K +3,808 New
SLAM
549
Swiss Life Asset Management
$365K -$3.6M -41,876 -92%
HFS
550
Hantz Financial Services
Michigan
$364K +$75.2K +873 +30%