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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
351
NuWave Investment Management
New Jersey
$139K +$146K +4,652 New
WA
352
Waverly Advisors
Alabama
$119K – – –
RNS
353
Robert N. Shapiro
$96K +$101K +3,227 New
BA
354
BlackRock Advisors
Delaware
$92K -$6.1M -194,196 -98%
RFS
355
Rockefeller Financial Services
New York
$89K -$1.6K -51 -2%
FHA
356
First Horizon Advisors
Tennessee
$70K -$3.27K -104 -4%
TF
357
Tompkins Financial
New York
$68K – – –
W
358
Wealthfront
California
$62K +$14.2K +451 +28%
GIS
359
Guardian Investor Services
New York
$59K -$3.05K -97 -5%
CLOS
360
Compagnie Lombard Odier SCmA
Switzerland
$59K – – –
FNBT
361
FineMark National Bank & Trust
Florida
$59K +$3.62K +115 +6%
MFS
362
MSI Financial Services
Massachusetts
$58K +$2.83K +90 +5%
OMCS
363
Old Mutual Customised Solutions
South Africa
$57K -$28.3K -900 -32%
CBOA
364
Commonwealth Bank of Australia
Australia
$54K – – –
LBG
365
Lloyds Banking Group
United Kingdom
$50K -$471 -15 -0.9%
GLI
366
Guardian Life Insurance
New York
$47K +$660 +21 +1%
AAM
367
Advisors Asset Management
Colorado
$45K -$40.2K -1,279 -46%
BBHC
368
Brown Brothers Harriman & Co
New York
$45K +$47.1K +1,500 New
IMS
369
Index Management Solutions
Pennsylvania
$42K +$5.91K +188 +16%
FAM
370
Fred Alger Management
New York
$40K -$142K -4,510 -77%
SFSIG
371
San Francisco Sentry Investment Group
California
$39K -$5.16K -164 -11%
DBT
372
Dubuque Bank & Trust
Iowa
$39K – – –
SAMC
373
Shinko Asset Management Company
Japan
$34K – – –
HMS
374
Hanseatic Management Services
New Mexico
$32K +$33.7K +1,071 New
DADC
375
D.A. Davidson & Co
Montana
$28K – – –
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15
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