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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
526
Empirical Wealth Management
Washington
$407K -$74.2K -724 -16%
B
527
Bailard
California
$405K +$9.84K +96 +3%
CP
528
Covenant Partners
Tennessee
$403K – – –
NA
529
NewEdge Advisors
Louisiana
$400K +$377K +3,683 New
SCM
530
Stevens Capital Management
Pennsylvania
$400K +$378K +3,686 New
CFA
531
Cahill Financial Advisors
Minnesota
$397K – – –
CI
532
Conning Inc
Connecticut
$396K +$15.8K +154 +4%
CCP
533
Corient Capital Partners
California
$391K +$26.5K +259 +8%
CFG
534
Citizens Financial Group
Rhode Island
$388K -$11.4K -111 -3%
EWA
535
EP Wealth Advisors
California
$381K +$14.2K +139 +4%
EI
536
Ellevest Inc
New York
$380K -$2.77K -27 -0.8%
I
537
IMPACTfolio
Colorado
$380K +$359K +3,501 New
AA
538
Ancora Advisors
Ohio
$378K – – –
WW
539
Waterfront Wealth
Kansas
$377K – – –
CGL
540
Clarius Group LLC
Washington
$375K +$19.1K +186 +6%
SWM
541
Sendero Wealth Management
Texas
$373K +$352K +3,433 New
SIM
542
Sentry Investment Management
Wisconsin
$370K +$71.1K +694 +26%
WG
543
Winton Group
United Kingdom
$367K -$270K -2,638 -44%
PFBT
544
Parkside Financial Bank & Trust
Missouri
$367K +$295K +2,879 +571%
AIM
545
Anchor Investment Management
South Carolina
$364K +$3.59K +35 +1%
HWM
546
HB Wealth Management
Georgia
$362K +$342K +3,335 New
GI
547
GAMCO Investors
Connecticut
$351K – – –
PGFC
548
Peapack-Gladstone Financial Corp
New Jersey
$345K – – –
ASN
549
Advisory Services Network
Georgia
$344K +$324K +3,166 New
PRC
550
Pearl River Capital
Michigan
$341K +$58.7K +573 +22%
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