We are live on ! Find out more
CSGP icon

CoStar Group

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
601
Bellevue Asset Management
Washington
$4K – – –
BWM
602
BerganKDV Wealth Management
Minnesota
$4K – – –
DWP
603
Destiny Wealth Partners
Florida
$4K – – –
JWM
604
Janiczek Wealth Management
Colorado
$4K – – –
NIC
605
Northwest Investment Counselors
Oregon
$4K – – –
SCA
606
Stonebridge Capital Advisors
Minnesota
$4K +$1.46K +21 +70%
AWM
607
Accel Wealth Management
Iowa
$3K – – –
BWM
608
Baystate Wealth Management
Massachusetts
$3K – – –
LFG
609
Larson Financial Group
Missouri
$3K – – –
AF
610
Advisornet Financial
Minnesota
$3K +$2.78K +40 +800%
CCM
611
Covington Capital Management
California
$3K +$2.78K +40 New
PFPT
612
Pinnacle Financial Partners (Tennessee)
Tennessee
$3K +$3.47K +50 New
RWM
613
Raffa Wealth Management
District of Columbia
$2.79K – – –
PWMG
614
Prestige Wealth Management Group
New Jersey
$2K – – –
DI
615
Disciplined Investments
Oklahoma
$2K +$347 +5 +24%
BTI
616
Blue Trust Inc
Georgia
$2K +$1.04K +15 +68%
LF
617
Lee Financial
Texas
$2K +$1.6K +23 +767%
GRP
618
Global Retirement Partners
California
$2K +$1.8K +26 New
SWA
619
Sutton Wealth Advisors
Florida
$1.67K +$278 +4 +20%
AWM
620
Abound Wealth Management
Tennessee
$1.39K +$1.39K +20 New
Lazard Asset Management
621
Lazard Asset Management
New York
$1K -$32.7K -471 -96%
AWM
622
Atticus Wealth Management
Florida
$1K – – –
EARNEST Partners
623
EARNEST Partners
Georgia
$1K – – –
HWM
624
HighMark Wealth Management
Minnesota
$1K – – –
KFI
625
Key Financial Inc
Pennsylvania
$1K – – –