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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
SGI
526
Summit Global Investments
Utah
$222K +$213K +2,883 New
BRWA
527
B. Riley Wealth Advisors
Florida
$222K -$58.4K -791 -22%
AIM
528
Anchor Investment Management
South Carolina
$221K – – –
PGFC
529
Peapack-Gladstone Financial Corp
New Jersey
$221K +$212K +2,875 New
IIC
530
Integrated Investment Consultants
Michigan
$220K +$212K +2,864 New
MWM
531
Mission Wealth Management
California
$218K +$210K +2,837 New
CFGS
532
Concourse Financial Group Securities
Alabama
$218K -$8.49K -115 -4%
FFM
533
Forum Financial Management
Illinois
$218K +$209K +2,830 New
HWA
534
Heritage Wealth Advisors
Virginia
$218K +$49.6K +672 +31%
PFBT
535
Parkside Financial Bank & Trust
Missouri
$215K +$1.4K +19 +0.7%
TFA
536
Transamerica Financial Advisors
Florida
$214K -$7.68K -104 -4%
MA
537
MONECO Advisors
Connecticut
$213K +$204K +2,768 New
BL
538
Balentine LLC
Georgia
$210K +$201K +2,725 New
XT
539
XTX Topco
Cayman Islands
$208K -$439K -5,942 -69%
PI
540
PEAK6 Investments
Illinois
$208K -$429K -5,810 -68%
CI
541
Conning Inc
Connecticut
$206K -$60.9K -825 -24%
CA
542
Clearstead Advisors
Ohio
$205K -$5.69K -77 -3%
PMG
543
ProVise Management Group
Florida
$204K -$44.3K -600 -18%
GIA
544
GHP Investment Advisors
Colorado
$202K – – –
BC
545
Bartlett & Co
Ohio
$189K -$22.2K -300 -11%
BCWM
546
Bartlett & Co Wealth Management
Ohio
$189K -$22.2K -300 -11%
HIA
547
Harbor Investment Advisory
Maryland
$187K – – –
PPC
548
Park Place Capital
Alabama
$182K +$174K +2,359 New
UB
549
UMB Bank
Missouri
$180K +$91.2K +1,235 +112%
EWM
550
Evermay Wealth Management
Virginia
$155K +$149K +2,017 New
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