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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
VW
426
Vance Wealth
California
$929K -$443K -4,931 -34%
AWM
427
Avior Wealth Management
Nebraska
$918K +$120K +1,340 +17%
NMIMC
428
Northwestern Mutual Investment Management Company
Wisconsin
$918K -$19K -212 -2%
PHK
429
Point72 Hong Kong
Hong Kong
$912K +$843K +9,383 New
DFA
430
Delta Financial Advisors
Louisiana
$909K -$8.53K -95 -1%
HAIM
431
Hunter Associates Investment Management
Pennsylvania
$904K +$839K +9,341 New
EHWM
432
Eads & Heald Wealth Management
Georgia
$900K -$54.6K -608 -6%
GAM
433
Groupama Asset Management
France
$897K -$911K -10,148 -66%
RGI
434
River Global Investors
United Kingdom
$890K -$9.34K -104 -1%
SRC
435
Shufro Rose & Co
New York
$881K -$551K -6,135 -40%
LCM
436
LDR Capital Management
New York
$846K -$59K -657 -7%
PP
437
Paloma Partners
Connecticut
$836K +$772K +8,600 New
NS
438
NBC Securities
Alabama
$834K +$89.5K +997 +13%
UCFA
439
United Capital Financial Advisors
Texas
$827K +$12.2K +136 +2%
BCM
440
Brasada Capital Management
Texas
$827K +$763K +8,500 New
AAM
441
Advisors Asset Management
Colorado
$814K -$203K -2,264 -21%
SAI
442
Systematic Alpha Investments
New Jersey
$810K – – –
CG
443
Caprock Group
Idaho
$807K +$92.6K +1,031 +14%
FTDI
444
First Trust Direct Indexing
Massachusetts
$804K +$209K +2,323 +39%
SI
445
Seeds Investor
New York
$803K -$97.5K -1,086 -12%
JFGIW
446
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$801K -$133K -1,478 -15%
SP
447
Symmetry Partners
Connecticut
$798K – – –
HFS
448
Hantz Financial Services
Michigan
$796K +$735K +8,185 New
CRC
449
Curi RMB Capital
Illinois
$794K -$180 -2 -0%
MA
450
MJP Associates
Connecticut
$791K +$192K +2,142 +36%
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