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CoStar Group

Name Holding Trade Value Shares
Change
Change in
Stake
CBB
626
Citizens Business Bank
California
$342K +$358K +4,053 New
FPAS
627
Focus Partners Advisor Solutions
Missouri
$340K +$438K +4,957 New
Vontobel Holding
628
Vontobel Holding
Switzerland
$337K -$1.15K -13 -0.3%
MSFS
629
Main Street Financial Solutions
Pennsylvania
$335K -$35.7K -404 -9%
RIM
630
Rakuten Investment Management
Japan
$332K +$889K +10,056 New
NWAG
631
Net Worth Advisory Group
Utah
$332K +$348K +3,938 New
BC
632
Bridgefront Capital
Texas
$332K +$348K +3,937 New
BC
633
Bayforest Capital
United Kingdom
$324K +$339K +3,835 New
MOS
634
MGO One Seven
Ohio
$322K +$71.1K +805 +27%
AF
635
Allworth Financial
California
$316K +$20.1K +228 +6%
IAA
636
Independent Advisor Alliance
North Carolina
$314K -$10.3K -116 -3%
BIG
637
Brooklyn Investment Group
New York
$311K +$8.31K +94 +3%
SC
638
Savant Capital
Illinois
$309K +$2.21K +25 +0.7%
PW
639
PUREfi Wealth
Massachusetts
$308K -$1.06K -12 -0.3%
OWA
640
Octavia Wealth Advisors
Ohio
$306K -$265 -3 -0.1%
GSWM
641
Golden State Wealth Management
California
$306K +$14.7K +166 +5%
SWP
642
Sagespring Wealth Partners
Tennessee
$306K +$40.7K +460 +15%
WIA
643
World Investment Advisors
California
$297K +$9.54K +108 +3%
HSA
644
HBK Sorce Advisory
Pennsylvania
$292K -$20.8K -235 -6%
OWP
645
ORG Wealth Partners
Texas
$290K +$26.1K +295 +9%
LCM
646
Landscape Capital Management
New Jersey
$289K +$303K +3,426 New
HP
647
HT Partners
Connecticut
$282K
SWM
648
Salvus Wealth Management
New Jersey
$280K +$27.6K +312 +10%
AWA
649
Aaron Wealth Advisors
Illinois
$280K +$293K +3,313 New
FTWA
650
Fifth Third Wealth Advisors
Ohio
$279K +$10.7K +121 +4%