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CoStar Group
CSGP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
651
Providence Capital Advisors
North Carolina
$8.9K – – –
WBC
652
West Branch Capital
Massachusetts
$8.9K – – –
JWA
653
JFS Wealth Advisors
Pennsylvania
$8.81K – – –
GIA
654
GHP Investment Advisors
Colorado
$8.41K +$8.03K +104 New
OP
655
ORG Partners
Indiana
$8.4K +$7.18K +93 New
AWM
656
Abound Wealth Management
Tennessee
$8.28K +$3.55K +46 +98%
MIFH
657
Migdal Insurance & Financial Holdings
Israel
$8K -$7.49K -97 -53%
ST
658
Smithfield Trust
Pennsylvania
$8K – – –
GKIM
659
GW&K Investment Management
Massachusetts
$8K +$6.49K +84 +2,100%
IA
660
IFP Advisors
Florida
$7.92K -$2.16K -28 -24%
JFA
661
JNBA Financial Advisors
Minnesota
$7.83K – – –
CTWM
662
Cherry Tree Wealth Management
Minnesota
$7.57K +$6.56K +85 New
PFPT
663
Pinnacle Financial Partners (Tennessee)
Tennessee
$7.48K – – –
HCP
664
Hexagon Capital Partners
Arkansas
$7.3K +$540 +7 +9%
CA
665
Clearstead Advisors
Ohio
$7.12K -$1.16K -15 -16%
LWCFA
666
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.12K – – –
BTI
667
Blue Trust Inc
Georgia
$7K -$232 -3 -3%
WT
668
Washington Trust
Rhode Island
$6.59K -$386 -5 -6%
PTC
669
Private Trust Company
Ohio
$6.23K -$12.5K -162 -70%
ZB
670
Zions Bancorporation
Utah
$6.23K -$540 -7 -9%
HF
671
Halpern Financial
Virginia
$6.23K +$5.4K +70 New
PWMG
672
Prestige Wealth Management Group
New Jersey
$6.05K – – –
JWM
673
Janiczek Wealth Management
Colorado
$5.43K – – –
NIC
674
Northwest Investment Counselors
Oregon
$5.34K – – –
BAM
675
Bellevue Asset Management
Washington
$5.25K – – –
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