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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
401
Commonwealth Equity Services
Massachusetts
$789K +$158K +1,960 +22%
IB
402
Intrust Bank
Kansas
$759K -$30.2K -375 -4%
BTWM
403
Baker Tilly Wealth Management
Wisconsin
$757K +$34.1K +424 +4%
SC
404
Sonen Capital
California
$756K -$187K -2,327 -18%
BWM
405
BerganKDV Wealth Management
Minnesota
$752K +$63.7K +791 +8%
AP
406
Advisor Partners
California
$745K -$46.9K -582 -5%
Northwestern Mutual Wealth Management
407
Northwestern Mutual Wealth Management
Wisconsin
$745K +$76.3K +948 +10%
Federated Hermes
408
Federated Hermes
Pennsylvania
$743K -$1.04M -12,950 -56%
TI
409
Tidal Investments
Wisconsin
$743K +$91.8K +1,140 +13%
BPA
410
Beacon Pointe Advisors
California
$739K -$17.4K -216 -2%
Cambridge Investment Research Advisors
411
Cambridge Investment Research Advisors
Iowa
$724K +$9.98K +124 +1%
BCI
412
Brinker Capital Investments
Pennsylvania
$719K -$27K -335 -3%
Wealthfront Advisers
413
Wealthfront Advisers
California
$719K +$74.9K +931 +11%
IC
414
IEQ Capital
California
$705K +$327K +4,056 +74%
CA
415
Cetera Advisors
Colorado
$696K -$24.1K -300 -3%
CIBC Private Wealth Group
416
CIBC Private Wealth Group
Georgia
$696K -$1.53K -19 -0.2%
ET
417
Equitable Trust
Tennessee
$691K +$314K +3,902 +71%
Vontobel Holding
418
Vontobel Holding
Switzerland
$687K +$21.7K +269 +3%
PA
419
Parallel Advisors
California
$676K +$284K +3,527 +62%
TCM
420
Twin Capital Management
Pennsylvania
$668K +$730K +9,070 New
CIBC World Market
421
CIBC World Market
Ontario, Canada
$662K -$530K -6,590 -42%
FI
422
Fractal Investments
Connecticut
$662K – – –
SAM
423
Stansberry Asset Management
Texas
$653K -$28.9K -359 -4%
DA
424
Denali Advisors
California
$648K +$169K +2,100 +31%
VEA
425
Virtus ETF Advisers
New York
$640K +$700K +8,695 New