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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
576
Logan Capital Management
Pennsylvania
$291K – – –
Janney Montgomery Scott
577
Janney Montgomery Scott
Pennsylvania
$291K -$16.6K -187 -5%
CI
578
Cigna Investments
Connecticut
$290K – – –
BWP
579
BSW Wealth Partners
Colorado
$289K -$20.3K -229 -7%
GI
580
GAMCO Investors
Connecticut
$288K – – –
Axa
581
Axa
France
$285K -$6.09M -68,612 -96%
DT
582
Diversified Trust
Tennessee
$282K +$26.1K +294 +10%
UB
583
UMB Bank
Missouri
$278K +$24K +271 +10%
BC
584
Burney Company
Virginia
$275K -$28.8K -325 -10%
EWA
585
EP Wealth Advisors
California
$273K +$13.5K +152 +5%
CFGS
586
Concourse Financial Group Securities
Alabama
$272K +$15.2K +171 +6%
NFC
587
Northeast Financial Consultants
Connecticut
$267K – – –
PGFC
588
Peapack-Gladstone Financial Corp
New Jersey
$266K -$8.7K -98 -3%
CFA
589
Cahill Financial Advisors
Minnesota
$265K +$887 +10 +0.3%
PCP
590
Proficio Capital Partners
Massachusetts
$263K -$16K -180 -6%
FTWA
591
Fifth Third Wealth Advisors
Ohio
$258K +$257K +2,894 New
FFM
592
Forum Financial Management
Illinois
$256K +$355 +4 +0.1%
HWA
593
Heritage Wealth Advisors
Virginia
$256K – – –
CIA
594
Concurrent Investment Advisors
Florida
$252K +$251K +2,826 New
CP
595
Covenant Partners
Tennessee
$252K – – –
SIA
596
Schechter Investment Advisors
Michigan
$252K +$17.7K +200 +8%
VI
597
Versor Investments
New York
$250K +$248K +2,800 New
CFG
598
Citizens Financial Group
Rhode Island
$248K +$46.8K +527 +23%
BTWM
599
Baker Tilly Wealth Management
Wisconsin
$244K -$25.5K -287 -9%
TPI
600
Trust Point Inc
Wisconsin
$243K -$106K -1,199 -31%