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CoStar Group

Name Holding Trade Value Shares
Change
Change in
Stake
HWP
751
Highline Wealth Partners
California
$905 – – –
TFM
752
TFC Financial Management
Massachusetts
$755 -$152 -2 -17%
MSWM
753
Mowery & Schoenfeld Wealth Management
Illinois
$755 – – –
GTAM
754
Global Trust Asset Management
Florida
$754 – – –
KFI
755
Key Financial Inc
Pennsylvania
$754 – – –
PS
756
PayPay Securities
Japan
$679 -$2.5K -33 -79%
PCWA
757
Pacific Capital Wealth Advisors
California
$679 +$683 +9 New
RAM
758
Riggs Asset Management
Pennsylvania
$604 +$228 +3 +60%
CA
759
Claris Advisors
Missouri
$604 +$607 +8 New
JFG
760
JDM Financial Group
Texas
$604 +$607 +8 New
SFCL
761
Strengthening Families & Communities LLC
Massachusetts
$528 – – –
CPA
762
Capital Performance Advisors
California
$528 +$531 +7 New
VAMG
763
Voisard Asset Management Group
Michigan
$453 +$455 +6 New
WWM
764
Wolff Wiese Magana
California
$378 – – –
AP
765
Aspect Partners
Virginia
$377 +$228 +3 +150%
CAM
766
Chesapeake Asset Management
New York
$377 +$379 +5 New
CA
767
Continuum Advisory
Idaho
$300 +$303 +4 New
WA
768
WestEnd Advisors
North Carolina
$226 +$228 +3 New
FPFS
769
First Personal Financial Services
North Carolina
$151 +$152 +2 New
HPC
770
HM Payson & Co
Maine
$151 +$152 +2 New
DWM
771
Dogwood Wealth Management
Kansas
$4 – – –
Select Equity Group
772
Select Equity Group
New York
– -$60.8M -819,550 Closed
Focus Partners Wealth
773
Focus Partners Wealth
Massachusetts
– -$38.5M -518,680 Closed
Tudor Investment Corp
774
Tudor Investment Corp
Connecticut
– -$21.8M -286,836 Closed
Voloridge Investment Management
775
Voloridge Investment Management
Florida
– -$17.2M -232,495 Closed