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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
PA
451
Parallel Advisors
California
$436K +$28.2K +330 +7%
BC
452
Burney Company
Virginia
$425K -$145K -1,693 -25%
MC
453
Maverick Capital
Texas
$424K +$422K +4,945 New
SSWM
454
Smith Salley Wealth Management
North Carolina
$423K -$46.5K -545 -10%
BC
455
Bridgefront Capital
Texas
$418K +$417K +4,880 New
Squarepoint
456
Squarepoint
New York
$417K -$3.08M -36,109 -88%
MSFS
457
Main Street Financial Solutions
Pennsylvania
$414K +$413K +4,834 New
FCH
458
Freestone Capital Holdings
Washington
$413K -$23.9K -280 -5%
AWM
459
Avior Wealth Management
Nebraska
$412K +$102K +1,200 +33%
IIC
460
Integrated Investment Consultants
Michigan
$403K -$25.6K -300 -6%
DA
461
Denali Advisors
California
$403K +$145K +1,700 +57%
FTDI
462
First Trust Direct Indexing
Massachusetts
$400K +$141K +1,648 +55%
AIP
463
Ameritas Investment Partners
Nebraska
$398K – – –
MAM
464
Madison Asset Management
Wisconsin
$395K -$64.5K -756 -14%
HBT
465
Heartland Bank & Trust
Illinois
$393K +$391K +4,579 New
Janney Montgomery Scott
466
Janney Montgomery Scott
Pennsylvania
$379K -$14.3K -168 -4%
OIA
467
Optimum Investment Advisors
Illinois
$377K -$68.3K -800 -15%
LNC
468
Lincoln National Corp
Pennsylvania
$374K – – –
QCG
469
Quadrant Capital Group
Ohio
$370K +$5.12K +60 +1%
NFC
470
Northeast Financial Consultants
Connecticut
$366K – – –
Baird Financial Group
471
Baird Financial Group
Wisconsin
$363K +$16.5K +193 +5%
PG
472
Pendal Group
Australia
$362K +$360K +4,217 New
Creative Planning
473
Creative Planning
Kansas
$361K -$42.2K -494 -11%
NICM
474
Neo Ivy Capital Management
New York
$361K +$359K +4,206 New
BMC
475
Beaton Management Company
Massachusetts
$360K – – –