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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
PCG
526
Private Capital Group
Connecticut
$295K +$279 +3 +0.1%
PMA
527
Prudent Man Advisors
Illinois
$294K – – –
AWM
528
Avior Wealth Management
Nebraska
$293K -$167K -1,800 -37%
APA
529
American Portfolios Advisors
New York
$292K -$86.3K -929 -24%
DS
530
DRW Securities
Illinois
$291K +$277K +2,985 New
WWM
531
Windsor Wealth Management
Indiana
$287K +$1.02K +11 +0.4%
GC
532
Gilbert & Cook
Iowa
$285K -$28.5K -307 -9%
CFGS
533
Concourse Financial Group Securities
Alabama
$282K -$49.5K -533 -16%
Mawer Investment Management
534
Mawer Investment Management
Alberta, Canada
$282K +$269K +2,898 New
BP
535
Ballentine Partners
Massachusetts
$281K +$1.3K +14 +0.5%
SCA
536
Snowden Capital Advisors
New York
$271K +$33.5K +361 +15%
CCB
537
Cutter & Co Brokerage
Missouri
$269K – – –
BC
538
Bartlett & Co
Ohio
$268K -$29.6K -319 -10%
EGM
539
Engineers Gate Manager
New York
$268K +$256K +2,757 New
BCWM
540
Bartlett & Co Wealth Management
Ohio
$268K -$29.6K -319 -10%
OWP
541
Obermeyer Wealth Partners
Colorado
$267K +$255K +2,745 New
MWM
542
Mission Wealth Management
California
$266K +$8.73K +94 +4%
SIM
543
Sentry Investment Management
Wisconsin
$265K -$36.9K -397 -13%
AAS
544
Avantax Advisory Services
Texas
$263K +$18.6K +200 +8%
ED
545
Exane Derivatives
France
$260K +$36.7K +395 +17%
DT
546
Diversified Trust
Tennessee
$256K +$244K +2,629 New
PRC
547
Pearl River Capital
Michigan
$250K +$239K +2,567 New
CANY
548
Caxton Associates (New York)
New York
$249K +$237K +2,555 New
1WA
549
180 Wealth Advisors
Washington
$248K -$66.1K -711 -23%
HIA
550
Harbor Investment Advisory
Maryland
$236K – – –