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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
526
Patriot Financial Group Insurance Agency
Massachusetts
$47K – – –
LC
527
Lindbrook Capital
California
$47K +$509 +9 +1%
BC
528
Barnett & Company
Tennessee
$45K – – –
RE
529
RBC Europe
United Kingdom
$42.3K – – –
PCM
530
Penserra Capital Management
California
$42K -$81K -1,433 -68%
BDWM
531
Brewin Dolphin Wealth Management
Ireland
$38.9K -$6.55K -116 -16%
MHR
532
Matthew Hamilton Rosenberg
$36K – – –
RWA
533
Ropes Wealth Advisors
Massachusetts
$35K +$1.02K +18 +3%
GWM
534
Geneos Wealth Management
Colorado
$33K -$27.8K -492 -46%
PMFA
535
Plante Moran Financial Advisors
Michigan
$33K +$1.47K +26 +5%
CI
536
CX Institutional
Indiana
$32K -$6.44K -114 -18%
CCA
537
Column Capital Advisors
Indiana
$32K – – –
FMII
538
Farmers & Merchants Investments Inc
Nebraska
$32K – – –
CCA
539
Childress Capital Advisors
Texas
$30K +$27K +478 New
BWL
540
Bogart Wealth LLC
Virginia
$29K – – –
FRA
541
Front Row Advisors
California
$28K – – –
PFBT
542
Parkside Financial Bank & Trust
Missouri
$28K +$565 +10 +2%
BCA
543
Berman Capital Advisors
Georgia
$28K +$1.24K +22 +5%
ZB
544
Zions Bancorporation
Utah
$26K -$904 -16 -4%
CCM
545
Covington Capital Management
California
$26K – – –
CIA
546
CSat Investment Advisory
Michigan
$25K -$68.8K -1,217 -75%
MC
547
Maverick Capital
Texas
$24K +$21.9K +387 New
FCA
548
FinTrust Capital Advisors
South Carolina
$23K – – –
SFM
549
Systematic Financial Management
New Jersey
$23K – – –
JGIA
550
Jackson Grant Investment Advisers
Connecticut
$23K +$20.4K +361 New
20 21
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