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CoStar Group
CSGP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
751
Avior Wealth Management
Nebraska
$3.79K -$529 -7 -12%
RTL
752
Red Tortoise LLC
Georgia
$3.58K – – –
VWA
753
Valued Wealth Advisors
Utah
$3.58K – – –
RWM
754
Raffa Wealth Management
District of Columbia
$2.86K – – –
CIA
755
Cape Investment Advisory
Georgia
$2.86K +$982 +13 +48%
SIC
756
Salem Investment Counselors
North Carolina
$2.72K – – –
NC
757
NewSquare Capital
Pennsylvania
$2.72K +$2.87K +38 New
WWP
758
WR Wealth Planners
Missouri
$2.43K -$1.06K -14 -29%
ZB
759
Zions Bancorporation
Utah
$2.36K – – –
SSB
760
Sandy Spring Bank
Maryland
$2.29K – – –
MSWM
761
Mowery & Schoenfeld Wealth Management
Illinois
$2.29K +$1.66K +22 +220%
SN
762
Sittner & Nelson
Oregon
$2.22K +$2.34K +31 New
JGIA
763
Jackson Grant Investment Advisers
Connecticut
$2.15K – – –
WT
764
Washington Trust
Rhode Island
$2.15K – – –
LFG
765
Larson Financial Group
Missouri
$2K -$3.25K -43 -61%
CAS
766
Coppell Advisory Solutions
Texas
$1.87K – – –
DPW
767
DiNuzzo Private Wealth
Pennsylvania
$1.86K -$227 -3 -10%
WCM
768
WealthTrak Capital Management
Virginia
$1.79K +$1.89K +25 New
CSWM
769
Cassady Schiller Wealth Management
Ohio
$1.57K +$1.66K +22 New
BGAI
770
Bruce G. Allen Investments
Colorado
$1.5K – – –
CWP
771
Clark Wealth Partners
Illinois
$1.5K +$1.59K +21 New
CFD
772
Creative Financial Designs
Indiana
$1.43K +$1.51K +20 New
PSFG
773
Park Square Financial Group
Georgia
$1.43K +$1.51K +20 New
SIC
774
SJS Investment Consulting
Ohio
$1.36K -$529 -7 -27%
MA
775
MCF Advisors
Kentucky
$1.22K +$1.28K +17 New
29 30
31
32 33