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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
TB
601
Treynor Bancshares
Iowa
$240K -$79.8K -899 -25%
GA
602
Geller Advisors
New York
$239K -$4.88K -55 -2%
PMG
603
ProVise Management Group
Florida
$233K – – –
EFA
604
Evernest Financial Advisors
Indiana
$232K – – –
SSWM
605
Smith Salley Wealth Management
North Carolina
$231K +$30.1K +339 +15%
WA
606
Waverly Advisors
Alabama
$230K -$5.06K -57 -2%
PAM
607
Panagora Asset Management
Massachusetts
$229K -$266 -3 -0.1%
SI
608
Stephens Inc
Arkansas
$228K – – –
MAM
609
Madison Asset Management
Wisconsin
$225K +$1.15K +13 +0.5%
UCB
610
United Community Bank
South Carolina
$225K +$224K +2,521 New
KPWS
611
Kestra Private Wealth Services
Texas
$222K -$124K -1,392 -36%
AC
612
Avestar Capital
New York
$221K +$220K +2,479 New
BCWM
613
Bartlett & Co Wealth Management
Ohio
$218K -$532 -6 -0.2%
CCA
614
Checchi Capital Advisers
California
$218K – – –
PFA
615
Pathway Financial Advisors
Vermont
$215K – – –
AFG
616
Atomi Financial Group
New York
$215K +$214K +2,411 New
TFF
617
The Family Firm
Maryland
$214K +$213K +2,402 New
PAM
618
Paradigm Asset Management
New York
$214K -$17.7K -200 -8%
GIA
619
GHP Investment Advisors
Colorado
$213K -$8.16K -92 -4%
OWP
620
Obermeyer Wealth Partners
Colorado
$211K – – –
EG
621
Ellerson Group
Maryland
$205K -$43.5K -490 -18%
CA
622
Commerzbank Aktiengesellschaft
Germany
$202K +$6.83K +77 +4%
CI
623
Conning Inc
Connecticut
$202K -$3.19K -36 -2%
CAM
624
Cidel Asset Management
Ontario, Canada
$202K – – –
GS
625
GTS Securities
Florida
$201K -$204K -2,301 -50%
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