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CoStar Group
CSGP

Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
701
West Branch Capital
Massachusetts
$7.41K – – –
NC
702
nVerses Capital
Florida
$7.41K +$8.47K +100 New
FCG
703
Financial Connections Group
California
$7K +$5.08K +60 +150%
PTC
704
Private Trust Company
Ohio
$6.38K -$339 -4 -4%
RCM
705
Raleigh Capital Management
North Carolina
$6.3K -$3.81K -45 -35%
LWCFA
706
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.16K -$10.2K -120 -60%
DWS
707
Dynamic Wealth Strategies
California
$6K – – –
ST
708
Smithfield Trust
Pennsylvania
$6K – – –
VCM
709
Versant Capital Management
Arizona
$5.71K +$3.31K +39 +103%
HWA
710
Heritage Wealth Advisors
Virginia
$5.63K – – –
CFB
711
Cullen/Frost Bankers
Texas
$5.49K +$6.27K +74 New
GC
712
Gould Capital
Washington
$5.19K +$5.93K +70 New
FMTCOCP
713
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K – – –
OP
714
ORG Partners
Indiana
$5K +$4.83K +57 +518%
PWMG
715
Prestige Wealth Management Group
New Jersey
$4.89K -$415K -4,900 -99%
AF
716
Advisornet Financial
Minnesota
$4.67K -$2.03K -24 -28%
JWM
717
Janiczek Wealth Management
Colorado
$4.52K -$4.92K -58 -49%
BAM
718
Bellevue Asset Management
Washington
$4.45K -$85 -1 -2%
WTA
719
Washington Trust Advisors
Massachusetts
$4.43K – – –
SSG
720
Summit Securities Group
New York
$4K +$4.58K +54 New
CTC
721
Central Trust Company
Missouri
$3.78K -$4.24K -50 -50%
AWM
722
Avior Wealth Management
Nebraska
$3.78K -$95.9K -1,131 -96%
RTL
723
Red Tortoise LLC
Georgia
$3.71K – – –
VWA
724
Valued Wealth Advisors
Utah
$3.71K – – –
FG
725
Fairman Group
Pennsylvania
$3.48K – – –
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