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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
501
AlphaStar Capital Management
North Carolina
$306K +$42.3K +510 +14%
MA
502
MJP Associates
Connecticut
$305K +$342K +4,130 New
BMC
503
Beaton Management Company
Massachusetts
$303K
TPCW
504
TD Private Client Wealth
New York
$303K +$60K +723 +21%
RG
505
Rathbones Group
United Kingdom
$299K +$336K +4,047 New
SC
506
Syon Capital
California
$297K +$334K +4,027 New
AWM
507
Apollon Wealth Management
South Carolina
$296K -$99.1K -1,195 -23%
SFI
508
Siemens Fonds Invest
Germany
$295K +$28.4K +343 +9%
BRWA
509
B. Riley Wealth Advisors
Florida
$293K +$102K +1,225 +45%
SSWM
510
Smith Salley Wealth Management
North Carolina
$292K -$166 -2 -0.1%
BTI
511
Blue Trust Inc
Georgia
$287K +$186K +2,238 +169%
UCFA
512
United Capital Financial Advisors
Texas
$284K -$60.5K -729 -16%
CGL
513
Clarius Group LLC
Washington
$283K -$87.4K -1,054 -22%
Federated Hermes
514
Federated Hermes
Pennsylvania
$283K -$43K -518 -12%
Capstone Investment Advisors
515
Capstone Investment Advisors
New York
$280K +$310K +3,744 +7,064%
N
516
Natixis
France
$280K -$6.14M -74,018 -95%
ESCM
517
Echo Street Capital Management
New York
$279K -$155K -1,875 -33%
SC
518
Savant Capital
Illinois
$277K +$87.5K +1,055 +39%
HDIM
519
Hanson & Doremus Investment Management
Vermont
$274K
TB
520
Treynor Bancshares
Iowa
$266K
FCH
521
Freestone Capital Holdings
Washington
$264K -$3.23K -39 -1%
BWP
522
BSW Wealth Partners
Colorado
$264K -$62K -748 -17%
AIP
523
Ameritas Investment Partners
Nebraska
$264K -$19.7K -238 -6%
DT
524
Diversified Trust
Tennessee
$260K -$32.3K -389 -10%
MYAM
525
Meiji Yasuda Asset Management
Japan
$259K +$45.6K +550 +19%