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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
CI
501
Conning Inc
Connecticut
$340K -$63.2K -680 -16%
AA
502
Ancora Advisors
Ohio
$339K
TI
503
Tidal Investments
Wisconsin
$339K +$9.48K +102 +3%
WW
504
Waterfront Wealth
Kansas
$338K
AIA
505
Angeles Investment Advisors
California
$331K +$316K +3,403 New
SG Americas Securities
506
SG Americas Securities
New York
$330K -$15.4M -165,249 -98%
EWA
507
EP Wealth Advisors
California
$328K +$3.07K +33 +1%
CCP
508
Corient Capital Partners
California
$326K -$52.6K -566 -14%
AIM
509
Anchor Investment Management
South Carolina
$323K
TMAM
510
Tokio Marine Asset Management
Japan
$321K +$36.2K +390 +13%
HB
511
Homrich & Berg
Georgia
$318K
CGL
512
Clarius Group LLC
Washington
$318K +$5.11K +55 +2%
SW
513
SVB Wealth
Massachusetts
$316K +$301K +3,244 New
GI
514
GAMCO Investors
Connecticut
$315K
PGFC
515
Peapack-Gladstone Financial Corp
New Jersey
$309K +$27.9K +300 +10%
HAG
516
HighPoint Advisor Group
Illinois
$306K -$7.16K -77 -2%
PMG
517
ProVise Management Group
Florida
$305K -$97.2K -1,046 -25%
MFW
518
Meristem Family Wealth
Minnesota
$305K +$291K +3,133 New
HDIM
519
Hanson & Doremus Investment Management
Vermont
$301K -$27.2K -293 -9%
FC
520
Forte Capital
New York
$296K
Verition Fund Management
521
Verition Fund Management
Connecticut
$296K +$283K +3,041 New
PCG
522
Private Capital Group
Connecticut
$295K +$279 +3 +0.1%
PMA
523
Prudent Man Advisors
Illinois
$294K
AWM
524
Avior Wealth Management
Nebraska
$293K -$167K -1,800 -37%
APA
525
American Portfolios Advisors
New York
$292K -$86.3K -929 -24%