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CoStar Group
CSGP

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
551
Jackson Wealth Management
Florida
$12K +$2.6M +30,024 +103%
OCM
552
Orion Capital Management
California
$9K – – –
WBC
553
West Branch Capital
Massachusetts
$9K – – –
BIA
554
Bell Investment Advisors
California
$9K +$8.99K +104 New
BA
555
Bellwether Advisors
Nebraska
$9K +$10K +116 New
BAMF
556
BI Asset Management Fondsmaeglerselskab
Denmark
$8K – – –
SPIA
557
Steward Partners Investment Advisory
New York
$8K – – –
SQA
558
Simon Quick Advisors
New Jersey
$8K +$864 +10 +11%
ADL
559
Asset Dedication LLC
California
$8K +$7.78K +90 New
LWCFA
560
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K +$6.22K +72 +900%
OIA
561
Optimum Investment Advisors
Illinois
$7K +$7.17K +83 New
HWA
562
Heritage Wealth Advisors
Virginia
$6.88K – – –
JCM
563
Jacobi Capital Management
Pennsylvania
$6K -$24.2K -280 -80%
IRC
564
Investors Research Corp
Georgia
$6K – – –
MS
565
Mizuho Securities
Japan
$6K – – –
RIM
566
Rockbridge Investment Management
New York
$6K – – –
WT
567
Washington Trust
Rhode Island
$6K +$1.04K +12 +20%
HDIM
568
Hanson & Doremus Investment Management
Vermont
$6K +$6.05K +70 New
BWM
569
BerganKDV Wealth Management
Minnesota
$5K +$259 +3 +5%
BAM
570
Bellevue Asset Management
Washington
$5K +$519 +6 +12%
CWP
571
Concord Wealth Partners
Virginia
$4K -$8.64K -100 -67%
PCTC
572
Perkins Coie Trust Company
Washington
$4K – – –
SWM
573
Selective Wealth Management
Virginia
$4K – – –
GWS
574
Glassman Wealth Services
Virginia
$4K +$864 +10 +30%
WWM
575
Wolff Wiese Magana
California
$4K +$4.32K +50 New
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