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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
HNB
501
Huntington National Bank
Ohio
$306K +$24.9K +309 +8%
HWM
502
HB Wealth Management
Georgia
$302K -$18K -224 -5%
SSWM
503
Smith Salley Wealth Management
North Carolina
$302K – – –
AIP
504
Ameritas Investment Partners
Nebraska
$301K -$23.9K -297 -7%
FTDI
505
First Trust Direct Indexing
Massachusetts
$300K -$72.9K -905 -18%
TB
506
Treynor Bancshares
Iowa
$299K – – –
Bessemer Group
507
Bessemer Group
New Jersey
$292K -$111K -1,373 -26%
AA
508
ALPS Advisors
Colorado
$290K -$3.3K -41 -1%
CGL
509
Clarius Group LLC
Washington
$289K +$37.4K +464 +13%
CI
510
Conning Inc
Connecticut
$285K -$1.05K -13 -0.3%
TA
511
TruWealth Advisors
Louisiana
$282K +$115K +1,433 +60%
ACM
512
Aquatic Capital Management
Illinois
$280K +$290K +3,600 +1,800%
WIC
513
Whitegate Investment Counselors
New Hampshire
$278K -$17.7K -220 -6%
Fisher Asset Management
514
Fisher Asset Management
Washington
$278K +$70.9K +881 +30%
I
515
IMPACTfolio
Colorado
$276K +$1.69K +21 +0.6%
BAMF
516
BI Asset Management Fondsmaeglerselskab
Denmark
$271K -$126K -1,565 -30%
CCP
517
Corient Capital Partners
California
$271K -$77.1K -958 -21%
CP
518
Covenant Partners
Tennessee
$268K – – –
Lido Advisors
519
Lido Advisors
California
$267K -$109K -1,355 -27%
HAG
520
HighPoint Advisor Group
Illinois
$265K +$283K +3,518 New
CFG
521
Citizens Financial Group
Rhode Island
$262K -$724 -9 -0.3%
BRWA
522
B. Riley Wealth Advisors
Florida
$258K +$13.6K +169 +5%
MNBTD
523
Moody National Bank Trust Division
Texas
$258K +$282K +3,503 New
AA
524
Ancora Advisors
Ohio
$256K – – –
WW
525
Waterfront Wealth
Kansas
$256K – – –