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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
EW
576
Evoke Wealth
California
$578K +$15.4K +118 +3%
SAM
577
Sawgrass Asset Management
Florida
$575K -$135K -1,034 -19%
CW
578
CreativeOne Wealth
Kansas
$572K +$571K +4,359 New
FRA
579
Frank Rimerman Advisors
California
$572K +$22.8K +174 +4%
RIA
580
Realta Investment Advisors
Delaware
$569K +$566K +4,324 New
MBTD
581
Mechanics Bank - Trust Department
California
$562K +$3.54K +27 +0.6%
TCA
582
Transcend Capital Advisors
New Jersey
$562K -$143K -1,092 -20%
CC
583
Centiva Capital
New York
$560K +$559K +4,267 New
DBRC
584
D.B. Root & Company
Pennsylvania
$559K +$558K +4,260 New
Vontobel Holding
585
Vontobel Holding
Switzerland
$552K -$349K -2,663 -39%
TPI
586
Trust Point Inc
Wisconsin
$550K +$159K +1,218 +41%
HI
587
Horizon Investments
North Carolina
$546K +$8.77K +67 +2%
PWMG
588
Prestige Wealth Management Group
New Jersey
$545K +$42.3K +323 +8%
BMC
589
Beaton Management Company
Massachusetts
$538K
SPA
590
Sherbrooke Park Advisers
New York
$526K -$135K -1,030 -20%
I
591
InceptionR
California
$522K +$107K +820 +26%
CCM
592
Coldstream Capital Management
Washington
$517K +$4.97K +38 +1%
CIC
593
Chase Investment Counsel
Virginia
$515K +$514K +3,923 New
FFM
594
Forum Financial Management
Illinois
$513K +$135K +1,031 +36%
OPTFSNA
595
Old Point Trust & Financial Services N A
Virginia
$510K -$58.9K -450 -10%
NA
596
NewEdge Advisors
Louisiana
$506K -$24K -183 -5%
ACA
597
Atlas Capital Advisors
Wyoming
$503K -$47.5K -363 -9%
OQS
598
Occudo Quantitative Strategies
Florida
$499K +$497K +3,798 New
SF
599
Safeguard Financial
Wisconsin
$496K -$12.2K -93 -2%
FFA
600
Farther Finance Advisors
California
$488K +$255K +1,948 +110%