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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
RJT
476
Raymond James Trust
Florida
$389K -$4.12K -52 -0.9%
SCA
477
Snowden Capital Advisors
New York
$389K +$476 +6 +0.1%
CG
478
Caprock Group
Idaho
$386K -$45.3K -572 -9%
AIA
479
Arrow Investment Advisors
Maryland
$382K +$8.48K +107 +2%
PFO
480
Pathstone Family Office
New Jersey
$381K +$92.2K +1,163 +26%
KeyBank National Association
481
KeyBank National Association
Ohio
$379K -$53.6K -676 -11%
SF
482
Safeguard Financial
Wisconsin
$378K +$444K +5,604 New
SIM
483
Studio Investment Management
Illinois
$374K +$1.19K +15 +0.3%
LCS
484
Levin Capital Strategies
New York
$372K – – –
S
485
SignatureFD
Georgia
$367K -$5.07K -64 -1%
SAM
486
Sawgrass Asset Management
Florida
$365K – – –
MNBTD
487
Moody National Bank Trust Division
Texas
$365K +$151K +1,907 +54%
WSTAM
488
Wilbanks Smith & Thomas Asset Management
Virginia
$363K – – –
MGWM
489
Marks Group Wealth Management
Minnesota
$359K – – –
SW
490
SVB Wealth
Massachusetts
$357K +$161K +2,033 +62%
VCM
491
Vivaldi Capital Management
Illinois
$348K +$159 +2 +0%
MFG
492
Menard Financial Group
Texas
$348K +$10.5K +133 +3%
JIC
493
Johnson Investment Counsel
Ohio
$347K – – –
NA
494
NewEdge Advisors
Louisiana
$342K -$1.51K -19 -0.4%
CCP
495
Corient Capital Partners
California
$334K +$68.3K +861 +23%
LNC
496
Lincoln National Corp
Pennsylvania
$333K +$17.4K +219 +5%
TMAM
497
Tokio Marine Asset Management
Japan
$332K +$35.6K +449 +10%
SCM
498
Stevens Capital Management
Pennsylvania
$331K -$23.9K -302 -6%
TI
499
Tidal Investments
Wisconsin
$326K -$417K -5,264 -52%
QCG
500
Quadrant Capital Group
Ohio
$324K +$3.81K +48 +1%