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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
SCP
501
Syntal Capital Partners
Texas
$194K – – –
GSIS
502
Global Strategic Investment Solutions
Arizona
$192K +$190K +3,615 New
FMT
503
First Mercantile Trust
Tennessee
$189K +$188K +3,566 New
HDIM
504
Hanson & Doremus Investment Management
Vermont
$187K – – –
BCWM
505
Bartlett & Co Wealth Management
Ohio
$161K +$2.68K +51 +2%
BC
506
Bartlett & Co
Ohio
$161K +$2.68K +51 +2%
QCG
507
Quadrant Capital Group
Ohio
$152K -$2.58K -49 -2%
ASN
508
Advisory Services Network
Georgia
$146K – – –
HAG
509
HighPoint Advisor Group
Illinois
$143K -$789 -15 -0.6%
RMC
510
Resources Management Corp
Connecticut
$121K +$120K +2,290 New
WTC
511
WhitTier Trust Company
Nevada
$120K – – –
Rockefeller Capital Management
512
Rockefeller Capital Management
New York
$116K – – –
AIM
513
Anchor Investment Management
South Carolina
$115K +$5.26K +100 +5%
HWA
514
Heritage Wealth Advisors
Virginia
$114K +$113K +2,155 New
Northwestern Mutual Wealth Management
515
Northwestern Mutual Wealth Management
Wisconsin
$108K -$22.1K -420 -17%
FANJ
516
Financial Architects (New Jersey)
New Jersey
$105K – – –
PHK
517
Point72 Hong Kong
Hong Kong
$104K +$103K +1,967 New
AssetMark Inc
518
AssetMark Inc
California
$103K -$4.05K -77 -4%
SIAS
519
Shine Investment Advisory Services
Colorado
$96K – – –
MAM
520
Meeder Asset Management
Ohio
$87K +$20.7K +393 +31%
VanEck Associates
521
VanEck Associates
New York
$83K +$11.9K +226 +17%
CLOS
522
Compagnie Lombard Odier SCmA
Switzerland
$79K – – –
ARMT
523
Amica Retiree Medical Trust
Rhode Island
$73K +$35.1K +667 +93%
EAM
524
Erste Asset Management
Austria
$70.5K – – –
Carson Wealth (CWM LLC)
525
Carson Wealth (CWM LLC)
Nebraska
$68K – – –