We are live on ! Find out more
CBRE icon

CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
NIM
551
NEOS Investment Management
Connecticut
$221K +$249K +2,997 New
CP
552
Covenant Partners
Tennessee
$220K – – –
PFBT
553
Parkside Financial Bank & Trust
Missouri
$220K +$9.62K +116 +4%
PGFC
554
Peapack-Gladstone Financial Corp
New Jersey
$220K – – –
EG
555
Ellerson Group
Maryland
$215K +$242K +2,915 New
Credit Agricole
556
Credit Agricole
France
$215K +$242K +2,914 New
JIC
557
Johnson Investment Counsel
Ohio
$215K -$3.15K -38 -1%
CFA
558
Cahill Financial Advisors
Minnesota
$215K -$829 -10 -0.3%
FFM
559
Forum Financial Management
Illinois
$212K – – –
MAS
560
Meeder Advisory Services
Ohio
$212K -$49.5K -597 -17%
HWA
561
Heritage Wealth Advisors
Virginia
$212K – – –
I
562
IMPACTfolio
Colorado
$211K +$5.31K +64 +2%
MA
563
MONECO Advisors
Connecticut
$210K +$3.07K +37 +1%
GA
564
Geller Advisors
New York
$210K +$235K +2,838 New
SIA
565
Schechter Investment Advisors
Michigan
$206K +$13.9K +168 +6%
HI
566
Humankind Investments
New York
$203K -$19K -229 -8%
CFGS
567
Concourse Financial Group Securities
Alabama
$199K -$3.57K -43 -2%
GIA
568
GHP Investment Advisors
Colorado
$188K – – –
BCWM
569
Bartlett & Co Wealth Management
Ohio
$181K – – –
BC
570
Bartlett & Co
Ohio
$181K – – –
PPC
571
Park Place Capital
Alabama
$175K -$1.08K -13 -0.5%
UB
572
UMB Bank
Missouri
$173K – – –
EWM
573
Evermay Wealth Management
Virginia
$149K – – –
WPWM
574
Western Pacific Wealth Management
Illinois
$139K +$16.6K +200 +12%
SIM
575
Sentry Investment Management
Wisconsin
$133K -$26.5K -320 -15%