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CoStar Group
CSGP

Name Holding Trade Value Shares
Change 		Change in
Stake
QL
651
Quarry LP
New York
$14.2K +$13.2K +163 New
BWL
652
Bogart Wealth LLC
Virginia
$14.2K – – –
AT
653
Avalon Trust
New Mexico
$13.4K – – –
CAC
654
Core Alternative Capital
Georgia
$13.3K -$2.35K -29 -16%
MCM
655
MV Capital Management
Maryland
$12.1K -$243 -3 -2%
ADL
656
Asset Dedication LLC
California
$12K – – –
FCA
657
FinTrust Capital Advisors
South Carolina
$11.1K +$10.3K +127 New
UFF
658
USA Financial Formulas
Michigan
$10.9K -$890 -11 -8%
GC
659
Gould Capital
Washington
$10.9K – – –
JWM
660
Janiczek Wealth Management
Colorado
$10.4K +$4.7K +58 +95%
IA
661
IFP Advisors
Florida
$9.61K -$162 -2 -2%
JWA
662
JFS Wealth Advisors
Pennsylvania
$9.61K +$809 +10 +10%
DI
663
DAGCO Inc
Ohio
$9.44K +$8.74K +108 New
DWS
664
Dynamic Wealth Strategies
California
$9.44K +$8.74K +108 New
AGWCA
665
Annis Gardner Whiting Capital Advisors
Florida
$9.18K +$1.05K +13 +14%
GKIM
666
GW&K Investment Management
Massachusetts
$9K +$243 +3 +3%
CWP
667
Concord Wealth Partners
Virginia
$8.74K -$4.05K -50 -33%
OCM
668
Orion Capital Management
California
$8.74K – – –
WBC
669
West Branch Capital
Massachusetts
$8.74K – – –
FUBT
670
First United Bank & Trust
Maryland
$8.74K +$8.09K +100 New
AWM
671
Abound Wealth Management
Tennessee
$8.56K +$728 +9 +10%
CA
672
Clearstead Advisors
Ohio
$8.3K -$5.26K -65 -41%
TCWA
673
Turtle Creek Wealth Advisors
Texas
$8.3K +$7.69K +95 New
ST
674
Smithfield Trust
Pennsylvania
$8K – – –
PWMG
675
Private Wealth Management Group
New Jersey
$7.95K +$7.37K +91 New
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