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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
HDIM
601
Hanson & Doremus Investment Management
Vermont
$487K – – –
AM
602
AGF Management
Ontario, Canada
$474K -$1.07M -8,202 -69%
WA
603
Waverly Advisors
Alabama
$474K +$166K +1,269 +54%
FCH
604
Freestone Capital Holdings
Washington
$470K -$1.96K -15 -0.4%
PMA
605
Prudent Man Advisors
Illinois
$467K -$91.3K -697 -16%
AFG
606
Atomi Financial Group
New York
$464K +$39.7K +303 +9%
WPC
607
Wedmont Private Capital
Pennsylvania
$463K +$27K +206 +6%
HAG
608
HighPoint Advisor Group
Illinois
$462K +$15.6K +119 +4%
AA
609
Ancora Advisors
Ohio
$458K – – –
WW
610
Waterfront Wealth
Kansas
$456K – – –
UCB
611
United Community Bank
South Carolina
$455K +$151K +1,155 +50%
UB
612
UMB Bank
Missouri
$454K +$16.8K +128 +4%
WIC
613
Whitegate Investment Counselors
New Hampshire
$454K – – –
PCIA
614
Prime Capital Investment Advisors
Kansas
$448K -$19K -145 -4%
ETC
615
Exchange Traded Concepts
Oklahoma
$446K +$363K +2,773 +444%
CGL
616
Clarius Group LLC
Washington
$440K -$262 -2 -0.1%
FTWA
617
Fifth Third Wealth Advisors
Ohio
$440K +$67.2K +513 +18%
IWC
618
Integrated Wealth Concepts
Massachusetts
$439K +$219K +1,669 +100%
CFG
619
Citizens Financial Group
Rhode Island
$437K +$69.9K +534 +19%
QWM
620
Quadcap Wealth Management
Texas
$432K +$431K +3,294 New
SFI
621
Siemens Fonds Invest
Germany
$431K -$97.3K -743 -18%
LCM
622
Logan Capital Management
Pennsylvania
$430K +$917 +7 +0.2%
WPW
623
Waldron Private Wealth
Pennsylvania
$429K +$215K +1,640 +101%
RSWM
624
Robertson Stephens Wealth Management
California
$429K -$1.23M -9,431 -74%
GI
625
GAMCO Investors
Connecticut
$425K – – –
23 24
25
26 27