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CoStar Group
CSGP

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMR
551
GC Wealth Management RIA
Massachusetts
$567K +$356K +4,029 +150%
HH
552
Hilltop Holdings
Texas
$564K +$66.9K +757 +13%
CCM
553
Coldstream Capital Management
Washington
$561K +$90.8K +1,027 +18%
TSW
554
Three Seasons Wealth
Utah
$560K +$197K +2,227 +51%
VF
555
Virtu Financial
New York
$551K +$577K +6,526 New
IPAM
556
ICICI Prudential Asset Management
India
$549K +$108K +1,219 +23%
HNB
557
Huntington National Bank
Ohio
$541K +$132K +1,499 +31%
IP
558
Intellectus Partners
California
$539K +$40.9K +463 +8%
MWM
559
Moran Wealth Management
Florida
$536K -$36.4K -412 -6%
BCM
560
Buckhead Capital Management
Georgia
$532K – – –
OAM
561
Ostrum Asset Management
France
$528K -$17.1K -194 -3%
CCC
562
Chesapeake Capital Corp
Florida
$523K +$547K +6,194 New
AWM
563
Aprio Wealth Management
Georgia
$519K +$75.4K +853 +16%
HIA
564
Harbor Investment Advisory
Maryland
$515K – – –
SM
565
STF Management
Texas
$513K -$16.9K -191 -3%
PWM
566
Perigon Wealth Management
California
$511K +$3.36K +38 +0.6%
TE
567
Tema ETFs
New York
$510K +$534K +6,042 New
PWMG
568
Prestige Wealth Management Group
New Jersey
$508K +$22.9K +259 +4%
NP
569
NorthRock Partners
Minnesota
$506K +$124K +1,402 +30%
SFI
570
Siemens Fonds Invest
Germany
$501K -$2.74K -31 -0.5%
BOM
571
Bank of Marin
California
$500K +$21.3K +241 +4%
1CP
572
17 Capital Partners
Arizona
$500K +$1.15K +13 +0.2%
BFG
573
Birch Financial Group
New Hampshire
$496K +$185K +2,091 +55%
SPIA
574
Steward Partners Investment Advisory
New York
$496K -$76.8K -869 -13%
AI
575
AXS Investments
New York
$495K +$518K +5,867 New
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