We are live on ! Find out more
CBRE icon

CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
476
Rehmann Capital Advisory Group
Michigan
$418K +$1.23K +15 +0.3%
SC
477
Sonen Capital
California
$417K -$197K -2,412 -30%
WSTAM
478
Wilbanks Smith & Thomas Asset Management
Virginia
$412K +$14.6K +179 +3%
B
479
Bailard
California
$410K -$2.29K -28 -0.5%
LNC
480
Lincoln National Corp
Pennsylvania
$405K +$45.9K +562 +11%
Cetera Investment Advisers
481
Cetera Investment Advisers
Illinois
$404K -$17.3K -212 -4%
LCS
482
Levin Capital Strategies
New York
$401K – – –
MGWM
483
Marks Group Wealth Management
Minnesota
$395K – – –
CG
484
Colony Group
Massachusetts
$394K -$55.7K -682 -11%
FB
485
Fulton Bank
Pennsylvania
$393K +$4.9K +60 +1%
FTDI
486
First Trust Direct Indexing
Massachusetts
$388K +$97.9K +1,198 +29%
S
487
SignatureFD
Georgia
$387K +$15.1K +185 +4%
SAM
488
Sawgrass Asset Management
Florida
$382K -$12.4K -152 -3%
PCIA
489
Prime Capital Investment Advisors
Kansas
$381K +$427K +5,232 New
SS
490
Simplicity Solutions
Minnesota
$378K +$175K +2,140 +70%
MWM
491
Meridian Wealth Management
Kentucky
$378K -$12.8K -157 -3%
BFG
492
Bleakley Financial Group
New Jersey
$376K +$3.19K +39 +0.8%
NA
493
NewEdge Advisors
Louisiana
$371K +$14.7K +180 +4%
HWM
494
HB Wealth Management
Georgia
$366K -$35.9K -440 -8%
DA
495
Denali Advisors
California
$364K -$139K -1,700 -25%
CGL
496
Clarius Group LLC
Washington
$359K +$2.86K +35 +0.7%
IAA
497
Independent Advisor Alliance
North Carolina
$355K +$399K +4,878 New
PA
498
Profund Advisors
Maryland
$355K -$122K -1,494 -23%
RJT
499
Raymond James Trust
Florida
$348K -$109K -1,332 -22%
QP
500
Quilter Plc
United Kingdom
$348K +$28.6K +350 New