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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
CCMG
451
Clark Capital Management Group
Pennsylvania
$453K -$9.79K -118 -2%
MGWM
452
Marks Group Wealth Management
Minnesota
$447K +$51.3K +619 +11%
CA
453
Clearstead Advisors
Ohio
$446K +$250K +3,017 +100%
SIM
454
Studio Investment Management
Illinois
$445K -$2.16K -26 -0.4%
SW
455
SVB Wealth
Massachusetts
$444K +$167K +2,010 +50%
GHA
456
GW Henssler & Associates
Georgia
$444K +$498K +6,007 New
HA
457
Harbor Advisors
Florida
$443K
LCM
458
Logan Capital Management
Pennsylvania
$441K
AGWCA
459
Annis Gardner Whiting Capital Advisors
Florida
$427K +$480K +5,783 New
GC
460
Gilbert & Cook
Iowa
$425K +$136K +1,645 +40%
MNBTD
461
Moody National Bank Trust Division
Texas
$420K -$15.3K -184 -3%
RCAG
462
Rehmann Capital Advisory Group
Michigan
$409K -$2.98K -36 -0.6%
LNC
463
Lincoln National Corp
Pennsylvania
$409K +$88.9K +1,072 +24%
Cetera Investment Advisers
464
Cetera Investment Advisers
Illinois
$408K -$332 -4 -0.1%
ATPW
465
Ashton Thomas Private Wealth
Arizona
$406K
WSTAM
466
Wilbanks Smith & Thomas Asset Management
Virginia
$402K
QCG
467
Quadrant Capital Group
Ohio
$393K +$8.04K +97 +2%
HWM
468
HB Wealth Management
Georgia
$392K +$15.9K +192 +4%
SAM
469
Sawgrass Asset Management
Florida
$388K
MWM
470
Meridian Wealth Management
Kentucky
$381K
TI
471
Tidal Investments
Wisconsin
$381K +$83.1K +1,002 +24%
VSQM
472
V-Square Quantitative Management
Illinois
$380K +$207K +2,498 +94%
S
473
SignatureFD
Georgia
$377K -$2.16K -26 -0.5%
FB
474
Fulton Bank
Pennsylvania
$368K -$12.5K -151 -3%
CG
475
Colony Group
Massachusetts
$360K -$9.12K -110 -2%