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CoStar Group
CSGP

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
701
Private Trust Company
Ohio
$18.8K -$12.1K -171 -38%
FMII
702
Farmers & Merchants Investments Inc
Nebraska
$18.8K +$708 +10 +4%
TWD
703
True Wealth Design
Ohio
$18.7K +$16K +226 +435%
GAFA
704
Garton & Associates Financial Advisors
Kentucky
$18.4K +$19.4K +274 New
RFP
705
Root Financial Partners
California
$18.3K -$6.87K -97 -26%
C
706
Covestor
United Kingdom
$18K -$283 -4 -2%
ME
707
McIlrath & Eck
Washington
$17.3K -$5.67K -80 -24%
CCM
708
Chilton Capital Management
Texas
$16.5K -$13K -184 -43%
CFB
709
Cullen/Frost Bankers
Texas
$15.9K -$9.7K -137 -37%
CCA
710
Catalyst Capital Advisors
New York
$15.3K +$1.13K +16 +8%
BWA
711
Basecamp Wealth Advisors
Washington
$15K +$15.8K +223 New
BFP
712
Birchwood Financial Partners
Minnesota
$14.8K +$15.6K +220 New
SC
713
SouthState Corp
Florida
$14.6K -$2.41K -34 -14%
CPG
714
Cornerstone Planning Group
New Jersey
$13.8K -$4.39K -62 -23%
DWS
715
Dynamic Wealth Strategies
California
$13.7K +$283 +4 +2%
CIAS
716
CBIZ Investment Advisory Services
Ohio
$12.4K +$10.1K +143 +340%
BWL
717
Bogart Wealth LLC
Virginia
$11.8K -$1.63K -23 -12%
DJSG
718
D.J. St. Germain
Massachusetts
$11.8K +$12.5K +176 New
CFS
719
CGC Financial Services
Oregon
$11.2K +$11.8K +166 New
SR
720
Swiss Re
Switzerland
$10.9K +$11.5K +162 New
PWAM
721
Private Wealth Asset Management
Iowa
$10.8K – – –
QWM
722
Quaker Wealth Management
New Jersey
$10.2K +$142 +2 +1%
OP
723
ORG Partners
Indiana
$9.73K -$1.84K -26 -15%
UFF
724
USA Financial Formulas
Michigan
$9.62K -$1.32M -18,614 -99%
PWA
725
Physician Wealth Advisors
Utah
$9.41K +$638 +9 +7%
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