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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
WIC
526
Whitegate Investment Counselors
New Hampshire
$275K – – –
FCH
527
Freestone Capital Holdings
Washington
$270K -$13.4K -164 -4%
Bessemer Group
528
Bessemer Group
New Jersey
$270K -$8.58K -105 -3%
SFI
529
Siemens Fonds Invest
Germany
$265K -$2.94K -36 -1%
TB
530
Treynor Bancshares
Iowa
$262K – – –
MAS
531
Meeder Advisory Services
Ohio
$262K +$52K +636 +22%
CCM
532
Coldstream Capital Management
Washington
$258K -$15K -183 -5%
AA
533
Ancora Advisors
Ohio
$254K – – –
WW
534
Waterfront Wealth
Kansas
$253K – – –
HDIM
535
Hanson & Doremus Investment Management
Vermont
$253K -$24.5K -300 -8%
FNBOSM
536
First National Bank of South Miami
Florida
$252K +$37.1K +454 +15%
ACM
537
AlphaStar Capital Management
North Carolina
$249K +$12.1K +148 +5%
CWA
538
Centennial Wealth Advisory
Michigan
$247K +$26.4K +323 +11%
Lido Advisors
539
Lido Advisors
California
$247K +$24.7K +302 +10%
FMLI
540
Fukoku Mutual Life Insurance
Japan
$245K – – –
SGI
541
Summit Global Investments
Utah
$244K +$38.2K +468 +16%
DZ Bank
542
DZ Bank
Germany
$240K +$269K +3,292 New
PCP
543
Proficio Capital Partners
Massachusetts
$240K +$5.72K +70 +2%
BRWA
544
B. Riley Wealth Advisors
Florida
$236K +$29.7K +363 +13%
RMC
545
Resources Management Corp
Connecticut
$236K +$250K +3,060 +956%
GI
546
GAMCO Investors
Connecticut
$236K – – –
TFA
547
Transamerica Financial Advisors
Florida
$232K +$33.1K +405 +15%
MS
548
Maven Securities
Jersey
$225K -$82K -1,004 -25%
SC
549
Savant Capital
Illinois
$220K +$247K +3,019 New
NFC
550
Northeast Financial Consultants
Connecticut
$218K – – –