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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
5L
526
55I LLC
Massachusetts
$268K +$315K +3,968 New
PMA
527
Prudent Man Advisors
Illinois
$264K +$310K +3,915 New
Fisher Asset Management
528
Fisher Asset Management
Washington
$263K +$8.88K +112 +3%
GC
529
Gilbert & Cook
Iowa
$256K +$23K +290 +9%
FTDI
530
First Trust Direct Indexing
Massachusetts
$255K -$24.5K -309 -8%
WIC
531
Whitegate Investment Counselors
New Hampshire
$255K – – –
Carson Wealth (CWM LLC)
532
Carson Wealth (CWM LLC)
Nebraska
$253K +$45.5K +574 +18%
AG
533
AIA Group
Hong Kong
$252K -$217K -2,735 -42%
BRWA
534
B. Riley Wealth Advisors
Florida
$249K +$14.9K +188 +5%
I
535
IMPACTfolio
Colorado
$246K -$8.24K -104 -3%
CP
536
Covenant Partners
Tennessee
$246K – – –
WW
537
Waterfront Wealth
Kansas
$244K – – –
LOAMS
538
Lombard Odier Asset Management (Switzerland)
Switzerland
$242K -$154K -1,948 -35%
CI
539
Conning Inc
Connecticut
$236K -$29.7K -375 -10%
CFG
540
Citizens Financial Group
Rhode Island
$236K -$4.12K -52 -1%
AA
541
Ancora Advisors
Ohio
$235K – – –
HDIM
542
Hanson & Doremus Investment Management
Vermont
$234K +$30K +378 +12%
FMLI
543
Fukoku Mutual Life Insurance
Japan
$227K -$133K -1,683 -33%
ACM
544
AlphaStar Capital Management
North Carolina
$224K +$23.6K +298 +10%
EI
545
Ellevest Inc
New York
$223K +$211K +2,665 +420%
PMG
546
ProVise Management Group
Florida
$220K +$258K +3,254 New
GI
547
GAMCO Investors
Connecticut
$219K – – –
BTI
548
Blue Trust Inc
Georgia
$219K +$55.3K +697 +31%
PCP
549
Proficio Capital Partners
Massachusetts
$217K -$1.51K -19 -0.6%
SOW
550
State of Wyoming
Wyoming
$216K -$8.56K -108 -3%