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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
PCP
576
Proficio Capital Partners
Massachusetts
$255K +$213K +2,739 New
BRWA
577
B. Riley Wealth Advisors
Florida
$253K -$97.6K -1,256 -32%
GA
578
Geller Advisors
New York
$251K -$11.4K -146 -5%
BTWM
579
Baker Tilly Wealth Management
Wisconsin
$250K -$62.5K -804 -23%
SIA
580
Schechter Investment Advisors
Michigan
$249K -$8.32K -107 -4%
EP
581
Edgestream Partners
New Jersey
$247K +$206K +2,655 New
ACA
582
Atlas Capital Advisors
Wyoming
$244K -$156K -2,011 -43%
PMG
583
ProVise Management Group
Florida
$244K +$203K +2,616 New
CFGS
584
Concourse Financial Group Securities
Alabama
$242K -$6.84K -88 -3%
TAM
585
Trillium Asset Management
Massachusetts
$241K -$66.1K -850 -25%
DWT
586
Dorsey & Whitney Trust
South Dakota
$240K +$201K +2,581 New
GFP
587
Gryphon Financial Partners
Ohio
$240K +$196K +2,516 New
NA
588
NewEdge Advisors
Louisiana
$239K +$182K +2,345 +598%
PAM
589
Panagora Asset Management
Massachusetts
$239K +$200K +2,568 New
GLA
590
Great Lakes Advisors
Illinois
$237K -$58.7K -755 -23%
MAM
591
Madison Asset Management
Wisconsin
$234K +$195K +2,513 New
MAS
592
Meeder Advisory Services
Ohio
$234K -$27.8K -358 -12%
GIA
593
GHP Investment Advisors
Colorado
$231K -$11K -141 -5%
NW
594
NewEdge Wealth
Pennsylvania
$231K +$193K +2,485 New
CCA
595
Checchi Capital Advisers
California
$230K +$192K +2,473 New
BC
596
Bartlett & Co
Ohio
$230K
SAM
597
Smartleaf Asset Management
Massachusetts
$230K +$191K +2,452 New
BCWM
598
Bartlett & Co Wealth Management
Ohio
$230K
SAG
599
SageView Advisory Group
California
$230K +$206K +2,651 New
Qube Research & Technologies (QRT)
600
Qube Research & Technologies (QRT)
United Kingdom
$228K -$3.24M -41,739 -94%