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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
HFM
601
Harvest Fund Management
China
$362K +$317K +2,909 New
TPCW
602
TD Private Client Wealth
New York
$360K +$77.3K +709 +32%
FFM
603
Forum Financial Management
Illinois
$358K +$109 +1 +0%
IIC
604
Integrated Investment Consultants
Michigan
$357K +$313K +2,870 New
FTWA
605
Fifth Third Wealth Advisors
Ohio
$353K -$6.43K -59 -2%
CP
606
Covenant Partners
Tennessee
$352K
CFM
607
Catalyst Funds Management
Australia
$349K -$131K -1,200 -30%
LS
608
Livforsakringsbolaget Skandia
Sweden
$348K +$251K +2,300 +463%
CFG
609
Citizens Financial Group
Rhode Island
$348K +$1.64K +15 +0.5%
BTWM
610
Baker Tilly Wealth Management
Wisconsin
$348K +$5.89K +54 +2%
EG
611
Ellerson Group
Maryland
$347K +$53.4K +490 +21%
GM
612
GeoWealth Management
Illinois
$345K +$59.6K +547 +25%
JF
613
Jump Financial
Illinois
$343K -$1.29M -11,802 -81%
CA
614
Commerzbank Aktiengesellschaft
Germany
$343K +$52.9K +485 +21%
CC
615
Corton Capital
Ontario, Canada
$336K +$294K +2,700 New
HWA
616
Heritage Wealth Advisors
Virginia
$334K -$20.7K -190 -7%
SIA
617
Schechter Investment Advisors
Michigan
$332K -$16.7K -153 -5%
SI
618
Stephens Inc
Arkansas
$329K +$8.72K +80 +3%
Jones Financial Companies
619
Jones Financial Companies
Missouri
$327K +$205K +1,879 +243%
ACM
620
Advisors Capital Management
New Jersey
$327K +$287K +2,629 New
PPWP
621
Premier Path Wealth Partners
New Jersey
$326K +$39.5K +362 +16%
PMG
622
ProVise Management Group
Florida
$326K
EFA
623
Evernest Financial Advisors
Indiana
$324K
MS
624
Maven Securities
Jersey
$321K +$282K +2,582 New
PAM
625
Panagora Asset Management
Massachusetts
$320K +$545 +5 +0.2%