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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
526
Lido Advisors
California
$281K +$6.59K +88 +3%
MAS
527
Meeder Advisory Services
Ohio
$280K -$9.51K -127 -4%
WIC
528
Whitegate Investment Counselors
New Hampshire
$279K -$24.3K -325 -9%
TPCW
529
TD Private Client Wealth
New York
$272K -$37.7K -503 -13%
OTL
530
Oak Thistle LLC
New York
$269K -$505K -6,741 -67%
WPC
531
Wedmont Private Capital
Pennsylvania
$267K +$5.09K +68 +2%
CAS
532
CTC Alternative Strategies
Illinois
$265K +$246K +3,285 New
GI
533
GAMCO Investors
Connecticut
$261K
TFA
534
Transamerica Financial Advisors
Florida
$256K -$1.2K -16 -0.5%
DA
535
Duality Advisers
Florida
$255K -$4.33M -57,869 -95%
QP
536
Quilter Plc
United Kingdom
$248K -$7.49K -100 -29%
CM
537
Capula Management
Cayman Islands
$247K +$229K +3,060 New
CCM
538
Coldstream Capital Management
Washington
$244K -$38.7K -517 -15%
CA
539
Clearstead Advisors
Ohio
$244K +$26.2K +350 +13%
IIC
540
Integrated Investment Consultants
Michigan
$242K +$8.31K +111 +4%
NFC
541
Northeast Financial Consultants
Connecticut
$242K
PGFC
542
Peapack-Gladstone Financial Corp
New Jersey
$241K +$8.31K +111 +4%
CP
543
Covenant Partners
Tennessee
$241K
HI
544
Humankind Investments
New York
$241K +$223K +2,983 New
MYAM
545
Meiji Yasuda Asset Management
Japan
$238K
JIC
546
Johnson Investment Counsel
Ohio
$238K +$1.87K +25 +0.9%
CFA
547
Cahill Financial Advisors
Minnesota
$236K +$374 +5 +0.2%
FFM
548
Forum Financial Management
Illinois
$232K +$3K +40 +1%
HWA
549
Heritage Wealth Advisors
Virginia
$232K -$2.25K -30 -1%
PFBT
550
Parkside Financial Bank & Trust
Missouri
$231K +$1.5K +20 +0.7%