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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
EAM
501
Erste Asset Management
Austria
$110K – – –
Rockefeller Capital Management
502
Rockefeller Capital Management
New York
$104K +$47.1K +833 +98%
PWM
503
Perigon Wealth Management
California
$103K +$92.5K +1,636 New
WTC
504
WhitTier Trust Company
Nevada
$101K – – –
PWPS
505
Pinnacle Wealth Planning Services
Ohio
$97K +$87.1K +1,542 New
MAM
506
Meeder Asset Management
Ohio
$96K +$1.47K +26 +2%
PVH
507
Psagot Value Holdings
Israel
$92K -$127K -2,250 -61%
CFD
508
Creative Financial Designs
Indiana
$90K – – –
IR
509
Invictus RG
Bermuda
$83K +$74.8K +1,323 New
ST
510
Smithfield Trust
Pennsylvania
$80K +$4.52K +80 +7%
BBHC
511
Brown Brothers Harriman & Co
New York
$74K +$34K +602 +103%
T
512
TOBAM
France
$72K -$22.3K -395 -26%
NFG
513
Next Financial Group
Texas
$71K +$51.8K +917 +413%
Carson Wealth (CWM LLC)
514
Carson Wealth (CWM LLC)
Nebraska
$68K – – –
AWA
515
Arkadios Wealth Advisors
Georgia
$68K +$62.2K +1,100 New
IAIM
516
International Assets Investment Management
Florida
$62K +$55.7K +986 New
AF
517
Advisornet Financial
Minnesota
$61K -$20.5K -362 -27%
IA
518
IFP Advisors
Florida
$59K -$2.71K -48 -5%
CFA
519
Carroll Financial Associates
North Carolina
$58K -$509 -9 -1%
APA
520
American Portfolios Advisors
New York
$52.4K -$397K -7,025 -89%
MCM
521
Manchester Capital Management
Vermont
$52K – – –
SFS
522
Sowell Financial Services
Arkansas
$52K +$46.4K +821 +6,315%
AssetMark Inc
523
AssetMark Inc
California
$51K – – –
CFB
524
Cullen/Frost Bankers
Texas
$49K +$1.36K +24 +3%
TPCW
525
TD Private Client Wealth
New York
$48.1K +$2.15K +38 +5%