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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
SI
551
Stephens Inc
Arkansas
$234K -$147K -1,587 -40%
VWA
552
V Wealth Advisors
Kansas
$230K +$220K +2,364 New
1832 Asset Management
553
1832 Asset Management
Ontario, Canada
$228K -$125M -1,345,106 -100%
SOW
554
State of Wyoming
Wyoming
$228K +$35.3K +380 +19%
P
555
Pitcairn
Pennsylvania
$227K -$2.23K -24 -1%
PCP
556
Proficio Capital Partners
Massachusetts
$226K -$23.1K -249 -10%
CCA
557
Checchi Capital Advisers
California
$226K +$215K +2,317 New
OWA
558
One Wealth Advisors
California
$221K -$141K -1,517 -40%
RB
559
Renasant Bank
Mississippi
$221K -$14.3K -154 -6%
RC
560
RegentAtlantic Capital
New Jersey
$221K +$211K +2,266 New
ST
561
Smithfield Trust
Pennsylvania
$220K +$85.1K +916 +69%
MAM
562
Meeder Asset Management
Ohio
$219K +$6.78K +73 +3%
MWM
563
Minot Wealth Management
Massachusetts
$217K +$207K +2,229 New
WFI
564
West Family Investments
California
$215K +$206K +2,212 New
WP
565
WMS Partners
Maryland
$212K +$203K +2,180 New
RT
566
Rockland Trust
Massachusetts
$211K +$201K +2,164 New
MG
567
Mather Group
Illinois
$211K +$201K +2,167 New
HWA
568
Heritage Wealth Advisors
Virginia
$210K – – –
MC
569
Moors & Cabot
Massachusetts
$208K +$198K +2,134 New
TFF
570
The Family Firm
Maryland
$207K +$188K +2,025 New
SS
571
Simplicity Solutions
Minnesota
$207K +$197K +2,123 New
DCM
572
Dupont Capital Management
Delaware
$205K -$189K -2,030 -49%
RWRC
573
R.W. Roge & Company
New York
$204K +$186K +2,000 New
BWP
574
BSW Wealth Partners
Colorado
$204K +$195K +2,100 New
SEEDPG
575
S.E.E.D. Planning Group
New York
$204K +$195K +2,100 New