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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
YMRC
401
Yorktown Management & Research Company
Virginia
$530K – – –
SAI
402
Systematic Alpha Investments
New Jersey
$530K +$474K +6,700 New
BC
403
Burney Company
Virginia
$526K +$27.2K +384 +6%
WT
404
Whittier Trust
California
$521K – – –
LOAMS
405
Lombard Odier Asset Management (Switzerland)
Switzerland
$509K +$455K +6,433 New
MWM
406
Meridian Wealth Management
Kentucky
$504K – – –
OSAM
407
O'Shaughnessy Asset Management
Connecticut
$498K +$152K +2,156 +52%
VI
408
Vestcor Inc
New Brunswick, Canada
$494K -$10.3K -146 -2%
SAM
409
Sawgrass Asset Management
Florida
$482K -$12K -170 -3%
BF
410
BOK Financial
Oklahoma
$480K +$93K +1,315 +28%
Commonwealth Equity Services
411
Commonwealth Equity Services
Massachusetts
$478K +$31.4K +444 +8%
HA
412
Harbor Advisors
Florida
$475K – – –
RCAG
413
Rehmann Capital Advisory Group
Michigan
$459K -$1.34K -19 -0.3%
CG
414
Colony Group
Massachusetts
$451K -$11K -155 -3%
WIA
415
Wealthstreet Investment Advisors
Texas
$443K – – –
DCM
416
Dupont Capital Management
Delaware
$437K -$1.65M -23,282 -81%
LCS
417
Levin Capital Strategies
New York
$436K – – –
VCM
418
Vivaldi Capital Management
Illinois
$434K -$108K -1,533 -23%
SSWM
419
Smith Salley Wealth Management
North Carolina
$434K -$26K -368 -6%
WSTAM
420
Wilbanks Smith & Thomas Asset Management
Virginia
$426K +$6.36K +90 +2%
MAM
421
Madison Asset Management
Wisconsin
$424K – – –
JIC
422
Johnson Investment Counsel
Ohio
$423K -$495 -7 -0.1%
EWM
423
Empirical Wealth Management
Washington
$422K -$21.9K -309 -5%
TCM
424
Tuttle Capital Management
Connecticut
$421K -$297K -4,205 -44%
OIA
425
Optimum Investment Advisors
Illinois
$411K -$3.54K -50 -1%