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CoStar Group

Name Holding Trade Value Shares
Change
Change in
Stake
KFS
626
Kelly Financial Services
Massachusetts
$121K +$19.1K +225 +16%
TWP
627
Triad Wealth Partners
Kansas
$119K +$136K +1,609 New
SWM
628
Spire Wealth Management
Virginia
$115K -$22.2K -262 -14%
BTI
629
Blue Trust Inc
Georgia
$104K +$76.1K +898 +493%
PAS
630
Point72 Asia (Singapore)
Singapore
$104K +$119K +1,405 New
SPIA
631
Steward Partners Investment Advisory
New York
$101K +$3.81K +45 +3%
LSA
632
Leonteq Securities AG
Switzerland
$101K +$21.6K +255 +23%
HWM
633
HighMark Wealth Management
Minnesota
$97.6K – – –
AA
634
Alta Advisers
United Kingdom
$96.4K – – –
TFIPS
635
Towarzystwo Funduszy Inwestycyjnych PZU SA
$96.4K – – –
AWM
636
Abound Wealth Management
Tennessee
$95.5K -$847 -10 -0.8%
T
637
TOBAM
France
$95K -$55.4K -654 -34%
LC
638
Lindbrook Capital
California
$87.8K -$13K -153 -11%
CH
639
Cromwell Holdings
Wyoming
$87.2K +$99.7K +1,176 New
HIA
640
Harbor Investment Advisory
Maryland
$86.1K +$33.2K +392 +51%
Loomis, Sayles & Company
641
Loomis, Sayles & Company
Massachusetts
$80K +$11.4K +135 +14%
IGWM
642
ICA Group Wealth Management
Colorado
$80K – – –
JFGIW
643
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$74.8K +$85.5K +1,009 New
RIL
644
Rothschild Investment LLC
Illinois
$73K -$13.1K -154 -14%
CA
645
CoreCap Advisors
Michigan
$72.1K +$4.49K +53 +6%
RWM
646
Raffa Wealth Management
District of Columbia
$71.8K +$8.47K +100 +12%
WTC
647
WhitTier Trust Company
Nevada
$65.7K +$339 +4 +0.5%
EDRH
648
Edmond de Rothschild Holding
Switzerland
$58.5K -$10.4K -123 -13%
RA
649
Rise Advisors
New York
$54.1K – – –
QL
650
Quarry LP
New York
$54K +$61.7K +728 New