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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
HNB
501
Huntington National Bank
Ohio
$307K -$6.23K -73 -2%
1WA
502
180 Wealth Advisors
Washington
$304K +$269K +3,153 New
AA
503
Ancora Advisors
Ohio
$299K – – –
WW
504
Waterfront Wealth
Kansas
$298K – – –
Rockefeller Capital Management
505
Rockefeller Capital Management
New York
$295K +$47.9K +561 +19%
CFGS
506
Concourse Financial Group Securities
Alabama
$294K -$21.3K -249 -7%
SAM
507
Stansberry Asset Management
Texas
$290K -$95.7K -1,121 -25%
NFG
508
Next Financial Group
Texas
$289K +$32.5K +381 +13%
TI
509
Tidal Investments
Wisconsin
$289K +$288K +3,375 New
FC
510
Financial Consulate
Maryland
$286K +$37.6K +440 +15%
EWA
511
EP Wealth Advisors
California
$286K +$54.5K +638 +24%
AIM
512
Anchor Investment Management
South Carolina
$284K – – –
HB
513
Homrich & Berg
Georgia
$280K -$3.33K -39 -1%
GC
514
Gilbert & Cook
Iowa
$278K -$77.9K -913 -22%
GI
515
GAMCO Investors
Connecticut
$278K – – –
CGL
516
Clarius Group LLC
Washington
$276K +$4.1K +48 +2%
HAG
517
HighPoint Advisor Group
Illinois
$276K +$40.8K +478 +17%
EI
518
Ellevest Inc
New York
$275K +$41.2K +483 +18%
CFG
519
Citizens Financial Group
Rhode Island
$273K -$9.99K -117 -4%
PM
520
Parametrica Management
Hong Kong
$273K +$272K +3,187 New
SIM
521
Sentry Investment Management
Wisconsin
$267K – – –
GG
522
Golden Green
South Carolina
$266K +$683 +8 +0.3%
BCWM
523
Bartlett & Co Wealth Management
Ohio
$263K – – –
BC
524
Bartlett & Co
Ohio
$263K – – –
FC
525
FORA Capital
Florida
$262K +$260K +3,051 New