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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
BJL
576
Brighton Jones LLC
Washington
$318K +$294K +3,272 New
ASN
577
Advisory Services Network
Georgia
$318K -$4.31K -48 -1%
LCM
578
Logan Capital Management
Pennsylvania
$318K -$242K -2,700 -45%
CI
579
Cigna Investments
Connecticut
$317K -$5.21K -58 -2%
PP
580
Prudential plc
United Kingdom
$316K -$1.03M -11,420 -78%
GI
581
GAMCO Investors
Connecticut
$315K – – –
WAP
582
Wealthcare Advisory Partners
Pennsylvania
$314K +$290K +3,226 New
TC
583
TownSquare Capital
Utah
$312K +$70.3K +783 +32%
NP
584
NorthRock Partners
Minnesota
$310K +$16.3K +181 +6%
PCP
585
Proficio Capital Partners
Massachusetts
$304K +$34.8K +387 +14%
WW
586
Waterfront Wealth
Kansas
$303K – – –
PGFC
587
Peapack-Gladstone Financial Corp
New Jersey
$300K +$8.8K +98 +3%
CCM
588
Coldstream Capital Management
Washington
$298K -$2.15K -24 -0.8%
WPC
589
Wedmont Private Capital
Pennsylvania
$297K +$5.84K +65 +2%
BTWM
590
Baker Tilly Wealth Management
Wisconsin
$294K +$30.7K +342 +13%
BRWA
591
B. Riley Wealth Advisors
Florida
$293K +$113K +1,256 +46%
NFC
592
Northeast Financial Consultants
Connecticut
$292K – – –
CFA
593
Cahill Financial Advisors
Minnesota
$289K +$4.94K +55 +2%
EWA
594
EP Wealth Advisors
California
$283K +$539 +6 +0.2%
CFGS
595
Concourse Financial Group Securities
Alabama
$280K +$25.2K +281 +11%
DT
596
Diversified Trust
Tennessee
$280K +$9.79K +109 +4%
FFM
597
Forum Financial Management
Illinois
$279K – – –
HWA
598
Heritage Wealth Advisors
Virginia
$279K – – –
UB
599
UMB Bank
Missouri
$277K +$45.3K +505 +22%
MA
600
MONECO Advisors
Connecticut
$276K – – –
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