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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
576
Ameritas Investment Partners
Nebraska
$324K -$15.3K -170 -5%
GM
577
GeoWealth Management
Illinois
$322K +$298K +3,313 New
Point72 Asset Management
578
Point72 Asset Management
Connecticut
$321K -$20.4M -226,800 -99%
BJL
579
Brighton Jones LLC
Washington
$318K +$294K +3,272 New
ASN
580
Advisory Services Network
Georgia
$318K -$4.31K -48 -1%
LCM
581
Logan Capital Management
Pennsylvania
$318K -$242K -2,700 -45%
CI
582
Cigna Investments
Connecticut
$317K -$5.21K -58 -2%
PP
583
Prudential plc
United Kingdom
$316K -$1.03M -11,420 -78%
GI
584
GAMCO Investors
Connecticut
$315K – – –
WAP
585
Wealthcare Advisory Partners
Pennsylvania
$314K +$290K +3,226 New
TC
586
TownSquare Capital
Utah
$312K +$70.3K +783 +32%
NP
587
NorthRock Partners
Minnesota
$310K +$16.3K +181 +6%
PCP
588
Proficio Capital Partners
Massachusetts
$304K +$34.8K +387 +14%
WW
589
Waterfront Wealth
Kansas
$303K – – –
PGFC
590
Peapack-Gladstone Financial Corp
New Jersey
$300K +$8.8K +98 +3%
CCM
591
Coldstream Capital Management
Washington
$298K -$2.15K -24 -0.8%
WPC
592
Wedmont Private Capital
Pennsylvania
$297K +$5.84K +65 +2%
BTWM
593
Baker Tilly Wealth Management
Wisconsin
$294K +$30.7K +342 +13%
BRWA
594
B. Riley Wealth Advisors
Florida
$293K +$113K +1,256 +46%
NFC
595
Northeast Financial Consultants
Connecticut
$292K – – –
CFA
596
Cahill Financial Advisors
Minnesota
$289K +$4.94K +55 +2%
EWA
597
EP Wealth Advisors
California
$283K +$539 +6 +0.2%
CFGS
598
Concourse Financial Group Securities
Alabama
$280K +$25.2K +281 +11%
DT
599
Diversified Trust
Tennessee
$280K +$9.79K +109 +4%
FFM
600
Forum Financial Management
Illinois
$279K – – –