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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
GC
526
Gilbert & Cook
Iowa
$256K +$23K +290 +9%
FTDI
527
First Trust Direct Indexing
Massachusetts
$255K -$24.5K -309 -8%
WIC
528
Whitegate Investment Counselors
New Hampshire
$255K
Carson Wealth (CWM LLC)
529
Carson Wealth (CWM LLC)
Nebraska
$253K +$45.5K +574 +18%
AG
530
AIA Group
Hong Kong
$252K -$217K -2,735 -42%
BRWA
531
B. Riley Wealth Advisors
Florida
$249K +$14.9K +188 +5%
I
532
IMPACTfolio
Colorado
$246K -$8.24K -104 -3%
CP
533
Covenant Partners
Tennessee
$246K
WW
534
Waterfront Wealth
Kansas
$244K
LOAMS
535
Lombard Odier Asset Management (Switzerland)
Switzerland
$242K -$154K -1,948 -35%
CI
536
Conning Inc
Connecticut
$236K -$29.7K -375 -10%
CFG
537
Citizens Financial Group
Rhode Island
$236K -$4.12K -52 -1%
AA
538
Ancora Advisors
Ohio
$235K
HDIM
539
Hanson & Doremus Investment Management
Vermont
$234K +$30K +378 +12%
FMLI
540
Fukoku Mutual Life Insurance
Japan
$227K -$133K -1,683 -33%
ACM
541
AlphaStar Capital Management
North Carolina
$224K +$23.6K +298 +10%
EI
542
Ellevest Inc
New York
$223K +$211K +2,665 +420%
PMG
543
ProVise Management Group
Florida
$220K +$258K +3,254 New
GI
544
GAMCO Investors
Connecticut
$219K
BTI
545
Blue Trust Inc
Georgia
$219K +$55.3K +697 +31%
PCP
546
Proficio Capital Partners
Massachusetts
$217K -$1.51K -19 -0.6%
SOW
547
State of Wyoming
Wyoming
$216K -$8.56K -108 -3%
ER
548
Enlightenment Research
Florida
$216K +$254K +3,200 New
Janney Montgomery Scott
549
Janney Montgomery Scott
Pennsylvania
$209K -$16.5K -208 -6%
FMAEN1
550
Fund Management at Engine No 1
California
$208K -$17.1K -216 -7%