We are live on ! Find out more
CBRE icon

CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
601
Signet Financial Management
New Jersey
$227K -$4.06M -52,173 -96%
TFA
602
Transamerica Financial Advisors
Florida
$226K -$51.4K -661 -21%
TC
603
TownSquare Capital
Utah
$226K -$379K -4,869 -67%
IAN
604
Integrated Advisors Network
Texas
$225K +$188K +2,418 New
PFA
605
Pathway Financial Advisors
Vermont
$225K +$188K +2,418 New
EA
606
Everpar Advisors
Oklahoma
$221K +$185K +2,375 New
OWP
607
Obermeyer Wealth Partners
Colorado
$220K +$184K +2,366 New
SI
608
Stephens Inc
Arkansas
$220K +$183K +2,360 New
UB
609
UMB Bank
Missouri
$218K +$622 +8 +0.3%
CI
610
Conning Inc
Connecticut
$214K +$179K +2,300 New
CAMG
611
CWA Asset Management Group
Florida
$213K +$178K +2,293 New
RWP
612
RWA Wealth Partners
Massachusetts
$213K +$178K +2,286 New
A
613
AJOVista
Massachusetts
$208K +$174K +2,238 New
GAM
614
Gotham Asset Management
New York
$204K -$97.2K -1,250 -36%
CFG
615
Citizens Financial Group
Rhode Island
$204K +$171K +2,194 New
MWM
616
Mission Wealth Management
California
$201K +$168K +2,161 New
AGM
617
Alpine Global Management
New York
$201K +$167K +2,154 New
EWM
618
Evermay Wealth Management
Virginia
$188K +$311 +4 +0.2%
WPWM
619
Western Pacific Wealth Management
Illinois
$184K +$7K +90 +5%
GI
620
GAMMA Investing
California
$158K +$142K +1,827 New
SIM
621
Sentry Investment Management
Wisconsin
$151K -$13.6K -175 -10%
PPC
622
Park Place Capital
Alabama
$151K -$58.4K -751 -32%
DFA
623
DHJJ Financial Advisors
Illinois
$150K – – –
BF
624
BOK Financial
Oklahoma
$149K -$1.24K -16 -1%
LC
625
Lindbrook Capital
California
$146K +$41.7K +536 +52%
23 24
25
26 27