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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
551
Hanson & Doremus Investment Management
Vermont
$336K
CFGS
552
Concourse Financial Group Securities
Alabama
$336K +$20K +195 +7%
MYLI
553
Meiji Yasuda Life Insurance
Japan
$332K +$313K +3,056 New
PCG
554
Private Capital Group
Connecticut
$330K +$1.02K +10 +0.3%
BIP
555
Blueprint Investment Partners
North Carolina
$329K +$310K +3,028 New
GCP
556
GSA Capital Partners
United Kingdom
$328K +$310K +3,025 New
LS
557
Livforsakringsbolaget Skandia
Sweden
$327K -$215K -2,100 -41%
AAS
558
Avantax Advisory Services
Texas
$326K +$31.5K +307 +11%
SW
559
SVB Wealth
Massachusetts
$323K -$28K -273 -8%
GC
560
Gilbert & Cook
Iowa
$322K +$3.38K +33 +1%
MCC
561
Money Concepts Capital
Florida
$322K +$304K +2,965 New
PSUF
562
People's United Financial
Connecticut
$319K -$81.4K -794 -21%
MGP
563
Metis Global Partners
California
$318K +$300K +2,931 New
WWM
564
Windsor Wealth Management
Indiana
$317K +$1.74K +17 +0.6%
BWP
565
BSW Wealth Partners
Colorado
$315K +$82K +800 +38%
BP
566
Ballentine Partners
Massachusetts
$311K -$2.25K -22 -0.8%
P
567
Pitcairn
Pennsylvania
$309K +$53.5K +522 +22%
Fisher Asset Management
568
Fisher Asset Management
Washington
$307K +$290K +2,826 New
FFM
569
Forum Financial Management
Illinois
$307K +$290K +2,829 New
FC
570
Forte Capital
New York
$304K -$23.9K -233 -8%
APA
571
American Portfolios Advisors
New York
$301K -$24.3K -237 -8%
BL
572
Balentine LLC
Georgia
$300K +$283K +2,761 New
BC
573
Bartlett & Co
Ohio
$299K
EAM
574
Empirical Asset Management
Massachusetts
$299K +$283K +2,760 New
BCWM
575
Bartlett & Co Wealth Management
Ohio
$299K