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CoStar Group

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
676
Baystate Wealth Management
Massachusetts
$3K – – –
PWMG
677
Prestige Wealth Management Group
New Jersey
$2.78K +$469 +6 +20%
AWM
678
Abound Wealth Management
Tennessee
$2.4K +$860 +11 +55%
SCA
679
Stonebridge Capital Advisors
Minnesota
$2.32K -$1.64K -21 -41%
SIC
680
SJS Investment Consulting
Ohio
$2.24K +$1.25K +16 +123%
DI
681
Disciplined Investments
Oklahoma
$2.01K – – –
SFG
682
Steward Financial Group
Texas
$2K +$2.19K +28 New
SSB
683
Sandy Spring Bank
Maryland
$1.93K +$1.95K +25 New
SWA
684
Sutton Wealth Advisors
Florida
$1.85K – – –
BWL
685
Bogart Wealth LLC
Virginia
$1.85K +$1.88K +24 New
HWM
686
HighMark Wealth Management
Minnesota
$1.62K +$313 +4 +24%
EARNEST Partners
687
EARNEST Partners
Georgia
$1.55K – – –
SIC
688
Salem Investment Counselors
North Carolina
$1.55K – – –
WWM
689
Wolff Wiese Magana
California
$1.16K +$1.17K +15 New
WPA
690
West Paces Advisors
Georgia
$1K +$1.02K +13 New
GTAM
691
Global Trust Asset Management
Florida
$773 +$781 +10 New
KFI
692
Key Financial Inc
Pennsylvania
$697 – – –
VCM
693
Versant Capital Management
Arizona
$696 – – –
HWP
694
Highline Wealth Partners
California
$618 – – –
NSIM
695
North Star Investment Management
Illinois
$541 +$547 +7 New
EE
696
EWG Elevate
California
$464 +$469 +6 New
TWD
697
True Wealth Design
Ohio
$386 +$391 +5 New
LF
698
Lee Financial
Texas
$232 -$1.8K -23 -88%
CTA
699
Colonial Trust Advisors
South Carolina
$155 +$156 +2 New
E
700
Ergoteles
New York
– -$44.2M -633,928 Closed