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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
501
Smithfield Trust
Pennsylvania
$36K +$12.1K +280 +54%
PFGIA
502
Patriot Financial Group Insurance Agency
Massachusetts
$34K -$2.42K -56 -7%
BC
503
Barnett & Company
Tennessee
$33K – – –
RE
504
RBC Europe
United Kingdom
$30.5K – – –
TPCW
505
TD Private Client Wealth
New York
$29K +$1.03K +24 +4%
VFA
506
Valeo Financial Advisors
Indiana
$29K +$7.29K +169 +36%
EDRH
507
Edmond de Rothschild Holding
Switzerland
$28K -$19.4K -449 -42%
OCM
508
Ovata Capital Management
Hong Kong
$26K +$24.7K +572 New
MHR
509
Matthew Hamilton Rosenberg
$26K +$24.9K +577 New
RWA
510
Ropes Wealth Advisors
Massachusetts
$24K – – –
FAM
511
Fred Alger Management
New York
$23K – – –
FMII
512
Farmers & Merchants Investments Inc
Nebraska
$23K +$518 +12 +2%
BWL
513
Bogart Wealth LLC
Virginia
$22K – – –
CCA
514
Column Capital Advisors
Indiana
$22K – – –
PMFA
515
Plante Moran Financial Advisors
Michigan
$22K +$21.3K +495 New
AIM
516
AIA Investment Management
Singapore
$20K -$20.7K -479 -52%
BCA
517
Berman Capital Advisors
Georgia
$20K -$3.19K -74 -14%
FRA
518
Front Row Advisors
California
$20K -$302 -7 -2%
ZB
519
Zions Bancorporation
Utah
$20K – – –
PCM
520
Penserra Capital Management
California
$20K +$647 +15 +3%
PFBT
521
Parkside Financial Bank & Trust
Missouri
$20K +$10.4K +242 +122%
FHA
522
Flagship Harbor Advisors
Massachusetts
$19K +$14.3K +332 +302%
KPW
523
Kore Private Wealth
New York
$18K -$15.2K -352 -47%
CDIA
524
Capital Directions Investment Advisors
Georgia
$18K – – –
CCM
525
Covington Capital Management
California
$18K – – –
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