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CoStar Group

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
551
Checchi Capital Advisers
California
$363K +$8.35K +97 +3%
CWM
552
CCG Wealth Management
California
$354K +$7.32K +85 +2%
CWA
553
CM Wealth Advisors
Ohio
$348K +$324K +3,761 New
AIA
554
Angeles Investment Advisors
California
$345K -$5.17K -60 -2%
VAS
555
Vestmark Advisory Solutions
Massachusetts
$345K -$27.3K -317 -8%
FHA
556
First Horizon Advisors
Tennessee
$344K +$115K +1,333 +60%
WPC
557
Wedmont Private Capital
Pennsylvania
$341K +$8.78K +102 +3%
PSA
558
Plum Street Advisors
Louisiana
$339K +$387K +4,500 New
Nomura Holdings
559
Nomura Holdings
Japan
$339K -$5.94M -68,958 -95%
STA
560
Summit Trail Advisors
New York
$338K +$301K +3,496 New
PFBT
561
Parkside Financial Bank & Trust
Missouri
$335K -$83.2K -966 -22%
FT
562
Fiduciary Trust
Massachusetts
$331K +$75.9K +882 +35%
NCFG
563
New Century Financial Group
New Jersey
$329K +$18.1K +210 +7%
DWM
564
Dynasty Wealth Management
Florida
$327K +$292K +3,387 New
HP
565
HT Partners
Connecticut
$323K – – –
BL
566
Balentine LLC
Georgia
$321K +$4.56K +53 +2%
BEI
567
Benjamin Edwards Inc
Missouri
$313K +$18.8K +218 +7%
HAG
568
HighPoint Advisor Group
Illinois
$311K -$3.87K -45 -1%
QI
569
Qtron Investments
Massachusetts
$308K +$274K +3,188 New
MPWT
570
MassMutual Private Wealth & Trust
Connecticut
$308K -$137K -1,588 -33%
GT
571
Greenleaf Trust
Michigan
$307K +$3.7K +43 +1%
TAM
572
Tocqueville Asset Management
New York
$301K +$268K +3,118 New
IWM
573
IHT Wealth Management
Illinois
$295K +$2.32K +27 +0.9%
SAM
574
Smartleaf Asset Management
Massachusetts
$293K +$72.9K +847 +39%
CC
575
Courier Capital
New York
$291K – – –