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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
601
LDR Capital Management
New York
$706K – – –
VCM
602
Voleon Capital Management
California
$702K -$821K -5,958 -53%
SWP
603
Stratos Wealth Partners
Ohio
$698K +$1.24K +9 +0.2%
Twin Tree Management
604
Twin Tree Management
Texas
$696K +$712K +5,166 New
FTWA
605
Fifth Third Wealth Advisors
Ohio
$695K +$141K +1,020 +25%
BTWM
606
Baker Tilly Wealth Management
Wisconsin
$693K -$91.1K -661 -11%
AWM
607
Apollon Wealth Management
South Carolina
$689K -$27.4K -199 -4%
CC
608
Centiva Capital
New York
$685K -$391K -2,835 -36%
WA
609
Waverly Advisors
Alabama
$683K +$138K +1,001 +25%
MWM
610
Mission Wealth Management
California
$682K +$389K +2,821 +126%
GI
611
GLOBALT Investments
Georgia
$675K +$827 +6 +0.1%
BIC
612
B&I Capital
Switzerland
$668K +$208K +1,512 +44%
LFA
613
Legacy Financial Advisors
Kentucky
$667K +$116K +845 +21%
SRC
614
Shufro Rose & Co
New York
$660K – – –
OAM
615
Ostrum Asset Management
France
$659K +$87.6K +636 +15%
Bank Julius Baer & Co
616
Bank Julius Baer & Co
Switzerland
$658K -$16.8M -122,179 -96%
TE
617
Tema ETFs
New York
$657K +$59.9K +435 +10%
IAA
618
Independent Advisor Alliance
North Carolina
$656K +$5.79K +42 +0.9%
VW
619
Vance Wealth
California
$656K – – –
SIP
620
Stoneridge Investment Partners
Pennsylvania
$654K +$613K +4,453 New
AFG
621
Atomi Financial Group
New York
$651K -$40.1K -291 -6%
FCM
622
Fourpath Capital Management
Oklahoma
$646K +$5.79K +42 +0.9%
LCS
623
Levin Capital Strategies
New York
$642K -$110K -800 -14%
SWP
624
Sagespring Wealth Partners
Tennessee
$639K +$2.2K +16 +0.3%
EDRH
625
Edmond de Rothschild Holding
Switzerland
$638K -$651K -4,722 -50%