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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
501
Carson Wealth (CWM LLC)
Nebraska
$68K +$12.3K +261 +49%
EAM
502
Erste Asset Management
Austria
$65.8K – – –
YWP
503
YorkBridge Wealth Partners
New York
$58K – – –
CAW
504
Cornerstone Advisors (Washington)
Washington
$50K +$5.73K +122 +14%
BC
505
Barnett & Company
Tennessee
$49K +$47K +1,000 New
VanEck Associates
506
VanEck Associates
New York
$47K -$235 -5 -0.5%
GWM
507
Geneos Wealth Management
Colorado
$46K +$1.46K +31 +3%
GLI
508
Guardian Life Insurance
New York
$44K – – –
MCM
509
Manchester Capital Management
Vermont
$41K – – –
LC
510
Lindbrook Capital
California
$41K +$6.86K +146 +21%
ED
511
Exane Derivatives
France
$40K -$479K -10,211 -93%
IA
512
IFP Advisors
Florida
$37K -$66.2K -1,410 -65%
TL
513
TrueWealth LLC
Georgia
$37K – – –
FHA
514
First Horizon Advisors
Tennessee
$36K – – –
ARMT
515
Amica Retiree Medical Trust
Rhode Island
$35K – – –
CI
516
CX Institutional
Indiana
$35K +$33.3K +709 New
ST
517
Smithfield Trust
Pennsylvania
$34K – – –
TWA
518
TCI Wealth Advisors
Arizona
$34K – – –
RE
519
RBC Europe
United Kingdom
$33.4K – – –
CAPTRUST Financial Advisors
520
CAPTRUST Financial Advisors
North Carolina
$33K +$610 +13 +2%
RA
521
Rational Advisors
New York
$32K +$23.3K +497 +348%
FPFS
522
First Personal Financial Services
North Carolina
$31K – – –
NFG
523
Next Financial Group
Texas
$31K +$29.2K +621 New
NFH
524
NEXT Financial Holdings
Texas
$31K +$29.2K +621 New
BDWM
525
Brewin Dolphin Wealth Management
Ireland
$30.7K – – –