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CoStar Group

Name Holding Trade Value Shares
Change
Change in
Stake
SNBOSD
651
Security National Bank of So Dak
Iowa
– -$222K -2,700 Closed
VWM
652
Venturi Wealth Management
Texas
– -$219K -2,670 Closed
AAS
653
Avantax Advisory Services
Texas
– -$216K -2,610 Closed
ACM
654
Allred Capital Management
Texas
– -$156K -1,900 Closed
MF
655
Manchester Financial
California
– -$129K -1,570 Closed
AI
656
ArchPoint Investors
Florida
– -$100K -1,220 Closed
GC
657
Grace Capital
Massachusetts
– -$82K -1,000 Closed
MA
658
Montag & Associates
Georgia
– -$82K -1,000 Closed
AIC
659
Ameritas Investment Company
Nebraska
– -$63.3K -770 Closed
GWM
660
Geneos Wealth Management
Colorado
– -$45K -530 Closed
EI
661
Ellevest Inc
New York
– -$42K -510 Closed
BAMG
662
Brand Asset Management Group
Missouri
– -$31K -380 Closed
MWP
663
Meridian Wealth Partners
Pennsylvania
– -$20K -240 Closed
IAIM
664
International Assets Investment Management
Florida
– -$11K -120 Closed
HDIM
665
Hanson & Doremus Investment Management
Vermont
– -$6K -70 Closed
JWM
666
Janiczek Wealth Management
Colorado
– -$4K -50 Closed
WCM
667
Wealthcare Capital Management
Virginia
– -$4K -50 Closed
VFA
668
Valeo Financial Advisors
Indiana
– -$3K -40 Closed
WAP
669
Wealthcare Advisory Partners
Pennsylvania
– -$2K -30 Closed
ACM
670
AUA Capital Management
Pennsylvania
– -$2K -20 Closed
Jones Financial Companies
671
Jones Financial Companies
Missouri
– -$2K -20 Closed
TCOV
672
Trust Company of Vermont
Vermont
– -$2K -20 Closed
BFEC
673
Benjamin F. Edwards & Company
Missouri
– -$1K -10 Closed
LWCFA
674
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– +$692 +8 New