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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
601
Bartlett & Co Wealth Management
Ohio
$252K – – –
WWM
602
Windsor Wealth Management
Indiana
$247K -$1.07K -11 -0.4%
PCS
603
Personal CFO Solutions
New Jersey
$235K +$14.2K +146 +6%
APG
604
Abacus Planning Group
South Carolina
$235K +$57.5K +590 +30%
SI
605
Stephens Inc
Arkansas
$233K +$21.3K +219 +9%
OWP
606
Obermeyer Wealth Partners
Colorado
$232K -$20.9K -215 -8%
ER
607
Enlightenment Research
Florida
$229K +$244K +2,500 New
PSUF
608
People's United Financial
Connecticut
$228K -$43.4K -445 -15%
GIA
609
GHP Investment Advisors
Colorado
$227K +$242K +2,485 New
HIA
610
Harbor Investment Advisory
Maryland
$222K – – –
MYLI
611
Meiji Yasuda Life Insurance
Japan
$221K -$62.7K -644 -21%
BWP
612
BSW Wealth Partners
Colorado
$221K -$47.7K -490 -17%
TA
613
TruWealth Advisors
Louisiana
$220K +$234K +2,400 New
DU
614
Delphia (USA)
Ontario, Canada
$218K -$17.5K -180 -7%
PMA
615
Prudent Man Advisors
Illinois
$218K -$2.44K -25 -1%
FAM
616
Fulcrum Asset Management
United Kingdom
$214K – – –
CCA
617
Checchi Capital Advisers
California
$214K +$6.92K +71 +3%
MG
618
Mather Group
Illinois
$214K +$10K +103 +5%
SIM
619
Sentry Investment Management
Wisconsin
$213K -$105K -1,081 -32%
CFC
620
Coyle Financial Counsel
Illinois
$213K +$227K +2,325 New
M
621
Mirova
France
$211K -$195 -2 -0.1%
PMG
622
ProVise Management Group
Florida
$209K – – –
MAM
623
Meeder Asset Management
Ohio
$207K -$9.84K -101 -4%
Capstone Investment Advisors
624
Capstone Investment Advisors
New York
$207K +$176K +1,810 +401%
RC
625
RegentAtlantic Capital
New Jersey
$206K -$4.48K -46 -2%