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CoStar Group

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
526
Avitas Wealth Management
California
$402K -$26.4K -312 -5%
Sands Capital Management
527
Sands Capital Management
Virginia
$400K -$455M -5,370,084 -100%
KSWA
528
Kathleen S. Wright Associates
Pennsylvania
$398K +$2.54K +30 +0.6%
TPI
529
Trust Point Inc
Wisconsin
$392K -$27.7K -327 -6%
LCM
530
Laurion Capital Management
New York
$390K +$446K +5,267 New
CPBTD
531
Central Pacific Bank - Trust Division
Hawaii
$390K +$43.6K +514 +11%
GT
532
Glenmede Trust
Pennsylvania
$387K +$106K +1,255 +32%
Vontobel Holding
533
Vontobel Holding
Switzerland
$386K -$62.8K -741 -12%
CA
534
Clearstead Advisors
Ohio
$383K +$404K +4,767 +1,213%
SLAM
535
Swiss Life Asset Management
$383K +$117K +1,378 +36%
PCM
536
Penserra Capital Management
California
$381K +$40.5K +478 +10%
BTWM
537
Baker Tilly Wealth Management
Wisconsin
$381K -$26.6K -314 -6%
IWA
538
Icon Wealth Advisors
Texas
$380K -$80.5K -950 -16%
A
539
AlphaQuest
New York
$376K +$429K +5,058 +42,150%
BC
540
Bridgefront Capital
Texas
$372K +$426K +5,023 New
MFS
541
Mirabella Financial Services
United Kingdom
$372K +$425K +5,012 New
First Manhattan
542
First Manhattan
New York
$371K +$339 +4 +0.1%
MG
543
Marex Group
$371K +$424K +5,000 New
SAG
544
SageView Advisory Group
California
$369K +$421K +4,972 New
CCG
545
Chatham Capital Group
Georgia
$366K +$11.1K +131 +3%
VWM
546
Venturi Wealth Management
Texas
$361K +$87.1K +1,028 +27%
PHK
547
Point72 Hong Kong
Hong Kong
$356K +$407K +4,803 New
WSCM
548
Wellington Shields Capital Management
New York
$352K
PMAM
549
Picton Mahoney Asset Management
Ontario, Canada
$352K +$11.4K +135 +3%
IAA
550
Independent Advisor Alliance
North Carolina
$347K -$31.4K -371 -7%