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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
601
Stratos Wealth Partners
Ohio
$698K +$1.24K +9 +0.2%
Twin Tree Management
602
Twin Tree Management
Texas
$696K +$712K +5,166 New
FTWA
603
Fifth Third Wealth Advisors
Ohio
$695K +$141K +1,020 +25%
BTWM
604
Baker Tilly Wealth Management
Wisconsin
$693K -$91.1K -661 -11%
AWM
605
Apollon Wealth Management
South Carolina
$689K -$27.4K -199 -4%
CC
606
Centiva Capital
New York
$685K -$391K -2,835 -36%
WA
607
Waverly Advisors
Alabama
$683K +$138K +1,001 +25%
MWM
608
Mission Wealth Management
California
$682K +$389K +2,821 +126%
GI
609
GLOBALT Investments
Georgia
$675K +$827 +6 +0.1%
BIC
610
B&I Capital
Switzerland
$668K +$208K +1,512 +44%
LFA
611
Legacy Financial Advisors
Kentucky
$667K +$116K +845 +21%
SRC
612
Shufro Rose & Co
New York
$660K
OAM
613
Ostrum Asset Management
France
$659K +$87.6K +636 +15%
Bank Julius Baer & Co
614
Bank Julius Baer & Co
Switzerland
$658K -$16.8M -122,179 -96%
TE
615
Tema ETFs
New York
$657K +$59.9K +435 +10%
IAA
616
Independent Advisor Alliance
North Carolina
$656K +$5.79K +42 +0.9%
VW
617
Vance Wealth
California
$656K
SIP
618
Stoneridge Investment Partners
Pennsylvania
$654K +$613K +4,453 New
AFG
619
Atomi Financial Group
New York
$651K -$40.1K -291 -6%
FCM
620
Fourpath Capital Management
Oklahoma
$646K +$5.79K +42 +0.9%
LCS
621
Levin Capital Strategies
New York
$642K -$110K -800 -14%
SWP
622
Sagespring Wealth Partners
Tennessee
$639K +$2.2K +16 +0.3%
EDRH
623
Edmond de Rothschild Holding
Switzerland
$638K -$651K -4,722 -50%
ITG
624
Index Technologies Group
New York
$637K -$19.8K -144 -3%
CCM
625
Coldstream Capital Management
Washington
$625K -$46.3K -336 -7%