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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
501
Sawgrass Asset Management
Florida
$483K -$78.9K -889 -14%
GC
502
Gilbert & Cook
Iowa
$480K -$51.5K -580 -10%
RCAG
503
Rehmann Capital Advisory Group
Michigan
$479K +$3.64K +41 +0.8%
SWP
504
Stratos Wealth Partners
Ohio
$477K -$6.83K -77 -1%
SGI
505
Summit Global Investments
Utah
$476K +$150K +1,689 +46%
TI
506
Tidal Investments
Wisconsin
$465K -$997K -11,240 -68%
HWM
507
HB Wealth Management
Georgia
$460K +$124K +1,392 +37%
CIS
508
Custom Index Systems
New York
$456K -$33.4K -377 -7%
LSAG
509
Lake Street Advisors Group
New Hampshire
$456K -$5.77K -65 -1%
CPBTD
510
Central Pacific Bank - Trust Division
Hawaii
$453K +$36.8K +415 +9%
GSB
511
Greenfield Savings Bank
Massachusetts
$452K +$65.3K +736 +17%
MBTD
512
Mechanics Bank - Trust Department
California
$448K -$7.54K -85 -2%
M
513
MOTCO
Texas
$448K – – –
MWM
514
Meridian Wealth Management
Kentucky
$447K +$445K +5,015 New
MYAM
515
Meiji Yasuda Asset Management
Japan
$446K +$39.1K +441 +10%
TA
516
Tectonic Advisors
Texas
$440K +$81.1K +914 +23%
SC
517
Savant Capital
Illinois
$438K +$115K +1,299 +36%
SFI
518
Siemens Fonds Invest
Germany
$437K -$3.19K -36 -0.7%
Focus Partners Wealth
519
Focus Partners Wealth
Massachusetts
$433K +$2.75K +31 +0.6%
NP
520
NorthRock Partners
Minnesota
$426K +$141K +1,594 +50%
RG
521
Rathbones Group
United Kingdom
$425K +$12.4K +140 +3%
LCS
522
Levin Capital Strategies
New York
$424K – – –
S
523
SignatureFD
Georgia
$421K +$41K +462 +11%
PA
524
Profund Advisors
Maryland
$416K +$16.6K +187 +4%
FCP
525
Fidelis Capital Partners
Florida
$416K +$8.52K +96 +3%