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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
WT
401
Whittier Trust
California
$521K
LOAMS
402
Lombard Odier Asset Management (Switzerland)
Switzerland
$509K +$455K +6,433 New
MWM
403
Meridian Wealth Management
Kentucky
$504K
OSAM
404
O'Shaughnessy Asset Management
Connecticut
$498K +$152K +2,156 +52%
VI
405
Vestcor Inc
New Brunswick, Canada
$494K -$10.3K -146 -2%
SAM
406
Sawgrass Asset Management
Florida
$482K -$12K -170 -3%
BF
407
BOK Financial
Oklahoma
$480K +$93K +1,315 +28%
Commonwealth Equity Services
408
Commonwealth Equity Services
Massachusetts
$478K +$31.4K +444 +8%
HA
409
Harbor Advisors
Florida
$475K
RCAG
410
Rehmann Capital Advisory Group
Michigan
$459K -$1.34K -19 -0.3%
CG
411
Colony Group
Massachusetts
$451K -$11K -155 -3%
WIA
412
Wealthstreet Investment Advisors
Texas
$443K
DCM
413
Dupont Capital Management
Delaware
$437K -$1.65M -23,282 -81%
LCS
414
Levin Capital Strategies
New York
$436K
VCM
415
Vivaldi Capital Management
Illinois
$434K -$108K -1,533 -23%
SSWM
416
Smith Salley Wealth Management
North Carolina
$434K -$26K -368 -6%
WSTAM
417
Wilbanks Smith & Thomas Asset Management
Virginia
$426K +$6.36K +90 +2%
MAM
418
Madison Asset Management
Wisconsin
$424K
JIC
419
Johnson Investment Counsel
Ohio
$423K -$495 -7 -0.1%
EWM
420
Empirical Wealth Management
Washington
$422K -$21.9K -309 -5%
TCM
421
Tuttle Capital Management
Connecticut
$421K -$297K -4,205 -44%
OIA
422
Optimum Investment Advisors
Illinois
$411K -$3.54K -50 -1%
W
423
WealthStone
Ohio
$408K +$8.41K +119 +2%
IA
424
IndexIQ Advisors
New York
$408K +$46.4K +656 +15%
PFO
425
Pathstone Family Office
New Jersey
$407K +$352K +4,981 +3,037%