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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
SW
501
SVB Wealth
Massachusetts
$944K +$942K +7,192 New
SCM
502
Stevens Capital Management
Pennsylvania
$942K +$275K +2,103 +41%
HNB
503
Huntington National Bank
Ohio
$941K +$68.9K +526 +8%
CANY
504
Caxton Associates (New York)
New York
$936K +$934K +7,130 New
AF
505
Aviso Financial
Ontario, Canada
$928K +$926K +7,070 New
SC
506
Savant Capital
Illinois
$903K +$144K +1,098 +19%
SWP
507
Stratos Wealth Partners
Ohio
$899K +$126K +961 +16%
BTI
508
Blue Trust Inc
Georgia
$889K -$342K -2,614 -28%
PRS
509
Pinkerton Retirement Specialists
Idaho
$882K +$880K +6,719 New
JCM
510
Jacobi Capital Management
Pennsylvania
$871K +$869K +6,636 New
CRC
511
Curi RMB Capital
Illinois
$855K
SP
512
Sherman Porfolios
Idaho
$841K +$839K +6,407 New
CWM
513
Cornerstone Wealth Management
Missouri
$841K -$50K -382 -6%
VI
514
Vestcor Inc
New Brunswick, Canada
$834K -$133K -1,012 -14%
B
515
Bailard
California
$834K -$394K -3,012 -32%
PP
516
Prudential plc
United Kingdom
$833K
SIA
517
SkyView Investment Advisors
New Jersey
$821K +$819K +6,257 New
VAS
518
Vestmark Advisory Solutions
Massachusetts
$812K -$43.5K -332 -5%
GI
519
GAMMA Investing
California
$808K +$185K +1,413 +30%
Cambridge Investment Research Advisors
520
Cambridge Investment Research Advisors
Iowa
$800K +$89.4K +683 +13%
CM
521
Crestline Management
Texas
$797K +$794K +6,067 New
HA
522
Harbor Advisors
Florida
$788K
IFS
523
Ifrah Financial Services
Arkansas
$780K -$26.2K -200 -3%
BIM
524
Bridges Investment Management
Nebraska
$778K -$448K -3,422 -37%
MGWM
525
Marks Group Wealth Management
Minnesota
$777K