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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
CIS
476
Custom Index Systems
New York
$908K +$237K +2,171 +42%
EI
477
Ellevest Inc
New York
$904K -$56.5K -518 -7%
Fuller & Thaler Asset Management
478
Fuller & Thaler Asset Management
California
$885K +$355K +3,255 +84%
Vontobel Holding
479
Vontobel Holding
Switzerland
$855K -$105K -967 -12%
CWM
480
Cornerstone Wealth Management
Missouri
$845K -$15.6K -143 -2%
BTI
481
Blue Trust Inc
Georgia
$836K -$71.5K -656 -7%
HNB
482
Huntington National Bank
Ohio
$826K +$91.5K +839 +14%
GC
483
Guggenheim Capital
Illinois
$824K -$338K -3,100 -32%
FF
484
Friedenthal Financial
New Jersey
$821K +$719K +6,596 New
VAS
485
Vestmark Advisory Solutions
Massachusetts
$811K +$763 +7 +0.1%
CRC
486
Curi RMB Capital
Illinois
$811K -$327 -3 -0%
EDRH
487
Edmond de Rothschild Holding
Switzerland
$804K -$119K -1,090 -14%
GAM
488
Groupama Asset Management
France
$802K -$389K -3,571 -31%
PP
489
Prudential plc
United Kingdom
$790K
SRC
490
Shufro Rose & Co
New York
$781K
IFS
491
Ifrah Financial Services
Arkansas
$764K -$8.5K -78 -1%
AWM
492
Apollon Wealth Management
South Carolina
$761K +$242K +2,219 +57%
HWM
493
HB Wealth Management
Georgia
$758K +$101K +923 +18%
SWM
494
Spire Wealth Management
Virginia
$752K +$626K +5,745 +1,928%
SCA
495
Snowden Capital Advisors
New York
$749K +$4.91K +45 +0.8%
HA
496
Harbor Advisors
Florida
$747K
PA
497
Parallel Advisors
California
$738K +$38.3K +351 +6%
MGWM
498
Marks Group Wealth Management
Minnesota
$737K
SWP
499
Stratos Wealth Partners
Ohio
$733K +$58.1K +533 +10%
CL
500
Choreo LLC
Illinois
$733K +$5.45K +50 +0.9%