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CoStar Group
CSGP

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
576
Wealth Alliance
New York
$392K -$33.7K -433 -8%
FFM
577
Forum Financial Management
Illinois
$389K +$58.8K +755 +18%
OWCM
578
One Wealth Capital Management
Arizona
$385K +$42.7K +548 +13%
S
579
SignatureFD
Georgia
$385K -$73.1K -939 -16%
CCA
580
Checchi Capital Advisers
California
$377K +$2.65K +34 +0.7%
GAM
581
Gotham Asset Management
New York
$375K +$363K +4,663 New
TA
582
Tectonic Advisors
Texas
$375K +$44K +565 +14%
NP
583
NorthRock Partners
Minnesota
$370K -$49.9K -641 -12%
CCG
584
Chatham Capital Group
Georgia
$366K -$29.2K -375 -8%
QIM
585
Quantitative Investment Management
Virginia
$366K +$355K +4,556 New
DAS
586
Diversify Advisory Services
Utah
$366K -$6.39K -82 -2%
PCP
587
Proficio Capital Partners
Massachusetts
$364K +$6.39K +82 +2%
PIM
588
Plato Investment Management
Australia
$358K -$234K -3,004 -40%
BMWM
589
Brown Miller Wealth Management
Virginia
$357K – – –
PFBT
590
Parkside Financial Bank & Trust
Missouri
$356K -$8.34K -107 -2%
PCA
591
Pallas Capital Advisors
Massachusetts
$356K +$66.4K +853 +24%
TSW
592
Three Seasons Wealth
Utah
$354K +$13.9K +179 +4%
MSFS
593
Main Street Financial Solutions
Pennsylvania
$352K -$623 -8 -0.2%
PM
594
Pembroke Management
Quebec, Canada
$350K +$339K +4,357 New
FNBT
595
FineMark National Bank & Trust
Florida
$350K +$125K +1,600 +58%
AWM
596
Apollon Wealth Management
South Carolina
$348K +$19.2K +247 +6%
OTL
597
Oak Thistle LLC
New York
$347K +$336K +4,314 New
NS
598
NBC Securities
Alabama
$343K +$30.6K +393 +10%
FLPIM
599
F.L. Putnam Investment Management
Massachusetts
$341K +$545 +7 +0.2%
AA
600
Apriem Advisors
California
$338K – – –
22 23
24
25 26