We are live on ! Find out more
CBRE icon

CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
501
Cahill Financial Advisors
Minnesota
$356K – – –
B
502
Bailard
California
$354K +$338K +3,638 New
HNB
503
Huntington National Bank
Ohio
$351K +$1.3K +14 +0.4%
EI
504
Ellevest Inc
New York
$343K +$29.9K +322 +10%
CI
505
Conning Inc
Connecticut
$340K -$63.2K -680 -16%
AA
506
Ancora Advisors
Ohio
$339K – – –
TI
507
Tidal Investments
Wisconsin
$339K +$9.48K +102 +3%
WW
508
Waterfront Wealth
Kansas
$338K – – –
AIA
509
Angeles Investment Advisors
California
$331K +$316K +3,403 New
SG Americas Securities
510
SG Americas Securities
New York
$330K -$15.4M -165,249 -98%
EWA
511
EP Wealth Advisors
California
$328K +$3.07K +33 +1%
CCP
512
Corient Capital Partners
California
$326K -$52.6K -566 -14%
AIM
513
Anchor Investment Management
South Carolina
$323K – – –
TMAM
514
Tokio Marine Asset Management
Japan
$321K +$36.2K +390 +13%
HB
515
Homrich & Berg
Georgia
$318K – – –
CGL
516
Clarius Group LLC
Washington
$318K +$5.11K +55 +2%
SW
517
SVB Wealth
Massachusetts
$316K +$301K +3,244 New
GI
518
GAMCO Investors
Connecticut
$315K – – –
PGFC
519
Peapack-Gladstone Financial Corp
New Jersey
$309K +$27.9K +300 +10%
HAG
520
HighPoint Advisor Group
Illinois
$306K -$7.16K -77 -2%
PMG
521
ProVise Management Group
Florida
$305K -$97.2K -1,046 -25%
MFW
522
Meristem Family Wealth
Minnesota
$305K +$291K +3,133 New
HDIM
523
Hanson & Doremus Investment Management
Vermont
$301K -$27.2K -293 -9%
FC
524
Forte Capital
New York
$296K – – –
Verition Fund Management
525
Verition Fund Management
Connecticut
$296K +$283K +3,041 New