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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
601
B. Riley Wealth Advisors
Florida
$516K +$190K +1,399 +55%
FFM
602
Forum Financial Management
Illinois
$511K +$136 +1 +0%
FCP
603
Fidelis Capital Partners
Florida
$510K +$17K +125 +3%
OPTFSNA
604
Old Point Trust & Financial Services N A
Virginia
$508K – – –
ACA
605
Atlas Capital Advisors
Wyoming
$505K +$3.94K +29 +0.8%
SF
606
Safeguard Financial
Wisconsin
$494K – – –
CCIA
607
Campbell & Co Investment Adviser
Maryland
$492K -$249K -1,834 -33%
DAS
608
Diversify Advisory Services
Utah
$486K +$542K +3,988 New
HDIM
609
Hanson & Doremus Investment Management
Vermont
$485K – – –
WA
610
Waverly Advisors
Alabama
$483K +$11.4K +84 +2%
AA
611
Ancora Advisors
Ohio
$482K +$27.2K +200 +6%
QIM
612
Quantitative Investment Management
Virginia
$477K -$106K -779 -18%
I
613
InceptionR
California
$472K -$50.4K -371 -9%
WPC
614
Wedmont Private Capital
Pennsylvania
$467K +$38.6K +284 +8%
SFI
615
Siemens Fonds Invest
Germany
$466K +$35.2K +259 +8%
PMA
616
Prudent Man Advisors
Illinois
$466K – – –
MFG
617
Merit Financial Group
Georgia
$465K +$219K +1,609 +83%
WW
618
Waterfront Wealth
Kansas
$454K – – –
NA
619
NewEdge Advisors
Louisiana
$454K -$51.5K -379 -10%
FTWA
620
Fifth Third Wealth Advisors
Ohio
$453K +$15.5K +114 +3%
CCA
621
Checchi Capital Advisers
California
$452K +$138K +1,015 +42%
WIC
622
Whitegate Investment Counselors
New Hampshire
$452K – – –
MBTD
623
Mechanics Bank - Trust Department
California
$450K -$114K -838 -20%
CAM
624
Cresset Asset Management
Illinois
$448K +$25.4K +187 +6%
SWP
625
Sagespring Wealth Partners
Tennessee
$444K +$126K +930 +38%
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25
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