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CoStar Group

Name Holding Trade Value Shares
Change
Change in
Stake
CAWM
601
Capital A Wealth Management
Pennsylvania
$318K +$685 +9 +0.2%
TCBWMS
602
Texas Capital Bank Wealth Management Services
Texas
$317K +$304K +3,996 New
MPM
603
MBB Public Markets
Illinois
$316K +$304K +3,991 New
GL
604
Graypoint LLC
New York
$315K +$53.8K +707 +22%
SSWM
605
Strait & Sound Wealth Management
California
$309K +$297K +3,906 New
Los Angeles Capital Management
606
Los Angeles Capital Management
California
$307K -$348K -4,580 -54%
NS
607
NBC Securities
Alabama
$307K +$295K +3,881 +129,367%
Balyasny Asset Management
608
Balyasny Asset Management
Illinois
$302K
FHA
609
First Horizon Advisors
Tennessee
$297K +$13.6K +179 +5%
FT
610
Fiduciary Trust
Massachusetts
$294K -$21K -276 -7%
DT
611
Diversified Trust
Tennessee
$293K -$6.62K -87 -2%
LCM
612
Landscape Capital Management
New Jersey
$293K +$281K +3,700 New
KP
613
Keel Point
Alabama
$285K +$49.2K +647 +22%
PCA
614
Pallas Capital Advisors
Massachusetts
$283K -$221K -2,909 -45%
WMA
615
Wealth Management Associates
New Jersey
$281K +$23.4K +308 +10%
SPS
616
Susquehanna Portfolio Strategies
Pennsylvania
$280K +$269K +3,530 New
SC
617
Shay Capital
New York
$277K +$266K +3,500 New
VA
618
VestGen Advisors
Illinois
$271K +$260K +3,421 New
GSWM
619
Golden State Wealth Management
California
$268K +$15.2K +200 +6%
IWM
620
IHT Wealth Management
Illinois
$266K +$8.37K +110 +3%
HP
621
HT Partners
Connecticut
$265K
GAM
622
Generali Asset Management
Italy
$263K +$456 +6 +0.2%
RI
623
Ridgewood Investments
New Jersey
$262K -$9.13K -120 -4%
AIP
624
Arrowpoint Investment Partners
Singapore
$261K +$251K +3,300 New
FRA
625
Frank Rimerman Advisors
California
$260K +$249K +3,277 New