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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
CP
551
Covenant Partners
Tennessee
$220K
PFBT
552
Parkside Financial Bank & Trust
Missouri
$220K +$9.62K +116 +4%
PGFC
553
Peapack-Gladstone Financial Corp
New Jersey
$220K
EG
554
Ellerson Group
Maryland
$215K +$242K +2,915 New
Credit Agricole
555
Credit Agricole
France
$215K +$242K +2,914 New
JIC
556
Johnson Investment Counsel
Ohio
$215K -$3.15K -38 -1%
CFA
557
Cahill Financial Advisors
Minnesota
$215K -$829 -10 -0.3%
FFM
558
Forum Financial Management
Illinois
$212K
MAS
559
Meeder Advisory Services
Ohio
$212K -$49.5K -597 -17%
HWA
560
Heritage Wealth Advisors
Virginia
$212K
I
561
IMPACTfolio
Colorado
$211K +$5.31K +64 +2%
MA
562
MONECO Advisors
Connecticut
$210K +$3.07K +37 +1%
GA
563
Geller Advisors
New York
$210K +$235K +2,838 New
SIA
564
Schechter Investment Advisors
Michigan
$206K +$13.9K +168 +6%
HI
565
Humankind Investments
New York
$203K -$19K -229 -8%
CFGS
566
Concourse Financial Group Securities
Alabama
$199K -$3.57K -43 -2%
GIA
567
GHP Investment Advisors
Colorado
$188K
BCWM
568
Bartlett & Co Wealth Management
Ohio
$181K
BC
569
Bartlett & Co
Ohio
$181K
PPC
570
Park Place Capital
Alabama
$175K -$1.08K -13 -0.5%
UB
571
UMB Bank
Missouri
$173K
EWM
572
Evermay Wealth Management
Virginia
$149K
WPWM
573
Western Pacific Wealth Management
Illinois
$139K +$16.6K +200 +12%
SIM
574
Sentry Investment Management
Wisconsin
$133K -$26.5K -320 -15%
BAAM
575
Baker Avenue Asset Management
California
$129K -$249 -3 -0.2%