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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
SGI
426
Summit Global Investments
Utah
$799K -$23.9K -308 -3%
ECM
427
Everence Capital Management
Indiana
$789K -$3.9M -50,133 -86%
SC
428
Sonen Capital
California
$780K – – –
UCFA
429
United Capital Financial Advisors
Texas
$779K +$352K +4,522 +118%
SAI
430
Systematic Alpha Investments
New Jersey
$775K – – –
PAG
431
Private Advisor Group
New Jersey
$774K +$18.9K +243 +3%
SP
432
Symmetry Partners
Connecticut
$770K -$203K -2,612 -24%
B
433
Bailard
California
$762K +$73.7K +948 +13%
CRC
434
Curi RMB Capital
Illinois
$760K +$635K +8,165 New
AWM
435
Avior Wealth Management
Nebraska
$754K -$140K -1,800 -18%
FI
436
FJ Investments
Utah
$754K +$630K +8,100 New
SW
437
SVB Wealth
Massachusetts
$748K +$157K +2,023 +34%
VI
438
Vestcor Inc
New Brunswick, Canada
$747K -$6.76K -87 -1%
SCA
439
Snowden Capital Advisors
New York
$727K +$33K +424 +6%
GS
440
GTS Securities
Florida
$717K +$599K +7,700 New
WWS
441
Wellington Wealth Strategies
Indiana
$710K +$593K +7,627 New
BHPW
442
Beverly Hills Private Wealth
California
$710K -$51.6K -664 -8%
Wealthfront Advisers
443
Wealthfront Advisers
California
$707K -$50.4K -648 -8%
NS
444
NBC Securities
Alabama
$706K +$99.6K +1,281 +20%
KWA
445
Kingswood Wealth Advisors
California
$705K -$152K -1,952 -20%
TMAM
446
Tokio Marine Asset Management
Japan
$683K +$26.2K +337 +5%
CG
447
Caprock Group
Idaho
$677K -$76K -977 -12%
PA
448
Procyon Advisors
Connecticut
$675K +$26.5K +341 +5%
IFS
449
Ifrah Financial Services
Arkansas
$654K -$45.9K -591 -8%
RIM
450
Redwood Investment Management
Arizona
$630K -$246K -3,170 -32%