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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
551
MONECO Advisors
Connecticut
$226K +$2.25K +30 +1%
FMLI
552
Fukoku Mutual Life Insurance
Japan
$226K -$42.5K -567 -17%
I
553
IMPACTfolio
Colorado
$226K +$209K +2,795 New
VI
554
Versor Investments
New York
$224K -$571K -7,621 -73%
P
555
Pitcairn
Pennsylvania
$223K +$207K +2,760 New
GIA
556
GHP Investment Advisors
Colorado
$222K – – –
BRWA
557
B. Riley Wealth Advisors
Florida
$221K -$37.4K -500 -15%
CFGS
558
Concourse Financial Group Securities
Alabama
$220K +$20K +267 +11%
SC
559
Savant Capital
Illinois
$218K -$23.8K -318 -11%
CCA
560
Checchi Capital Advisers
California
$215K +$200K +2,666 New
BAM
561
Blueshift Asset Management
New Jersey
$215K +$199K +2,663 New
PMG
562
ProVise Management Group
Florida
$214K +$199K +2,654 New
VSQM
563
V-Square Quantitative Management
Illinois
$213K +$198K +2,644 New
ASN
564
Advisory Services Network
Georgia
$212K +$76.7K +1,024 +64%
SIA
565
Schechter Investment Advisors
Michigan
$211K +$196K +2,619 New
FCP
566
Fidelis Capital Partners
Florida
$210K +$195K +2,607 New
PCP
567
Proficio Capital Partners
Massachusetts
$210K -$51.8K -692 -21%
CFG
568
Citizens Financial Group
Rhode Island
$210K -$10K -134 -5%
DFCM
569
Dark Forest Capital Management
Puerto Rico
$208K +$193K +2,579 New
PAM
570
Panagora Asset Management
Massachusetts
$207K -$808K -10,795 -81%
XT
571
XTX Topco
Cayman Islands
$206K +$191K +2,548 New
BJL
572
Brighton Jones LLC
Washington
$205K +$190K +2,538 New
MAM
573
Madison Asset Management
Wisconsin
$203K +$188K +2,513 New
SI
574
Stephens Inc
Arkansas
$203K +$188K +2,509 New
BC
575
Bartlett & Co
Ohio
$198K – – –
21 22
23
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