We are live on ! Find out more
CBRE icon

CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
AAP
426
Arax Advisory Partners
Colorado
$605K +$29.5K +367 +5%
ESCM
427
Echo Street Capital Management
New York
$587K +$42.1K +523 +7%
TAM
428
Trillium Asset Management
Massachusetts
$577K -$6.85M -85,076 -92%
ACA
429
Atlas Capital Advisors
Wyoming
$577K +$7.89K +98 +1%
FCH
430
Freestone Capital Holdings
Washington
$562K -$221K -2,744 -26%
DTL
431
Dynamic Technology Lab
Singapore
$543K -$1.47M -18,305 -71%
AWS
432
Atria Wealth Solutions
New York
$538K +$26.3K +327 +5%
PA
433
Profund Advisors
Maryland
$536K -$102K -1,270 -15%
ONB
434
Old National Bancorp
Indiana
$519K -$16.2K -201 -3%
CC
435
Cypress Capital
Tennessee
$519K
AWM
436
Apollon Wealth Management
South Carolina
$519K +$567K +7,044 New
PGCM
437
Prescott Group Capital Management
Oklahoma
$515K
CWM
438
Cornerstone Wealth Management
Missouri
$502K +$8.86K +110 +2%
EF
439
Empirical Finance
Pennsylvania
$498K +$29.5K +366 +6%
YMRC
440
Yorktown Management & Research Company
Virginia
$493K
Creative Planning
441
Creative Planning
Kansas
$493K +$135K +1,678 +33%
CS
442
Comerica Securities
Michigan
$491K -$9.82K -122 -2%
AG
443
AIA Group
Hong Kong
$476K -$1.69M -20,938 -76%
CCMG
444
Clark Capital Management Group
Pennsylvania
$476K -$8.05K -100 -2%
MGP
445
Metis Global Partners
California
$465K +$82.8K +1,028 +19%
KeyBank National Association
446
KeyBank National Association
Ohio
$463K -$6.52K -81 -1%
MWM
447
Meridian Wealth Management
Kentucky
$463K
CG
448
Caprock Group
Idaho
$463K +$69.6K +864 +16%
CG
449
Colony Group
Massachusetts
$451K +$7.65K +95 +2%
HA
450
Harbor Advisors
Florida
$442K