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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
576
Concurrent Investment Advisors
Florida
$994K +$423K +2,689 +77%
TAM
577
Tocqueville Asset Management
New York
$989K +$786 +5 +0.1%
GIA
578
Gateway Investment Advisers
Ohio
$979K +$958K +6,091 New
AF
579
Align Financial
Minnesota
$965K +$152K +965 New
HA
580
Harbor Advisors
Florida
$965K – – –
PP
581
Prudential plc
United Kingdom
$954K – – –
AFG
582
Atomi Financial Group
New York
$954K +$89.6K +570 +11%
MAS
583
Meeder Advisory Services
Ohio
$936K +$157K +998 +21%
NA
584
NewEdge Advisors
Louisiana
$936K +$228K +1,451 +33%
STA
585
Summit Trail Advisors
New York
$931K -$73K -464 -7%
BIG
586
Brooklyn Investment Group
New York
$915K +$369K +2,345 +73%
S
587
SignatureFD
Georgia
$905K -$138K -877 -13%
MWM
588
Meridian Wealth Management
Kentucky
$898K +$25.8K +164 +3%
MOS
589
MGO One Seven
Ohio
$895K +$23.4K +149 +3%
EI
590
Ellevest Inc
New York
$885K -$56.6K -360 -6%
VW
591
Vance Wealth
California
$879K -$92.3K -587 -10%
FCM
592
Fieldview Capital Management
Michigan
$876K +$856K +5,446 New
SFI
593
Siemens Fonds Invest
Germany
$875K +$181K +1,151 +27%
SWP
594
Stratos Wealth Partners
Ohio
$872K +$14.5K +92 +2%
PAG
595
Private Advisor Group
New Jersey
$872K -$12.1K -77 -1%
CCM
596
Coldstream Capital Management
Washington
$869K -$316K -2,010 -27%
IAA
597
Independent Advisor Alliance
North Carolina
$852K +$75K +477 +10%
SRC
598
Shufro Rose & Co
New York
$845K -$71.1K -452 -8%
CCMG
599
Clark Capital Management Group
Pennsylvania
$838K +$38K +242 +5%
ITG
600
Index Technologies Group
New York
$836K +$818K +5,201 New
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