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CoStar Group
CSGP

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
576
Steward Partners Investment Advisory
New York
$11K +$10.5K +120 New
LAS
577
Lloyd Advisory Services
Georgia
$10K -$877 -10 -8%
TVWM
578
Tower View Wealth Management
Wisconsin
$9K – – –
JCM
579
Jacobi Capital Management
Pennsylvania
$9K +$5.26K +60 +150%
OCM
580
Orion Capital Management
California
$9K +$8.77K +100 New
KFS
581
Kelly Financial Services
Massachusetts
$8.32K +$7.89K +90 New
EWA
582
Evolution Wealth Advisors
Florida
$8K +$7.89K +90 New
SQA
583
Simon Quick Advisors
New Jersey
$8K +$7.89K +90 New
HWA
584
Heritage Wealth Advisors
Virginia
$7K – – –
LWCFA
585
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K – – –
BAM
586
Barrett Asset Management
New York
$7K +$7.01K +80 New
VAIA
587
Virtus Alternative Investment Advisers
Connecticut
$6K -$5.26K -60 -46%
BWM
588
BerganKDV Wealth Management
Minnesota
$6K -$3.51K -40 -40%
IRC
589
Investors Research Corp
Georgia
$6K – – –
RIM
590
Rockbridge Investment Management
New York
$6K – – –
AWG
591
Altus Wealth Group
Colorado
$6K +$5.26K +60 New
JWM
592
Janiczek Wealth Management
Colorado
$6K +$5.26K +60 New
MS
593
Mizuho Securities
Japan
$6K +$5.26K +60 New
HWM
594
HighMark Wealth Management
Minnesota
$5K – – –
MCM
595
Manchester Capital Management
Vermont
$5K +$2.63K +30 +150%
MPWT
596
MassMutual Private Wealth & Trust
Connecticut
$5K +$4.38K +50 New
VFA
597
Valeo Financial Advisors
Indiana
$4K – – –
WT
598
Washington Trust
Rhode Island
$4K – – –
LWM
599
Liberty Wealth Management
California
$3K -$877 -10 -20%
BAM
600
Bellevue Asset Management
Washington
$3K – – –
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