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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
ET
401
Equitable Trust
Tennessee
$733K -$23.8K -256 -3%
BPA
402
Beacon Pointe Advisors
California
$730K +$697K +7,496 New
O
403
Ossiam
France
$718K -$5.57M -59,898 -89%
AAP
404
Arax Advisory Partners
Colorado
$706K -$3.25K -35 -0.5%
DA
405
Denali Advisors
California
$691K +$223K +2,400 +51%
NICM
406
Neo Ivy Capital Management
New York
$690K +$1.03M +11,063 +263%
IC
407
Inverness Counsel
New York
$689K +$311K +3,352 +90%
CC
408
Cypress Capital
Tennessee
$687K +$656K +7,056 New
FIM
409
Freedom Investment Management
Connecticut
$685K -$234K -2,520 -26%
WT
410
Whittier Trust
California
$681K +$37.5K +404 +6%
CCMG
411
Clark Capital Management Group
Pennsylvania
$678K -$12.5K -135 -2%
FPS
412
Fieldpoint Private Securities
Connecticut
$666K +$1.49K +16 +0.2%
Vontobel Holding
413
Vontobel Holding
Switzerland
$663K +$633K +6,807 New
JCIA
414
Jackson Creek Investment Advisors
Colorado
$660K +$630K +6,776 New
CWM
415
Cornerstone Wealth Management
Missouri
$656K -$5.2K -56 -0.8%
YMRC
416
Yorktown Management & Research Company
Virginia
$652K
MWM
417
Meridian Wealth Management
Kentucky
$645K +$23.2K +250 +4%
Fiera Capital (Canada)
418
Fiera Capital (Canada)
Quebec, Canada
$643K +$613K +6,600 New
RJT
419
Raymond James Trust
Florida
$629K +$17.8K +192 +3%
Lazard Asset Management
420
Lazard Asset Management
New York
$627K -$105K -1,125 -15%
CI Investments Inc
421
CI Investments Inc
Ontario, Canada
$626K -$279K -3,003 -32%
HI
422
Horizon Investments
North Carolina
$626K -$119K -1,285 -17%
CS
423
Comerica Securities
Michigan
$622K +$14K +151 +2%
BRWA
424
B. Riley Wealth Advisors
Florida
$621K +$229K +2,462 +63%
FCH
425
Freestone Capital Holdings
Washington
$615K +$139K +1,492 +31%