We are live on ! Find out more
CBRE icon

CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
KLC
476
Knowledge Leaders Capital
Colorado
$75K +$11.9K +288 +20%
ARMT
477
Amica Retiree Medical Trust
Rhode Island
$70K – – –
GIC
478
GFI Investment Counsel
Ontario, Canada
$65K – – –
PGWM
479
Parisi Gray Wealth Management
New Jersey
$65K +$61.8K +1,492 New
EDRH
480
Edmond de Rothschild Holding
Switzerland
$59K – – –
MUS
481
Mitsubishi UFJ Securities
Japan
$58K +$55.1K +1,330 New
PG
482
Patten Group
Tennessee
$57K – – –
GWM
483
Geneos Wealth Management
Colorado
$56K +$33.2K +800 +160%
PCM
484
Prelude Capital Management
New York
$56K +$53.2K +1,283 New
TWA
485
TCI Wealth Advisors
Arizona
$53K +$22.6K +544 +80%
PCG
486
Private Capital Group
Connecticut
$52K +$21K +506 New
YWP
487
YorkBridge Wealth Partners
New York
$49K – – –
NSIM
488
North Star Investment Management
Illinois
$48K – – –
FANJ
489
Financial Architects (New Jersey)
New Jersey
$44K -$166 -4 -0.4%
GLI
490
Guardian Life Insurance
New York
$42K +$11.9K +288 +42%
SP
491
SWS Partners
Ohio
$41K +$38.8K +936 New
FMII
492
Farmers & Merchants Investments Inc
Nebraska
$39K +$249 +6 +0.7%
STA
493
Summit Trail Advisors
New York
$37K +$34.4K +830 New
FHA
494
First Horizon Advisors
Tennessee
$36K – – –
MCM
495
Manchester Capital Management
Vermont
$36K – – –
GBT
496
Grove Bank & Trust
Florida
$35K – – –
TL
497
TrueWealth LLC
Georgia
$34K +$32.5K +783 New
BGIM
498
Brandywine Global Investment Management
Pennsylvania
$33K +$3.85K +93 +14%
ST
499
Smithfield Trust
Pennsylvania
$30K +$21.3K +514 +287%
FPFS
500
First Personal Financial Services
North Carolina
$30K +$24K +578 +535%
18 19
20
21 22