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CoStar Group
CSGP

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
701
Cornerstone Planning Group
New Jersey
$18.2K -$7.7K -102 -30%
C
702
Covestor
United Kingdom
$18K +$151 +2 +0.8%
BWL
703
Bogart Wealth LLC
Virginia
$17.7K +$6.42K +85 +52%
SWM
704
Sugarloaf Wealth Management
Georgia
$17.2K – – –
VCM
705
Versant Capital Management
Arizona
$16.5K +$10.9K +144 +166%
MWA
706
Medallion Wealth Advisors
Connecticut
$16K +$16.8K +223 New
BIA
707
Bell Investment Advisors
California
$14.7K -$1.51K -20 -9%
RA
708
RiverPark Advisors
New York
$13.1K -$12.3K -163 -47%
HWM
709
Hemington Wealth Management
Virginia
$13K -$7.4K -98 -35%
SAM
710
Synergy Asset Management
Washington
$12.8K +$12.8K +170 New
NA
711
NewEdge Advisors
Louisiana
$12.7K -$2.34K -31 -15%
TC
712
Truvestments Capital
Florida
$12.3K – – –
CFB
713
Cullen/Frost Bankers
Texas
$12.2K +$4.83K +64 +60%
SS
714
Sunbelt Securities
Texas
$11.3K – – –
CWP
715
Concord Wealth Partners
Virginia
$11K – – –
CTWM
716
Cherry Tree Wealth Management
Minnesota
$10.5K – – –
MCM
717
MidAtlantic Capital Management
Virginia
$10.5K – – –
QC
718
Quent Capital
New York
$10.3K -$76 -1 -0.7%
HI
719
Harbour Investments
Wisconsin
$10K +$604 +8 +6%
DF
720
Dunhill Financial
United Kingdom
$9.66K +$1.44K +19 +16%
MCM
721
MV Capital Management
Maryland
$9.59K -$1.06K -14 -9%
JFGIW
722
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.42K +$4.08K +54 +78%
ADL
723
Asset Dedication LLC
California
$9.38K – – –
PWMG
724
Private Wealth Management Group
New Jersey
$9.09K -$4.61K -61 -32%
APW
725
Aventura Private Wealth
Florida
$8.73K +$9.21K +122 New
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