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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
551
Kolinsky Wealth Management
New Jersey
$218K -$817 -10 -0.3%
CP
552
Covenant Partners
Tennessee
$217K -$53.4K -653 -18%
MYAM
553
Meiji Yasuda Asset Management
Japan
$215K -$24.5K -300 -9%
JIC
554
Johnson Investment Counsel
Ohio
$213K -$182K -2,222 -43%
CFA
555
Cahill Financial Advisors
Minnesota
$212K – – –
HWA
556
Heritage Wealth Advisors
Virginia
$211K +$5.96K +73 +3%
IIC
557
Integrated Investment Consultants
Michigan
$210K +$2.12K +26 +0.9%
WPC
558
Wedmont Private Capital
Pennsylvania
$210K -$17.2K -211 -7%
PGFC
559
Peapack-Gladstone Financial Corp
New Jersey
$209K – – –
PFBT
560
Parkside Financial Bank & Trust
Missouri
$207K +$3.92K +48 +2%
FFM
561
Forum Financial Management
Illinois
$206K +$82 +1 +0%
RGI
562
River Global Investors
United Kingdom
$204K -$11.4K -140 -5%
AIM
563
Anchor Investment Management
South Carolina
$203K -$6.95K -85 -3%
EG
564
Ellerson Group
Maryland
$202K -$381K -4,660 -63%
MA
565
MONECO Advisors
Connecticut
$202K +$490 +6 +0.2%
SEC
566
Seven Eight Capital
New York
$200K +$225K +2,749 New
CFG
567
Citizens Financial Group
Rhode Island
$199K -$86K -1,052 -28%
Capstone Investment Advisors
568
Capstone Investment Advisors
New York
$197K +$221K +2,711 New
CA
569
Clearstead Advisors
Ohio
$194K – – –
GIA
570
GHP Investment Advisors
Colorado
$191K – – –
PPC
571
Park Place Capital
Alabama
$180K +$8.74K +107 +5%
CFGS
572
Concourse Financial Group Securities
Alabama
$179K -$30.4K -372 -13%
BCWM
573
Bartlett & Co Wealth Management
Ohio
$178K – – –
BC
574
Bartlett & Co
Ohio
$178K – – –
HIA
575
Harbor Investment Advisory
Maryland
$176K -$1.14K -14 -0.6%