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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
SGI
426
Summit Global Investments
Utah
$671K +$372K +4,966 +148%
PAG
427
Private Advisor Group
New Jersey
$670K +$18.2K +243 +3%
KAS
428
Kestra Advisory Services
Texas
$663K -$305K -4,076 -33%
SCA
429
Snowden Capital Advisors
New York
$636K +$2.55K +34 +0.4%
E
430
Ergoteles
New York
$631K +$585K +7,816 New
IFS
431
Ifrah Financial Services
Arkansas
$621K -$10.8K -144 -2%
Baird Financial Group
432
Baird Financial Group
Wisconsin
$619K -$248K -3,312 -30%
AO
433
Advisor OS
Illinois
$605K +$561K +7,496 New
NWMG
434
National Wealth Management Group
Ohio
$598K +$526K +7,028 New
BTWM
435
Baker Tilly Wealth Management
Wisconsin
$594K +$2.55K +34 +0.5%
MBTD
436
Mechanics Bank - Trust Department
California
$588K
PRC
437
Pearl River Capital
Michigan
$579K +$537K +7,171 New
ONB
438
Old National Bancorp
Indiana
$571K -$17.1K -228 -3%
CWM
439
Cornerstone Wealth Management
Missouri
$566K +$22.5K +300 +4%
SFA
440
Sequoia Financial Advisors
Ohio
$555K +$4.12K +55 +0.8%
YMRC
441
Yorktown Management & Research Company
Virginia
$541K
TC
442
TownSquare Capital
Utah
$526K +$193K +2,576 +65%
AIA
443
Affinity Investment Advisors
California
$524K -$411K -5,489 -46%
CG
444
Caprock Group
Idaho
$522K -$24K -321 -5%
PA
445
Parallel Advisors
California
$521K -$101K -1,353 -17%
William Blair & Company
446
William Blair & Company
Illinois
$520K -$123K -1,642 -20%
AAP
447
Arax Advisory Partners
Colorado
$513K -$250K -3,339 -34%
CCMG
448
Clark Capital Management Group
Pennsylvania
$504K +$524 +7 +0.1%
TMAM
449
Tokio Marine Asset Management
Japan
$492K +$22.2K +296 +5%
SIM
450
Studio Investment Management
Illinois
$489K +$4.79K +64 +1%