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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
PCG
501
Private Capital Group
Connecticut
$236K -$350K -4,943 -62%
SFS
502
Sowell Financial Services
Arkansas
$233K +$134K +1,897 +227%
BP
503
Ballentine Partners
Massachusetts
$231K -$33K -466 -14%
PGFC
504
Peapack-Gladstone Financial Corp
New Jersey
$230K +$205K +2,902 New
FMT
505
First Mercantile Trust
Tennessee
$229K -$18.8K -266 -8%
Rockefeller Capital Management
506
Rockefeller Capital Management
New York
$229K +$86.1K +1,218 +72%
FC
507
Financial Consulate
Maryland
$229K +$205K +2,895 New
VI
508
Versor Investments
New York
$229K +$205K +2,900 New
WWM
509
Windsor Wealth Management
Indiana
$228K +$203K +2,877 New
CG
510
Caprock Group
Idaho
$226K +$202K +2,852 New
HAG
511
HighPoint Advisor Group
Illinois
$221K +$194K +2,747 New
CCB
512
Cutter & Co Brokerage
Missouri
$218K +$195K +2,759 New
EI
513
Ellevest Inc
New York
$215K +$13.2K +187 +7%
EWA
514
EP Wealth Advisors
California
$214K -$38.6K -546 -17%
DZ Bank
515
DZ Bank
Germany
$214K – – –
EF
516
Empirical Finance
Pennsylvania
$209K – – –
MWM
517
Mission Wealth Management
California
$208K +$186K +2,635 New
TMAM
518
Tokio Marine Asset Management
Japan
$203K +$181K +2,564 New
PCP
519
Proficio Capital Partners
Massachusetts
$202K +$180K +2,550 New
HIA
520
Harbor Investment Advisory
Maryland
$192K – – –
HWA
521
Heritage Wealth Advisors
Virginia
$170K – – –
MAM
522
Meeder Asset Management
Ohio
$165K +$38.8K +548 +36%
EDRH
523
Edmond de Rothschild Holding
Switzerland
$157K +$14.1K +199 +11%
CMBA
524
C.M. Bidwell & Associates
Hawaii
$149K +$354 +5 +0.3%
ADIM
525
Alpha DNA Investment Management
Maryland
$135K +$121K +1,711 New