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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
476
AssetMark Inc
California
$114K -$9.41K -199 -8%
FMT
477
First Mercantile Trust
Tennessee
$104K +$103K +2,170 New
OWA
478
One Wealth Advisors
California
$99K +$946 +20 +1%
PFA
479
Pathway Financial Advisors
Vermont
$92K
SIAS
480
Shine Investment Advisory Services
Colorado
$91K -$7K -148 -7%
CAW
481
Cornerstone Advisors (Washington)
Washington
$91K +$1.28K +27 +1%
AIM
482
Anchor Investment Management
South Carolina
$88.8K +$88K +1,860 New
GFP
483
Gryphon Financial Partners
Ohio
$80K -$1.23K -26 -2%
PGWM
484
Parisi Gray Wealth Management
New Jersey
$77K
GIC
485
GFI Investment Counsel
Ontario, Canada
$72K
FHA
486
First Horizon Advisors
Tennessee
$71K +$30.4K +642 +75%
EDRH
487
Edmond de Rothschild Holding
Switzerland
$65K
MUS
488
Mitsubishi UFJ Securities
Japan
$63K
PG
489
Patten Group
Tennessee
$63K
NIMI
490
Natixis Investment Managers International
France
$62K +$61.6K +1,302 New
YWP
491
YorkBridge Wealth Partners
New York
$56K
PCG
492
Private Capital Group
Connecticut
$50K +$3.78K +80 +8%
EA
493
Edge Advisors
Georgia
$49K -$3.31K -70 -6%
FANJ
494
Financial Architects (New Jersey)
New Jersey
$43K +$3.92K +83 +10%
MCM
495
Manchester Capital Management
Vermont
$40K
GLI
496
Guardian Life Insurance
New York
$40K +$6.48K +137 +19%
SLF
497
Sun Life Financial
Ontario, Canada
$39K +$35.7K +754 +1,160%
ST
498
Smithfield Trust
Pennsylvania
$38K +$851 +18 +2%
TL
499
TrueWealth LLC
Georgia
$36K -$1.23K -26 -3%
FMII
500
Farmers & Merchants Investments Inc
Nebraska
$36K