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CoStar Group

Name Holding Trade Value Shares
Change
Change in
Stake
DAM
676
Delta Asset Management
Tennessee
$139K – – –
Jones Financial Companies
677
Jones Financial Companies
Missouri
$133K +$27K +355 +27%
PWM
678
Proathlete Wealth Management
Florida
$132K +$127K +1,666 New
WBC
679
Westpac Banking Corp
Australia
$126K -$44.7K -587 -27%
NA
680
NewEdge Advisors
Louisiana
$117K +$98.5K +1,295 +728%
WTC
681
WhitTier Trust Company
Nevada
$114K +$2.28K +30 +2%
LSA
682
Leonteq Securities AG
Switzerland
$113K +$89.6K +1,178 +428%
VIS
683
Vega Investment Solutions
France
$106K +$102K +1,337 New
RIL
684
Rothschild Investment LLC
Illinois
$105K +$9.81K +129 +11%
HIIFS
685
Harel Insurance Investments & Financial Services
Israel
$104K +$66K +868 +193%
AssetMark Inc
686
AssetMark Inc
California
$104K -$150K -1,969 -60%
HWM
687
HighMark Wealth Management
Minnesota
$103K -$989 -13 -1%
TPCW
688
TD Private Client Wealth
New York
$103K -$10.2K -134 -9%
Loomis, Sayles & Company
689
Loomis, Sayles & Company
Massachusetts
$102K +$15.6K +205 +19%
AWM
690
Abound Wealth Management
Tennessee
$99.3K -$2.13K -28 -2%
FFA
691
Farther Finance Advisors
California
$95.8K +$27.4K +360 +42%
VCM
692
Versant Capital Management
Arizona
$94.6K +$73.3K +963 +417%
SIM
693
Sentry Investment Management
Wisconsin
$89K -$26.7K -351 -23%
EWA
694
EverSource Wealth Advisors
Alabama
$85.3K -$125K -1,641 -60%
TCM
695
TruNorth Capital Management
Michigan
$79.5K +$76.3K +1,003 New
FWM
696
Focused Wealth Management
New York
$79.2K +$76.1K +1,000 New
CTC
697
Central Trust Company
Missouri
$77.8K – – –
Belvedere Trading
698
Belvedere Trading
Illinois
$77.5K +$74.4K +978 New
CH
699
Cromwell Holdings
Wyoming
$76.8K +$73.7K +969 New
GWM
700
Geneos Wealth Management
Colorado
$68.5K +$38.9K +511 +144%