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CoStar Group
CSGP

Name Holding Trade Value Shares
Change 		Change in
Stake
BIAS
676
Beacon Investment Advisory Services
New Jersey
$2.49K +$3.03K +88 New
SWM
677
SHP Wealth Management
Massachusetts
$2.35K +$2.65K +77 +1,283%
AUB
678
Atlantic Union Bankshares
Virginia
$2.32K -$38.5K -1,120 -93%
PMFA
679
Plante Moran Financial Advisors
Michigan
$2.32K +$2.82K +82 New
MAM
680
Marquette Asset Management
Minnesota
$2.21K +$2.31K +67 +609%
HWA
681
Heritage Wealth Advisors
Virginia
$2.15K -$17.8K -517 -87%
OCWP
682
Owl Creek Wealth Partners
Colorado
$2.12K -$9.29K -270 -78%
TCM
683
TD Capital Management
Tennessee
$2.07K – – –
TCOV
684
Trust Company of Vermont
Vermont
$2.04K +$2.48K +72 New
DWM
685
Dogwood Wealth Management
Kansas
$2.01K -$206 -6 -8%
FMTCOCP
686
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K – – –
APFP
687
Action Point Financial Planning
Michigan
$1.98K +$2.48K +72 New
JSAM
688
J. Safra Asset Management
New York
$1.98K +$2.41K +70 New
SIM
689
Synergy Investment Management
Florida
$1.91K +$2.2K +64 New
CA
690
Crewe Advisors
Utah
$1.87K +$894 +26 +65%
DIP
691
DT Investment Partners
Pennsylvania
$1.76K – – –
EWP
692
Elevation Wealth Partners
California
$1.67K -$3.61K -105 -64%
LAS
693
Lloyd Advisory Services
Georgia
$1.61K +$1.86K +54 +1,800%
BIA
694
Bell Investment Advisors
California
$1.59K -$447 -13 -19%
NSIM
695
North Star Investment Management
Illinois
$1.59K +$1.93K +56 New
AA
696
Ancora Advisors
Ohio
$1.53K -$6.54K -190 -78%
AIM
697
Anchor Investment Management
South Carolina
$1.44K +$1.75K +51 New
PGAM
698
Princeton Global Asset Management
New Jersey
$1.44K +$1.75K +51 New
SC
699
SouthState Corp
Florida
$1.42K -$6.33K -184 -79%
GCP
700
Gill Capital Partners
Colorado
$1.42K – – –
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