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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
CA
601
Carson Advisory
Georgia
$248K +$234K +2,281 New
PMG
602
ProVise Management Group
Florida
$247K -$87.1K -850 -27%
CCA
603
Checchi Capital Advisers
California
$246K -$5.23K -51 -2%
MG
604
Mather Group
Illinois
$243K +$7.38K +72 +3%
MWM
605
Minot Wealth Management
Massachusetts
$241K -$512 -5 -0.2%
MPM
606
MBB Public Markets
Illinois
$241K +$228K +2,222 New
ST
607
Smithfield Trust
Pennsylvania
$239K -$5.74K -56 -2%
AG
608
AlphaSimPlex Group
Massachusetts
$238K -$175K -1,706 -44%
SC
609
Savant Capital
Illinois
$237K +$224K +2,185 New
TC
610
TownSquare Capital
Utah
$236K +$222K +2,171 New
RT
611
Rockland Trust
Massachusetts
$235K – – –
MC
612
Moors & Cabot
Massachusetts
$235K +$3.18K +31 +1%
HWA
613
Heritage Wealth Advisors
Virginia
$234K – – –
1WA
614
180 Wealth Advisors
Washington
$233K -$14.6K -142 -6%
FNBOH
615
First National Bank of Hutchinson
Kansas
$230K +$217K +2,120 New
TSS
616
Two Sigma Securities
New York
$226K +$214K +2,085 New
EFA
617
Evernest Financial Advisors
Indiana
$225K +$267K +2,603 New
OWA
618
One Wealth Advisors
California
$225K -$20.2K -197 -9%
SEEDPG
619
S.E.E.D. Planning Group
New York
$225K -$2.25K -22 -1%
CIP
620
Convergence Investment Partners
Florida
$221K +$512 +5 +0.2%
TFF
621
The Family Firm
Maryland
$220K – – –
CAMG
622
CWA Asset Management Group
Florida
$220K +$208K +2,030 New
Luther King Capital Management (LKCM)
623
Luther King Capital Management (LKCM)
Texas
$220K +$208K +2,031 New
MWM
624
Mission Wealth Management
California
$219K -$73.6K -718 -26%
CWM
625
Circle Wealth Management
New Jersey
$218K +$206K +2,008 New