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CoStar Group

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
601
CCG Wealth Management
California
$335K -$1.48K -19 -0.5%
CI
602
Cigna Investments
Connecticut
$332K -$4.91K -63 -2%
HSA
603
HBK Sorce Advisory
Pennsylvania
$331K -$24.8K -319 -7%
SSWM
604
Strait & Sound Wealth Management
California
$331K +$16K +205 +5%
LNWWM
605
Laird Norton Wetherby Wealth Management
California
$326K +$316K +4,056 New
GL
606
Graypoint LLC
New York
$323K +$3.74K +48 +1%
Vontobel Holding
607
Vontobel Holding
Switzerland
$323K -$153K -1,961 -33%
TCBWMS
608
Texas Capital Bank Wealth Management Services
Texas
$322K +$623 +8 +0.2%
ASN
609
Advisory Services Network
Georgia
$317K +$8.65K +111 +3%
IAA
610
Independent Advisor Alliance
North Carolina
$308K -$17.6K -226 -6%
VSQM
611
V-Square Quantitative Management
Illinois
$308K -$34.6K -444 -10%
KP
612
Keel Point
Alabama
$308K +$18K +231 +6%
Holocene Advisors
613
Holocene Advisors
New York
$308K -$1.62M -20,742 -84%
DS
614
DRW Securities
Illinois
$307K +$298K +3,823 New
MCM
615
MAI Capital Management
Ohio
$307K +$143K +1,838 +93%
BFG
616
Birch Financial Group
New Hampshire
$305K -$33.6K -431 -10%
BIG
617
Brooklyn Investment Group
New York
$302K +$136K +1,744 +87%
MAS
618
Meeder Advisory Services
Ohio
$301K -$40.1K -515 -12%
PW
619
PUREfi Wealth
Massachusetts
$294K +$34.1K +438 +14%
SC
620
Savant Capital
Illinois
$292K +$283K +3,637 New
OWA
621
Octavia Wealth Advisors
Ohio
$292K -$531K -6,821 -65%
IC
622
Iconiq Capital
California
$283K +$30.4K +390 +12%
AF
623
Allworth Financial
California
$283K +$78.5K +1,008 +40%
GS
624
GTS Securities
Florida
$280K +$271K +3,477 New
GSWM
625
Golden State Wealth Management
California
$278K +$5.84K +75 +2%