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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
526
Bleakley Financial Group
New Jersey
$438K +$17.2K +191 +4%
PA
527
Profund Advisors
Maryland
$436K -$85K -947 -17%
PCIA
528
Prime Capital Investment Advisors
Kansas
$436K +$42.7K +476 +12%
SW
529
Simplicity Wealth
New Jersey
$435K +$401K +4,471 New
NRD
530
Nebula Research & Development
New York
$432K +$399K +4,440 New
NW
531
NewEdge Wealth
Pennsylvania
$432K +$223K +2,487 +100%
GSB
532
Greenfield Savings Bank
Massachusetts
$422K -$18.3K -204 -4%
Cambridge Investment Research Advisors
533
Cambridge Investment Research Advisors
Iowa
$420K +$30.9K +344 +9%
S
534
SignatureFD
Georgia
$415K -$4.49K -50 -1%
CM
535
Capula Management
Cayman Islands
$415K +$383K +4,266 New
SF
536
Safeguard Financial
Wisconsin
$413K – – –
RJT
537
Raymond James Trust
Florida
$410K -$44.6K -497 -11%
Federated Hermes
538
Federated Hermes
Pennsylvania
$410K -$14.9K -166 -4%
EW
539
Evoke Wealth
California
$409K +$378K +4,207 New
SWM
540
Shelton Wealth Management
Texas
$406K +$375K +4,176 New
HI
541
Horizon Investments
North Carolina
$401K -$31.7K -353 -8%
BMC
542
Beaton Management Company
Massachusetts
$399K – – –
PMA
543
Prudent Man Advisors
Illinois
$392K -$30.5K -340 -8%
TA
544
Tectonic Advisors
Texas
$392K +$57.3K +638 +19%
BTI
545
Blue Trust Inc
Georgia
$390K +$4.67K +52 +1%
ATC
546
Argent Trust Co
Tennessee
$388K +$359K +3,995 New
WWS
547
Wellington Wealth Strategies
Indiana
$386K -$328K -3,657 -48%
TPI
548
Trust Point Inc
Wisconsin
$382K +$353K +3,931 New
KPWS
549
Kestra Private Wealth Services
Texas
$377K +$59.2K +659 +20%
CWA
550
CM Wealth Advisors
Ohio
$374K +$389K +4,327 New