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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
YMRC
451
Yorktown Management & Research Company
Virginia
$624K – – –
CF
452
Clarity Financial
Texas
$617K -$7.7K -99 -1%
CWM
453
Cornerstone Wealth Management
Missouri
$611K -$36.8K -473 -7%
VSQM
454
V-Square Quantitative Management
Illinois
$609K +$109K +1,401 +27%
AGWCA
455
Annis Gardner Whiting Capital Advisors
Florida
$599K +$50.5K +650 +11%
EI
456
Ellevest Inc
New York
$589K -$6.76K -87 -1%
CCMG
457
Clark Capital Management Group
Pennsylvania
$578K +$5.99K +77 +1%
SAM
458
Sawgrass Asset Management
Florida
$577K +$73.8K +949 +18%
GC
459
Gilbert & Cook
Iowa
$566K +$25K +322 +6%
MGWM
460
Marks Group Wealth Management
Minnesota
$563K – – –
MYLI
461
Meiji Yasuda Life Insurance
Japan
$561K +$469K +6,030 New
William Blair & Company
462
William Blair & Company
Illinois
$560K -$30.3K -390 -6%
HA
463
Harbor Advisors
Florida
$559K – – –
MA
464
MJP Associates
Connecticut
$558K +$145K +1,863 +45%
LCM
465
Logan Capital Management
Pennsylvania
$555K – – –
FTDI
466
First Trust Direct Indexing
Massachusetts
$554K +$101K +1,295 +28%
TI
467
Tidal Investments
Wisconsin
$532K +$43.4K +558 +11%
MBTD
468
Mechanics Bank - Trust Department
California
$530K -$68.6K -883 -13%
BHCM
469
Brevan Howard Capital Management
Jersey
$524K +$437K +5,625 New
ATPW
470
Ashton Thomas Private Wealth
Arizona
$520K +$6.61K +85 +2%
SC
471
Syon Capital
California
$516K +$118K +1,521 +38%
LNC
472
Lincoln National Corp
Pennsylvania
$514K -$622 -8 -0.1%
PA
473
Parallel Advisors
California
$511K -$66.2K -851 -13%
WSTAM
474
Wilbanks Smith & Thomas Asset Management
Virginia
$507K – – –
TAM
475
Tocqueville Asset Management
New York
$506K -$2.66M -34,256 -86%