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CoStar Group
CSGP

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
576
Wallace Advisory Group
California
$363K +$386K +5,075 New
PFBT
577
Parkside Financial Bank & Trust
Missouri
$360K +$16.3K +214 +5%
PCP
578
Proficio Capital Partners
Massachusetts
$352K +$19.4K +255 +6%
BMWM
579
Brown Miller Wealth Management
Virginia
$352K +$8.75K +115 +3%
HSA
580
HBK Sorce Advisory
Pennsylvania
$352K -$13.2K -174 -4%
DAS
581
Diversify Advisory Services
Utah
$348K -$361K -4,744 -53%
MSFS
582
Main Street Financial Solutions
Pennsylvania
$348K -$3.35K -44 -1%
BPA
583
Beacon Pointe Advisors
California
$347K +$333K +4,382 New
VSQM
584
V-Square Quantitative Management
Illinois
$339K -$11.6K -152 -3%
GT
585
Greenleaf Trust
Michigan
$338K +$42.5K +558 +15%
MAS
586
Meeder Advisory Services
Ohio
$337K +$324K +4,254 New
OWCM
587
One Wealth Capital Management
Arizona
$336K -$21.8K -286 -6%
FLPIM
588
F.L. Putnam Investment Management
Massachusetts
$335K -$31.1K -409 -9%
TSW
589
Three Seasons Wealth
Utah
$335K +$83.9K +1,103 +35%
BFG
590
Birch Financial Group
New Hampshire
$335K -$66.5K -874 -17%
AA
591
Apriem Advisors
California
$333K – – –
CI
592
Cigna Investments
Connecticut
$333K +$1.75K +23 +0.6%
CWM
593
CCG Wealth Management
California
$332K -$27.5K -362 -8%
MFG
594
Merit Financial Group
Georgia
$329K +$52.7K +693 +20%
1CP
595
17 Capital Partners
Arizona
$327K +$314K +4,133 New
TA
596
Tectonic Advisors
Texas
$325K +$3.65K +48 +1%
SMA
597
Sage Mountain Advisors
Georgia
$324K +$312K +4,095 New
AWM
598
Apollon Wealth Management
South Carolina
$324K -$688K -9,047 -69%
FFM
599
Forum Financial Management
Illinois
$323K +$5.71K +75 +2%
IAA
600
Independent Advisor Alliance
North Carolina
$322K +$53.3K +700 +21%
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