We are live on ! Find out more
CBRE icon

CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
501
Lido Advisors
California
$1.14M +$89K +655 +8%
IMCOOI
502
Investment Management Corp of Ontario (IMCO)
Canada
$1.13M -$3.09M -22,723 -72%
BP
503
Ballentine Partners
Massachusetts
$1.12M +$96.1K +707 +9%
QCG
504
Quadrant Capital Group
Ohio
$1.11M +$409K +3,007 +55%
UFF
505
USA Financial Formulas
Michigan
$1.1M +$1.14M +8,415 New
HFS
506
Hantz Financial Services
Michigan
$1.1M +$13.2K +97 +1%
BTI
507
Blue Trust Inc
Georgia
$1.09M +$208K +1,531 +23%
GC
508
Guggenheim Capital
Illinois
$1.08M -$337K -2,478 -23%
CA
509
Clearstead Advisors
Ohio
$1.06M -$69K -508 -6%
VCA
510
Verdence Capital Advisors
Maryland
$1.06M +$13.9K +102 +1%
N
511
Natixis
France
$1.06M -$11.5M -84,669 -91%
SI
512
Seeds Investor
New York
$1.06M +$5.03K +37 +0.5%
SW
513
SVB Wealth
Massachusetts
$1.05M +$114K +840 +12%
VSQM
514
V-Square Quantitative Management
Illinois
$1.04M +$39.8K +293 +4%
AUB
515
Atlantic Union Bankshares
Virginia
$1.03M -$67.4K -496 -6%
BOTPPF
516
Board of the Pension Protection Fund
United Kingdom
$981K +$1.02M +7,500 New
SWM
517
Shelton Wealth Management
Texas
$972K -$31K -228 -3%
CPC
518
Cookson Peirce & Co
Pennsylvania
$972K +$326K +2,401 +48%
Cambridge Investment Research Advisors
519
Cambridge Investment Research Advisors
Iowa
$968K +$178K +1,310 +21%
ECM
520
Everence Capital Management
Indiana
$964K
CIBC Private Wealth Group
521
CIBC Private Wealth Group
Georgia
$956K +$34.4K +253 +3%
HNB
522
Huntington National Bank
Ohio
$956K +$20.1K +148 +2%
EI
523
Ellevest Inc
New York
$947K -$5.57K -41 -0.6%
BCM
524
Bayesian Capital Management
New York
$942K +$548K +4,030 +127%
CL
525
Choreo LLC
Illinois
$933K -$295K -2,168 -23%