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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
FB
476
Fulton Bank
Pennsylvania
$266K +$11.6K +209 +5%
JIP
477
Jaffetilchin Investment Partners
Florida
$266K +$241K +4,344 New
LNC
478
Lincoln National Corp
Pennsylvania
$265K +$240K +4,331 New
NFC
479
Northeast Financial Consultants
Connecticut
$264K – – –
DILIC
480
Dai-ichi Life Insurance Company
Japan
$263K +$237K +4,283 New
RT
481
Rockland Trust
Massachusetts
$262K +$237K +4,280 New
GH
482
GAM Holding
Switzerland
$260K -$402K -7,251 -63%
CCP
483
Corient Capital Partners
California
$259K +$13.3K +241 +6%
BMC
484
Beaton Management Company
Massachusetts
$257K – – –
PMG
485
ProVise Management Group
Florida
$248K – – –
SW
486
SVB Wealth
Massachusetts
$247K +$13.3K +240 +6%
FFG
487
Fortem Financial Group
California
$247K +$223K +4,031 New
NL
488
NKCFO LLC
Illinois
$245K – – –
WIC
489
Whitegate Investment Counselors
New Hampshire
$245K – – –
GC
490
Gilbert & Cook
Iowa
$245K +$221K +3,995 New
WSC
491
Wellington Shields & Co
New York
$245K +$222K +4,000 New
IEFM
492
IQ EQ Fund Management
Ireland
$242K -$42K -758 -16%
CP
493
Covenant Partners
Tennessee
$241K -$94.9K -1,714 -30%
ERIM
494
Eagle Ridge Investment Management
Connecticut
$239K – – –
RWRC
495
R.W. Roge & Company
New York
$237K +$216K +3,900 New
FPA
496
First Pacific Advisors
California
$236K +$213K +3,850 New
AWM
497
Affinity Wealth Management
Delaware
$230K +$208K +3,750 New
FP
498
Foundry Partners
Minnesota
$230K +$208K +3,755 New
FQ
499
First Quadrant
California
$227K – – –
PVH
500
Psagot Value Holdings
Israel
$227K – – –
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