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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
526
Concourse Financial Group Securities
Alabama
$255K +$27.4K +340 +11%
SWM
527
Sendero Wealth Management
Texas
$253K – – –
EWA
528
EP Wealth Advisors
California
$250K -$1.61K -20 -0.6%
GC
529
Gilbert & Cook
Iowa
$248K +$36.5K +453 +16%
SOW
530
State of Wyoming
Wyoming
$244K +$96.4K +1,197 +56%
FMAEN1
531
Fund Management at Engine No 1
California
$243K +$37.8K +469 +17%
Janney Montgomery Scott
532
Janney Montgomery Scott
Pennsylvania
$242K -$303K -3,758 -53%
SW
533
SVB Wealth
Massachusetts
$240K +$31.7K +394 +14%
PCP
534
Proficio Capital Partners
Massachusetts
$239K +$11.4K +142 +5%
GI
535
GAMCO Investors
Connecticut
$238K – – –
AIM
536
Anchor Investment Management
South Carolina
$237K – – –
Carson Wealth (CWM LLC)
537
Carson Wealth (CWM LLC)
Nebraska
$234K +$101K +1,258 +65%
KPWS
538
Kestra Private Wealth Services
Texas
$231K -$23.8K -296 -9%
CCA
539
Checchi Capital Advisers
California
$231K +$29.4K +365 +16%
HDIM
540
Hanson & Doremus Investment Management
Vermont
$228K – – –
BP
541
Ballentine Partners
Massachusetts
$223K -$14.7K -183 -6%
ACM
542
AlphaStar Capital Management
North Carolina
$223K -$80 -1 -0%
TC
543
TownSquare Capital
Utah
$215K +$13.5K +168 +6%
TFA
544
Transamerica Financial Advisors
Florida
$215K +$234K +2,910 New
SGI
545
Summit Global Investments
Utah
$214K -$9.9K -123 -4%
CFA
546
Cahill Financial Advisors
Minnesota
$214K +$402 +5 +0.2%
FFM
547
Forum Financial Management
Illinois
$213K -$18.8K -234 -7%
PGFC
548
Peapack-Gladstone Financial Corp
New Jersey
$212K – – –
BTI
549
Blue Trust Inc
Georgia
$209K +$184K +2,284 New
FC
550
Forte Capital
New York
$207K – – –