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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
551
Duality Advisers
Florida
$286K -$1.46M -18,826 -86%
BC
552
Bridgefront Capital
Texas
$285K +$238K +3,064 New
P
553
Pitcairn
Pennsylvania
$281K -$3.19K -41 -1%
CA
554
Clearstead Advisors
Ohio
$281K -$235K -3,017 -50%
NP
555
NorthRock Partners
Minnesota
$279K +$233K +3,002 New
NFC
556
Northeast Financial Consultants
Connecticut
$279K – – –
PGFC
557
Peapack-Gladstone Financial Corp
New Jersey
$278K – – –
CP
558
Covenant Partners
Tennessee
$278K – – –
I
559
IMPACTfolio
Colorado
$276K +$8.24K +106 +4%
PFBT
560
Parkside Financial Bank & Trust
Missouri
$274K -$3.19K -41 -1%
EG
561
Ellerson Group
Maryland
$271K – – –
CFA
562
Cahill Financial Advisors
Minnesota
$271K +$389 +5 +0.2%
EWA
563
EP Wealth Advisors
California
$270K -$118K -1,512 -34%
HI
564
Humankind Investments
New York
$270K +$11.4K +146 +5%
FFM
565
Forum Financial Management
Illinois
$267K – – –
HWA
566
Heritage Wealth Advisors
Virginia
$267K – – –
WPC
567
Wedmont Private Capital
Pennsylvania
$266K -$6.76K -87 -3%
MA
568
MONECO Advisors
Connecticut
$264K – – –
KWM
569
Kolinsky Wealth Management
New Jersey
$264K +$221K +2,840 New
WA
570
Waverly Advisors
Alabama
$264K +$221K +2,838 New
LSA
571
Leonteq Securities AG
Switzerland
$258K +$146K +1,873 +209%
OQS
572
Occudo Quantitative Strategies
Florida
$258K +$215K +2,767 New
DT
573
Diversified Trust
Tennessee
$257K -$58.5K -752 -21%
PCM
574
Penserra Capital Management
California
$257K -$44K -566 -17%
MNBTD
575
Moody National Bank Trust Division
Texas
$255K -$229K -2,943 -52%
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