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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
576
Optimum Investment Advisors
Illinois
$170K -$246K -2,650 -60%
LWM
577
Liberty Wealth Management
California
$157K +$93.8K +1,009 +184%
WTC
578
WhitTier Trust Company
Nevada
$156K
EAM
579
Erste Asset Management
Austria
$151K
FHA
580
First Horizon Advisors
Tennessee
$150K +$21.4K +230 +17%
NFG
581
Next Financial Group
Texas
$144K -$177K -1,902 -56%
CFD
582
Creative Financial Designs
Indiana
$139K
PCM
583
Penserra Capital Management
California
$137K +$11.8K +127 +10%
BCA
584
Berman Capital Advisors
Georgia
$125K +$31.7K +341 +36%
T
585
TOBAM
France
$112K
DMBA
586
Deseret Mutual Benefit Administrators
Utah
$107K -$45.8K -493 -31%
CA
587
Clearstead Advisors
Ohio
$97K -$3.44K -37 -4%
FGAM
588
Financial Gravity Asset Management
Texas
$97K -$93 -1 -20%
AIC
589
Archer Investment Corporation
Indiana
$89.6K
PFGIA
590
Patriot Financial Group Insurance Agency
Massachusetts
$88K +$14.1K +152 +20%
CFB
591
Cullen/Frost Bankers
Texas
$84K
CI
592
CX Institutional
Indiana
$84K +$6.78K +73 +9%
MCM
593
Manchester Capital Management
Vermont
$81K
AssetMark Inc
594
AssetMark Inc
California
$78K
LC
595
Lindbrook Capital
California
$78K
FCA
596
FinTrust Capital Advisors
South Carolina
$77K
AF
597
Advisornet Financial
Minnesota
$75K
RMC
598
Resources Management Corp
Connecticut
$75K +$7.9K +85 +12%
TPCW
599
TD Private Client Wealth
New York
$74.6K +$1.21K +13 +2%
BAM
600
Barrett Asset Management
New York
$74K +$71.1K +765 New