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CoStar Group

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
651
Perfromance Wealth Partners
Illinois
$230K
OFS
652
OneAscent Financial Services
Alabama
$228K -$4.28K -55 -2%
EC
653
EntryPoint Capital
New York
$228K +$221K +2,831 New
PPWP
654
Premier Path Wealth Partners
New Jersey
$226K +$219K +2,812 New
CP
655
Castleview Partners
Texas
$225K +$20.5K +263 +10%
BFM
656
Boothbay Fund Management
New York
$224K +$217K +2,788 New
KIA
657
KCM Investment Advisors
California
$219K
VFA
658
Valeo Financial Advisors
Indiana
$218K +$211K +2,715 New
GWMR
659
GC Wealth Management RIA
Massachusetts
$216K +$209K +2,687 New
FHA
660
First Horizon Advisors
Tennessee
$215K -$83.4K -1,070 -29%
AssetMark Inc
661
AssetMark Inc
California
$214K +$106K +1,358 +104%
Jones Financial Companies
662
Jones Financial Companies
Missouri
$214K +$75.9K +974 +58%
ET
663
Entropy Technologies
New York
$214K +$207K +2,661 New
PFM
664
Patton Fund Management
Texas
$214K +$207K +2,659 New
PAM
665
Panagora Asset Management
Massachusetts
$213K -$1.32K -17 -0.6%
FW
666
FullCircle Wealth
Texas
$213K +$171K +2,195 New
GT
667
Greenleaf Trust
Michigan
$211K -$128K -1,649 -39%
MG
668
Mather Group
Illinois
$207K +$6.7K +86 +3%
ACA
669
Aptus Capital Advisors
Alabama
$205K +$78 +1 +0%
CAG
670
Crestwood Advisors Group
Massachusetts
$205K -$30.8K -396 -13%
TSS
671
Two Sigma Securities
New York
$205K +$198K +2,545 New
CNBOF
672
City National Bank of Florida
Florida
$204K +$197K +2,534 New
SW
673
Simplicity Wealth
New Jersey
$204K +$197K +2,534 New
Flossbach Von Storch
674
Flossbach Von Storch
Germany
$201K +$195K +2,500 New
LS
675
Livforsakringsbolaget Skandia
Sweden
$169K