We are live on ! Find out more
CBRE icon

CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
551
Anchor Investment Management
South Carolina
$364K +$3.59K +35 +1%
HWM
552
HB Wealth Management
Georgia
$362K +$342K +3,335 New
GI
553
GAMCO Investors
Connecticut
$351K – – –
PGFC
554
Peapack-Gladstone Financial Corp
New Jersey
$345K – – –
ASN
555
Advisory Services Network
Georgia
$344K +$324K +3,166 New
PRC
556
Pearl River Capital
Michigan
$341K +$58.7K +573 +22%
HDIM
557
Hanson & Doremus Investment Management
Vermont
$336K – – –
CFGS
558
Concourse Financial Group Securities
Alabama
$336K +$20K +195 +7%
MYLI
559
Meiji Yasuda Life Insurance
Japan
$332K +$313K +3,056 New
PCG
560
Private Capital Group
Connecticut
$330K +$1.02K +10 +0.3%
BIP
561
Blueprint Investment Partners
North Carolina
$329K +$310K +3,028 New
GCP
562
GSA Capital Partners
United Kingdom
$328K +$310K +3,025 New
LS
563
Livforsakringsbolaget Skandia
Sweden
$327K -$215K -2,100 -41%
AAS
564
Avantax Advisory Services
Texas
$326K +$31.5K +307 +11%
SW
565
SVB Wealth
Massachusetts
$323K -$28K -273 -8%
GC
566
Gilbert & Cook
Iowa
$322K +$3.38K +33 +1%
MCC
567
Money Concepts Capital
Florida
$322K +$304K +2,965 New
PSUF
568
People's United Financial
Connecticut
$319K -$81.4K -794 -21%
MGP
569
Metis Global Partners
California
$318K +$300K +2,931 New
WWM
570
Windsor Wealth Management
Indiana
$317K +$1.74K +17 +0.6%
BWP
571
BSW Wealth Partners
Colorado
$315K +$82K +800 +38%
BP
572
Ballentine Partners
Massachusetts
$311K -$2.25K -22 -0.8%
P
573
Pitcairn
Pennsylvania
$309K +$53.5K +522 +22%
Fisher Asset Management
574
Fisher Asset Management
Washington
$307K +$290K +2,826 New
FFM
575
Forum Financial Management
Illinois
$307K +$290K +2,829 New