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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
601
Heritage Wealth Advisors
Virginia
$279K – – –
UB
602
UMB Bank
Missouri
$277K +$45.3K +505 +22%
MA
603
MONECO Advisors
Connecticut
$276K – – –
PFBT
604
Parkside Financial Bank & Trust
Missouri
$275K -$10.2K -114 -4%
CP
605
Covenant Partners
Tennessee
$275K -$14.4K -160 -5%
HAG
606
HighPoint Advisor Group
Illinois
$274K +$8.35K +93 +3%
KWM
607
Kolinsky Wealth Management
New Jersey
$273K -$2.78K -31 -1%
EG
608
Ellerson Group
Maryland
$271K -$11.2K -125 -4%
MNBTD
609
Moody National Bank Trust Division
Texas
$267K – – –
GA
610
Geller Advisors
New York
$266K +$4.22K +47 +2%
CA
611
Clearstead Advisors
Ohio
$261K -$5.3K -59 -2%
WA
612
Waverly Advisors
Alabama
$256K -$18.4K -205 -7%
HI
613
Humankind Investments
New York
$256K -$24.1K -268 -9%
SIA
614
Schechter Investment Advisors
Michigan
$255K -$5.03K -56 -2%
PMG
615
ProVise Management Group
Florida
$254K – – –
DWT
616
Dorsey & Whitney Trust
South Dakota
$253K +$1.8K +20 +0.8%
PAM
617
Paradigm Asset Management
New York
$253K -$80.8K -900 -26%
PAM
618
Panagora Asset Management
Massachusetts
$250K – – –
SI
619
Stephens Inc
Arkansas
$249K +$18K +200 +8%
MAM
620
Madison Asset Management
Wisconsin
$244K – – –
MM
621
MQS Management
New York
$244K -$103K -1,149 -31%
MAS
622
Meeder Advisory Services
Ohio
$242K -$1.8K -20 -0.8%
GIA
623
GHP Investment Advisors
Colorado
$242K – – –
BCWM
624
Bartlett & Co Wealth Management
Ohio
$239K +$539 +6 +0.2%
CCA
625
Checchi Capital Advisers
California
$237K -$2.87K -32 -1%
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