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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
526
Jacobi Capital Management
Pennsylvania
$924K +$58.8K +433 +7%
VW
527
Vance Wealth
California
$923K -$202K -1,490 -17%
USAA
528
United Services Automobile Association
Texas
$916K +$962K +7,079 New
BS
529
Banco Santander
Spain
$909K -$65.2K -480 -6%
B
530
Bailard
California
$904K +$76.4K +562 +9%
SRC
531
Shufro Rose & Co
New York
$884K -$67.9K -500 -7%
SIA
532
SkyView Investment Advisors
New Jersey
$878K +$61.6K +453 +7%
QC
533
Quantessence Capital
New York
$863K +$897K +6,600 New
VI
534
Vestcor Inc
New Brunswick, Canada
$833K +$1.63K +12 +0.2%
PP
535
Prudential plc
United Kingdom
$830K – – –
SOW
536
State of Wyoming
Wyoming
$818K +$165K +1,211 +24%
CPBTD
537
Central Pacific Bank - Trust Division
Hawaii
$818K +$768K +5,655 +943%
HCA
538
Harbor Capital Advisors
Illinois
$813K +$845K +6,215 New
CWM
539
Cornerstone Wealth Management
Missouri
$811K -$27.7K -204 -3%
RCAG
540
Rehmann Capital Advisory Group
Michigan
$807K +$35.1K +258 +4%
ATPW
541
Ashton Thomas Private Wealth
Arizona
$804K +$83.7K +616 +11%
LJAC
542
L.J. Altfest & Co
New York
$801K +$832K +6,125 New
SC
543
Savant Capital
Illinois
$787K -$117K -859 -12%
HA
544
Harbor Advisors
Florida
$785K – – –
TAM
545
Tocqueville Asset Management
New York
$783K +$58.7K +432 +8%
CF
546
Copperwynd Financial
Arizona
$782K +$84.7K +623 +12%
MAS
547
Meeder Advisory Services
Ohio
$781K +$88.2K +649 +12%
MGWM
548
Marks Group Wealth Management
Minnesota
$779K +$4.89K +36 +0.6%
BIM
549
Bridges Investment Management
Nebraska
$775K – – –
SC
550
Syon Capital
California
$755K +$80.9K +595 +11%
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