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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
551
ALPS Advisors
Colorado
$364K +$388K +3,980 New
CI
552
Conning Inc
Connecticut
$356K +$22.9K +235 +6%
HNB
553
Huntington National Bank
Ohio
$351K -$5.07K -52 -1%
TSS
554
Two Sigma Securities
New York
$351K +$170K +1,749 +84%
I
555
IMPACTfolio
Colorado
$342K +$22.7K +233 +7%
IIC
556
Integrated Investment Consultants
Michigan
$337K -$33.3K -342 -8%
CP
557
Covenant Partners
Tennessee
$333K -$7.31K -75 -2%
CFG
558
Citizens Financial Group
Rhode Island
$326K -$2.92K -30 -0.8%
AA
559
Ancora Advisors
Ohio
$319K – – –
EWM
560
Empirical Wealth Management
Washington
$318K -$26.9K -276 -7%
KPWS
561
Kestra Private Wealth Services
Texas
$314K -$219K -2,244 -40%
SWM
562
Sendero Wealth Management
Texas
$314K – – –
EWA
563
EP Wealth Advisors
California
$313K -$8.96K -92 -3%
AIM
564
Aigen Investment Management
New York
$308K +$328K +3,370 New
BRWA
565
B. Riley Wealth Advisors
Florida
$305K -$359K -3,686 -53%
FC
566
Forte Capital
New York
$304K – – –
WW
567
Waterfront Wealth
Kansas
$303K – – –
MBTD
568
Mechanics Bank - Trust Department
California
$299K +$318K +3,267 New
GI
569
GAMCO Investors
Connecticut
$296K – – –
AIM
570
Anchor Investment Management
South Carolina
$295K -$12.2K -125 -4%
BP
571
Ballentine Partners
Massachusetts
$294K +$34.7K +356 +12%
BFM
572
Boothbay Fund Management
New York
$294K +$313K +3,209 New
CFGS
573
Concourse Financial Group Securities
Alabama
$286K +$3.02K +31 +1%
FFM
574
Forum Financial Management
Illinois
$286K +$29.1K +299 +11%
MCC
575
Money Concepts Capital
Florida
$285K +$14.2K +146 +5%
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