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CoStar Group
CSGP

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
551
Independent Advisor Alliance
North Carolina
$347K -$31.4K -371 -7%
LNWWM
552
Laird Norton Wetherby Wealth Management
California
$343K -$52.8K -623 -12%
RWP
553
RWA Wealth Partners
Massachusetts
$339K – – –
CWM
554
CCG Wealth Management
California
$337K +$74.6K +880 +24%
IPAM
555
ICICI Prudential Asset Management
India
$333K +$35.7K +421 +10%
EFG
556
Everhart Financial Group
Ohio
$331K +$29K +342 +8%
MSFS
557
Main Street Financial Solutions
Pennsylvania
$329K +$376K +4,439 New
RJT
558
Raymond James Trust
Florida
$322K -$7.46K -88 -2%
BMWM
559
Brown Miller Wealth Management
Virginia
$321K – – –
CI
560
Cigna Investments
Connecticut
$316K -$4.41K -52 -1%
NP
561
NorthRock Partners
Minnesota
$314K -$6.36K -75 -2%
SAM
562
Smartleaf Asset Management
Massachusetts
$312K +$97.9K +1,155 +38%
AA
563
Apriem Advisors
California
$312K – – –
CCA
564
Cobblestone Capital Advisors
New York
$310K -$604K -7,123 -63%
SCM
565
Stevens Capital Management
Pennsylvania
$307K +$351K +4,139 New
BPA
566
Beacon Pointe Advisors
California
$305K -$16.9K -200 -5%
WS
567
Wedbush Securities
California
$304K -$450K -5,305 -56%
EFM
568
E Fund Management
China
$304K +$6.44K +76 +2%
FG
569
Fiduciary Group
Georgia
$299K -$8.9K -105 -3%
FFM
570
Forum Financial Management
Illinois
$297K -$1.44K -17 -0.4%
FHA
571
First Horizon Advisors
Tennessee
$296K +$36.8K +434 +12%
PCP
572
Proficio Capital Partners
Massachusetts
$291K -$6.19K -73 -2%
BAM
573
Blueshift Asset Management
New Jersey
$290K +$331K +3,906 New
WA
574
Wealth Alliance
New York
$288K -$2.03K -24 -0.6%
S
575
SignatureFD
Georgia
$287K -$94.2K -1,112 -22%
21 22
23
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