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CoStar Group
CSGP

Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
551
Investors Research Corp
Georgia
$6K – – –
RIM
552
Rockbridge Investment Management
New York
$6K – – –
HWM
553
HighMark Wealth Management
Minnesota
$4K – – –
LWM
554
Liberty Wealth Management
California
$4K +$3.98K +50 New
VFA
555
Valeo Financial Advisors
Indiana
$3K -$67.7K -850 -96%
BAM
556
Bellevue Asset Management
Washington
$3K – – –
PFGIA
557
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
PWMG
558
Prestige Wealth Management Group
New Jersey
$3K – – –
WT
559
Washington Trust
Rhode Island
$3K – – –
JCM
560
Jacobi Capital Management
Pennsylvania
$3K +$1.59K +20 +100%
RWM
561
Raffa Wealth Management
District of Columbia
$2.55K – – –
GWS
562
Glassman Wealth Services
Virginia
$2K – – –
SBL
563
Sargent Bickham Lagudis
Colorado
$2K – – –
ACM
564
AUA Capital Management
Pennsylvania
$2K +$1.59K +20 New
CPW
565
Catalyst Private Wealth
California
$2K +$1.59K +20 New
CA
566
Crewe Advisors
Utah
$2K +$1.59K +20 New
MCM
567
Manchester Capital Management
Vermont
$2K +$1.59K +20 New
FCH
568
Freestone Capital Holdings
Washington
$1.7K +$1.59K +20 New
EW
569
Evoke Wealth
California
$1K -$1.59K -20 -67%
HFA
570
HC Financial Advisors
California
$1K – – –
BFEC
571
Benjamin F. Edwards & Company
Missouri
$1K +$797 +10 New
NIM
572
NuWave Investment Management
New Jersey
$1K +$797 +10 New
RA
573
Rational Advisors
New York
$1K +$797 +10 New
GWM
574
Geneos Wealth Management
Colorado
$1K +$1.59K +20 New
MCM
575
Melvin Capital Management
New York
– -$192M -2,700,000 Closed
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