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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
526
Huntington National Bank
Ohio
$422K +$29.7K +290 +8%
SMA
527
Sage Mountain Advisors
Georgia
$421K +$3.28K +32 +0.8%
TMAM
528
Tokio Marine Asset Management
Japan
$419K +$58.2K +568 +17%
FAM
529
Fulcrum Asset Management
United Kingdom
$417K – – –
CRCM
530
Corbett Road Capital Management
Virginia
$416K -$40.6K -396 -9%
TI
531
Tidal Investments
Wisconsin
$410K +$30.4K +297 +9%
EWM
532
Empirical Wealth Management
Washington
$407K -$74.2K -724 -16%
B
533
Bailard
California
$405K +$9.84K +96 +3%
CP
534
Covenant Partners
Tennessee
$403K – – –
NA
535
NewEdge Advisors
Louisiana
$400K +$377K +3,683 New
SCM
536
Stevens Capital Management
Pennsylvania
$400K +$378K +3,686 New
CFA
537
Cahill Financial Advisors
Minnesota
$397K – – –
CI
538
Conning Inc
Connecticut
$396K +$15.8K +154 +4%
CCP
539
Corient Capital Partners
California
$391K +$26.5K +259 +8%
CFG
540
Citizens Financial Group
Rhode Island
$388K -$11.4K -111 -3%
EWA
541
EP Wealth Advisors
California
$381K +$14.2K +139 +4%
EI
542
Ellevest Inc
New York
$380K -$2.77K -27 -0.8%
I
543
IMPACTfolio
Colorado
$380K +$359K +3,501 New
AA
544
Ancora Advisors
Ohio
$378K – – –
WW
545
Waterfront Wealth
Kansas
$377K – – –
CGL
546
Clarius Group LLC
Washington
$375K +$19.1K +186 +6%
SWM
547
Sendero Wealth Management
Texas
$373K +$352K +3,433 New
SIM
548
Sentry Investment Management
Wisconsin
$370K +$71.1K +694 +26%
WG
549
Winton Group
United Kingdom
$367K -$270K -2,638 -44%
PFBT
550
Parkside Financial Bank & Trust
Missouri
$367K +$295K +2,879 +571%
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