We are live on ! Find out more
CBRE icon

CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
501
Concourse Financial Group Securities
Alabama
$294K -$21.3K -249 -7%
SAM
502
Stansberry Asset Management
Texas
$290K -$95.7K -1,121 -25%
NFG
503
Next Financial Group
Texas
$289K +$32.5K +381 +13%
TI
504
Tidal Investments
Wisconsin
$289K +$288K +3,375 New
FC
505
Financial Consulate
Maryland
$286K +$37.6K +440 +15%
EWA
506
EP Wealth Advisors
California
$286K +$54.5K +638 +24%
AIM
507
Anchor Investment Management
South Carolina
$284K – – –
HB
508
Homrich & Berg
Georgia
$280K -$3.33K -39 -1%
GC
509
Gilbert & Cook
Iowa
$278K -$77.9K -913 -22%
GI
510
GAMCO Investors
Connecticut
$278K – – –
CGL
511
Clarius Group LLC
Washington
$276K +$4.1K +48 +2%
HAG
512
HighPoint Advisor Group
Illinois
$276K +$40.8K +478 +17%
EI
513
Ellevest Inc
New York
$275K +$41.2K +483 +18%
CFG
514
Citizens Financial Group
Rhode Island
$273K -$9.99K -117 -4%
PM
515
Parametrica Management
Hong Kong
$273K +$272K +3,187 New
SIM
516
Sentry Investment Management
Wisconsin
$267K – – –
GG
517
Golden Green
South Carolina
$266K +$683 +8 +0.3%
BCWM
518
Bartlett & Co Wealth Management
Ohio
$263K – – –
BC
519
Bartlett & Co
Ohio
$263K – – –
FC
520
FORA Capital
Florida
$262K +$260K +3,051 New
FC
521
Forte Capital
New York
$261K – – –
PMA
522
Prudent Man Advisors
Illinois
$259K – – –
PCG
523
Private Capital Group
Connecticut
$259K +$4.01K +47 +2%
TMAM
524
Tokio Marine Asset Management
Japan
$249K +$28.9K +339 +13%
BP
525
Ballentine Partners
Massachusetts
$246K -$4.87K -57 -2%
19 20
21
22 23