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CoStar Group

Name Holding Trade Value Shares
Change
Change in
Stake
BMWM
576
Brown Miller Wealth Management
Virginia
$299K
OWCM
577
One Wealth Capital Management
Arizona
$298K -$10.8K -152 -3%
DWM
578
Diversify Wealth Management
Utah
$296K -$20.5K -290 -6%
JRPIM
579
Journey Retirement Planning & Investment Management
Idaho
$290K +$306K +4,314 New
MWM
580
Moran Wealth Management
Florida
$289K -$146K -2,059 -32%
AA
581
Apriem Advisors
California
$283K -$1.35K -19 -0.4%
NS
582
NBC Securities
Alabama
$283K -$4.75K -67 -2%
MYIA
583
Mount Yale Investment Advisors
Colorado
$281K -$41.4K -584 -12%
GSWM
584
Golden State Wealth Management
California
$281K +$38.7K +547 +15%
CWM
585
CCG Wealth Management
California
$280K -$850 -12 -0.3%
PMAM
586
Picton Mahoney Asset Management
Ontario, Canada
$278K +$293K +4,140 New
CI
587
Cigna Investments
Connecticut
$278K
CCA
588
Checchi Capital Advisers
California
$277K -$15.4K -217 -5%
FLPIM
589
F.L. Putnam Investment Management
Massachusetts
$274K -$41.8K -590 -13%
AWM
590
Aprio Wealth Management
Georgia
$274K -$148K -2,084 -34%
GRP
591
Global Retirement Partners
California
$271K +$128K +1,800 +81%
Vontobel Holding
592
Vontobel Holding
Switzerland
$269K
PE
593
PCM Encore
Colorado
$268K +$283K +3,990 New
CFG
594
Citizens Financial Group
Rhode Island
$267K -$32.4K -457 -10%
BB
595
Bell Bank
North Dakota
$266K -$625K -8,821 -69%
AI
596
Atom Investors
Texas
$266K +$280K +3,959 New
KF
597
Krilogy Financial
Missouri
$264K -$1.42M -20,110 -83%
SC
598
Savant Capital
Illinois
$260K +$14.1K +199 +5%
NWAG
599
Net Worth Advisory Group
Utah
$258K -$7.51K -106 -3%
WA
600
Wealth Alliance
New York
$256K -$74.2K -1,048 -22%