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CoStar Group

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
576
Activest Wealth Management
Florida
$7K +$6.92K +80 New
PGWM
577
Parisi Gray Wealth Management
New Jersey
$7K +$7.78K +90 New
HWA
578
Heritage Wealth Advisors
Virginia
$6.63K – – –
IRC
579
Investors Research Corp
Georgia
$6K – – –
MS
580
Mizuho Securities
Japan
$6K – – –
RIM
581
Rockbridge Investment Management
New York
$6K – – –
BWM
582
BerganKDV Wealth Management
Minnesota
$5K – – –
LWM
583
Liberty Wealth Management
California
$5K +$1.73K +20 +50%
WT
584
Washington Trust
Rhode Island
$5K +$1.73K +20 +50%
WTC
585
WhitTier Trust Company
Nevada
$4K -$36.6K -423 -90%
BAM
586
Bellevue Asset Management
Washington
$4K +$1.73K +20 +67%
GWSG
587
GPS Wealth Strategies Group
Colorado
$4K +$4.32K +50 New
PCTC
588
Perkins Coie Trust Company
Washington
$4K +$4.32K +50 New
SWM
589
Selective Wealth Management
Virginia
$4K +$4.32K +50 New
RWM
590
Raffa Wealth Management
District of Columbia
$3.31K – – –
BWM
591
Baystate Wealth Management
Massachusetts
$3K – – –
HWM
592
HighMark Wealth Management
Minnesota
$3K – – –
GWS
593
Glassman Wealth Services
Virginia
$3K +$259 +3 +10%
MCM
594
Manchester Capital Management
Vermont
$3K +$2.85K +33 New
PWMG
595
Prestige Wealth Management Group
New Jersey
$2K – – –
SIC
596
Salem Investment Counselors
North Carolina
$2K – – –
SCA
597
Stonebridge Capital Advisors
Minnesota
$2K – – –
AssetMark Inc
598
AssetMark Inc
California
$2K +$864 +10 +50%
NFSG
599
Newbridge Financial Services Group
Florida
$2K +$1.73K +20 +200%
TLFA
600
True Link Financial Advisors
California
$2K +$1.73K +20 New