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CoStar Group
CSGP

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
626
IFP Advisors
Florida
$8.61K +$1.91K +23 +26%
BAAM
627
Baker Avenue Asset Management
California
$8.23K +$249 +3 +3%
HCP
628
Hexagon Capital Partners
Arkansas
$7.77K +$1.57K +19 +23%
WBC
629
West Branch Capital
Massachusetts
$7.69K – – –
JWA
630
JFS Wealth Advisors
Pennsylvania
$7.69K +$83 +1 +1%
OCM
631
Orion Capital Management
California
$7.69K +$8.29K +100 New
AGWCA
632
Annis Gardner Whiting Capital Advisors
Florida
$7.07K +$7.62K +92 New
ST
633
Smithfield Trust
Pennsylvania
$7K – – –
GKIM
634
GW&K Investment Management
Massachusetts
$7K +$580 +7 +8%
LFG
635
Larson Financial Group
Missouri
$7K -$11.5K -139 -60%
AWM
636
Abound Wealth Management
Tennessee
$6.84K -$331 -4 -4%
JFA
637
JNBA Financial Advisors
Minnesota
$6.77K – – –
PTC
638
Private Trust Company
Ohio
$6.61K +$1.33K +16 +23%
CTWM
639
Cherry Tree Wealth Management
Minnesota
$6.54K – – –
OP
640
ORG Partners
Indiana
$6.28K -$911 -11 -12%
FFA
641
Farther Finance Advisors
California
$6.23K +$3.15K +38 +88%
CA
642
Clearstead Advisors
Ohio
$6.15K – – –
LWCFA
643
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.92K – – –
HWA
644
Heritage Wealth Advisors
Virginia
$5.84K -$56.3K -679 -90%
WT
645
Washington Trust
Rhode Island
$5.84K +$166 +2 +3%
SWA
646
Sutton Wealth Advisors
Florida
$5.54K +$4.31K +52 +260%
ZB
647
Zions Bancorporation
Utah
$5.38K – – –
PWMG
648
Prestige Wealth Management Group
New Jersey
$5.23K – – –
JWM
649
Janiczek Wealth Management
Colorado
$4.69K – – –
BAM
650
Bellevue Asset Management
Washington
$4.69K +$166 +2 +3%
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26
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