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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
GBBWRPM
476
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$118K – – –
AssetMark Inc
477
AssetMark Inc
California
$114K -$9.41K -199 -8%
FMT
478
First Mercantile Trust
Tennessee
$104K +$103K +2,170 New
OWA
479
One Wealth Advisors
California
$99K +$946 +20 +1%
PFA
480
Pathway Financial Advisors
Vermont
$92K – – –
SIAS
481
Shine Investment Advisory Services
Colorado
$91K -$7K -148 -7%
CAW
482
Cornerstone Advisors (Washington)
Washington
$91K +$1.28K +27 +1%
AIM
483
Anchor Investment Management
South Carolina
$88.8K +$88K +1,860 New
GFP
484
Gryphon Financial Partners
Ohio
$80K -$1.23K -26 -2%
PGWM
485
Parisi Gray Wealth Management
New Jersey
$77K – – –
GIC
486
GFI Investment Counsel
Ontario, Canada
$72K – – –
FHA
487
First Horizon Advisors
Tennessee
$71K +$30.4K +642 +75%
EDRH
488
Edmond de Rothschild Holding
Switzerland
$65K – – –
MUS
489
Mitsubishi UFJ Securities
Japan
$63K – – –
PG
490
Patten Group
Tennessee
$63K – – –
NIMI
491
Natixis Investment Managers International
France
$62K +$61.6K +1,302 New
YWP
492
YorkBridge Wealth Partners
New York
$56K – – –
PCG
493
Private Capital Group
Connecticut
$50K +$3.78K +80 +8%
EA
494
Edge Advisors
Georgia
$49K -$3.31K -70 -6%
FANJ
495
Financial Architects (New Jersey)
New Jersey
$43K +$3.92K +83 +10%
MCM
496
Manchester Capital Management
Vermont
$40K – – –
GLI
497
Guardian Life Insurance
New York
$40K +$6.48K +137 +19%
SLF
498
Sun Life Financial
Ontario, Canada
$39K +$35.7K +754 +1,160%
ST
499
Smithfield Trust
Pennsylvania
$38K +$851 +18 +2%
TL
500
TrueWealth LLC
Georgia
$36K -$1.23K -26 -3%