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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
FB
526
Fulton Bank
Pennsylvania
$424K -$55.7K -572 -11%
CCP
527
Corient Capital Partners
California
$424K +$99.6K +1,022 +28%
MAM
528
Madison Asset Management
Wisconsin
$422K – – –
S
529
SignatureFD
Georgia
$416K +$8.28K +85 +2%
SFI
530
Siemens Fonds Invest
Germany
$413K – – –
AWA
531
Aaron Wealth Advisors
Illinois
$408K +$3.64M +37,340 New
CAM
532
Cresset Asset Management
Illinois
$407K -$182K -1,870 -30%
VCM
533
Vivaldi Capital Management
Illinois
$405K +$292 +3 +0.1%
AIP
534
Ameritas Investment Partners
Nebraska
$401K – – –
FC
535
Financial Consulate
Maryland
$401K +$14.5K +149 +4%
HBT
536
Heartland Bank & Trust
Illinois
$398K -$57.9K -594 -12%
QCG
537
Quadrant Capital Group
Ohio
$397K -$23.1K -237 -5%
MYAM
538
Meiji Yasuda Asset Management
Japan
$396K -$24.8K -255 -6%
HWM
539
HB Wealth Management
Georgia
$396K +$96.6K +991 +30%
BL
540
Balentine LLC
Georgia
$396K +$152K +1,565 +57%
PWS
541
Precision Wealth Strategies
Missouri
$386K +$411K +4,214 New
BMC
542
Beaton Management Company
Massachusetts
$384K – – –
TMAM
543
Tokio Marine Asset Management
Japan
$384K +$33K +339 +9%
BC
544
Bridgefront Capital
Texas
$379K +$403K +4,140 New
SSWM
545
Smith Salley Wealth Management
North Carolina
$376K – – –
CGL
546
Clarius Group LLC
Washington
$375K – – –
NFC
547
Northeast Financial Consultants
Connecticut
$374K – – –
TB
548
Treynor Bancshares
Iowa
$372K -$179K -1,833 -31%
AIL
549
AGF Investments LLC
Ontario, Canada
$372K +$4.58K +47 +1%
WIC
550
Whitegate Investment Counselors
New Hampshire
$366K – – –
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