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CoStar Group

Name Holding Trade Value Shares
Change
Change in
Stake
HCA
701
Heck Capital Advisors
Wisconsin
$18.5K +$19.6K +259 New
CPG
702
Cornerstone Planning Group
New Jersey
$18.2K -$7.7K -102 -30%
C
703
Covestor
United Kingdom
$18K +$151 +2 +0.8%
BWL
704
Bogart Wealth LLC
Virginia
$17.7K +$6.42K +85 +52%
SWM
705
Sugarloaf Wealth Management
Georgia
$17.2K – – –
VCM
706
Versant Capital Management
Arizona
$16.5K +$10.9K +144 +166%
MWA
707
Medallion Wealth Advisors
Connecticut
$16K +$16.8K +223 New
BIA
708
Bell Investment Advisors
California
$14.7K -$1.51K -20 -9%
RA
709
RiverPark Advisors
New York
$13.1K -$12.3K -163 -47%
HWM
710
Hemington Wealth Management
Virginia
$13K -$7.4K -98 -35%
SAM
711
Synergy Asset Management
Washington
$12.8K +$12.8K +170 New
NA
712
NewEdge Advisors
Louisiana
$12.7K -$2.34K -31 -15%
TC
713
Truvestments Capital
Florida
$12.3K – – –
CFB
714
Cullen/Frost Bankers
Texas
$12.2K +$4.83K +64 +60%
SS
715
Sunbelt Securities
Texas
$11.3K – – –
CWP
716
Concord Wealth Partners
Virginia
$11K – – –
CTWM
717
Cherry Tree Wealth Management
Minnesota
$10.5K – – –
MCM
718
MidAtlantic Capital Management
Virginia
$10.5K – – –
QC
719
Quent Capital
New York
$10.3K -$76 -1 -0.7%
HI
720
Harbour Investments
Wisconsin
$10K +$604 +8 +6%
DF
721
Dunhill Financial
United Kingdom
$9.66K +$1.44K +19 +16%
MCM
722
MV Capital Management
Maryland
$9.59K -$1.06K -14 -9%
JFGIW
723
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.42K +$4.08K +54 +78%
ADL
724
Asset Dedication LLC
California
$9.38K – – –
PWMG
725
Private Wealth Management Group
New Jersey
$9.09K -$4.61K -61 -32%