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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
S
476
SignatureFD
Georgia
$414K -$14.4K -192 -4%
HWM
477
HB Wealth Management
Georgia
$413K +$6.66K +89 +2%
SS
478
Simplicity Solutions
Minnesota
$413K -$5.47K -73 -1%
JF
479
Jump Financial
Illinois
$405K +$375K +5,014 New
CG
480
Colony Group
Massachusetts
$402K -$32.2K -430 -8%
IAA
481
Independent Advisor Alliance
North Carolina
$396K +$1.8K +24 +0.5%
CGL
482
Clarius Group LLC
Washington
$395K -$2.69K -36 -0.7%
HNB
483
Huntington National Bank
Ohio
$391K +$8.61K +115 +2%
ACA
484
Atlas Capital Advisors
Wyoming
$383K
PA
485
Profund Advisors
Maryland
$379K -$12.9K -172 -4%
VWA
486
V Wealth Advisors
Kansas
$376K -$115K -1,540 -25%
PCIA
487
Prime Capital Investment Advisors
Kansas
$371K -$47.2K -631 -12%
AIMCA
488
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$371K
UCFA
489
United Capital Financial Advisors
Texas
$369K +$342K +4,574 New
HI
490
Horizon Investments
North Carolina
$361K -$18.6K -249 -5%
LNC
491
Lincoln National Corp
Pennsylvania
$360K -$82.8K -1,106 -20%
KPWS
492
Kestra Private Wealth Services
Texas
$356K -$99.6K -1,330 -23%
PMA
493
Prudent Man Advisors
Illinois
$356K
Federated Hermes
494
Federated Hermes
Pennsylvania
$351K +$29.9K +399 +10%
FTDI
495
First Trust Direct Indexing
Massachusetts
$349K -$74.9K -1,001 -19%
BWP
496
BSW Wealth Partners
Colorado
$349K -$1.65K -22 -0.5%
SF
497
Safeguard Financial
Wisconsin
$342K
CWA
498
CM Wealth Advisors
Ohio
$340K -$2.72M -36,367 -90%
EWA
499
EP Wealth Advisors
California
$338K +$404K +5,400 +28%
TI
500
Tidal Investments
Wisconsin
$335K -$450K -6,004 -59%