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CoStar Group
CSGP

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
901
Voleon Capital Management
California
– -$411K -4,866 Closed
NAM
902
Nexpoint Asset Management
Texas
– -$398K -4,715 Closed
AWM
903
Apollon Wealth Management
South Carolina
– -$389K -4,608 Closed
WAG
904
Wallace Advisory Group
California
– -$365K -4,537 Closed
PCA
905
Pallas Capital Advisors
Massachusetts
– -$378K -4,484 Closed
FNBT
906
FineMark National Bank & Trust
Florida
– -$367K -4,350 Closed
DWM
907
Dynasty Wealth Management
Florida
– -$345K -4,094 Closed
MSFS
908
Main Street Financial Solutions
Pennsylvania
– -$335K -3,974 Closed
HSA
909
HBK Sorce Advisory
Pennsylvania
– -$292K -3,887 Closed
BIG
910
Brooklyn Investment Group
New York
– -$311K -3,848 Closed
BC
911
Bayforest Capital
United Kingdom
– -$324K -3,835 Closed
IAA
912
Independent Advisor Alliance
North Carolina
– -$314K -3,716 Closed
PW
913
PUREfi Wealth
Massachusetts
– -$308K -3,647 Closed
OWA
914
Octavia Wealth Advisors
Ohio
– -$306K -3,626 Closed
SWP
915
Sagespring Wealth Partners
Tennessee
– -$306K -3,623 Closed
LCM
916
Landscape Capital Management
New Jersey
– -$289K -3,426 Closed
HP
917
HT Partners
Connecticut
– -$282K -3,343 Closed
FTWA
918
Fifth Third Wealth Advisors
Ohio
– -$279K -3,304 Closed
ASN
919
Advisory Services Network
Georgia
– -$278K -3,296 Closed
TC
920
TownSquare Capital
Utah
– -$274K -3,246 Closed
KP
921
Keel Point
Alabama
– -$271K -3,208 Closed
PPWP
922
Premier Path Wealth Partners
New Jersey
– -$258K -3,056 Closed
WPC
923
Wedmont Private Capital
Pennsylvania
– -$245K -3,044 Closed
PCP
924
Proficio Capital Partners
Massachusetts
– -$250K -2,968 Closed
IWM
925
IHT Wealth Management
Illinois
– -$250K -2,965 Closed
35 36
37
38 39