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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
GIC
476
GFI Investment Counsel
Ontario, Canada
$65K
PGWM
477
Parisi Gray Wealth Management
New Jersey
$65K +$61.8K +1,492 New
EDRH
478
Edmond de Rothschild Holding
Switzerland
$59K
MUS
479
Mitsubishi UFJ Securities
Japan
$58K +$55.1K +1,330 New
PG
480
Patten Group
Tennessee
$57K
GWM
481
Geneos Wealth Management
Colorado
$56K +$33.2K +800 +160%
PCM
482
Prelude Capital Management
New York
$56K +$53.2K +1,283 New
TWA
483
TCI Wealth Advisors
Arizona
$53K +$22.6K +544 +80%
YWP
484
YorkBridge Wealth Partners
New York
$49K
NSIM
485
North Star Investment Management
Illinois
$48K
FANJ
486
Financial Architects (New Jersey)
New Jersey
$44K -$166 -4 -0.4%
GLI
487
Guardian Life Insurance
New York
$42K +$11.9K +288 +42%
SP
488
SWS Partners
Ohio
$41K +$38.8K +936 New
FMII
489
Farmers & Merchants Investments Inc
Nebraska
$39K +$249 +6 +0.7%
STA
490
Summit Trail Advisors
New York
$37K +$34.4K +830 New
FHA
491
First Horizon Advisors
Tennessee
$36K
MCM
492
Manchester Capital Management
Vermont
$36K
GBT
493
Grove Bank & Trust
Florida
$35K
TL
494
TrueWealth LLC
Georgia
$34K +$32.5K +783 New
BGIM
495
Brandywine Global Investment Management
Pennsylvania
$33K +$3.85K +93 +14%
ST
496
Smithfield Trust
Pennsylvania
$30K +$21.3K +514 +287%
FPFS
497
First Personal Financial Services
North Carolina
$30K +$24K +578 +535%
RE
498
RBC Europe
United Kingdom
$29.2K
SLF
499
Sun Life Financial
Ontario, Canada
$29K -$64.4K -1,554 -70%
Bessemer Group
500
Bessemer Group
New Jersey
$28K -$21K -507 -44%