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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
NA
601
NewEdge Advisors
Louisiana
$602K +$104K +822 +24%
SAG
602
SageView Advisory Group
California
$598K +$158K +1,246 +44%
SSWM
603
Smith Salley Wealth Management
North Carolina
$597K +$210K +1,664 +64%
STA
604
Summit Trail Advisors
New York
$597K -$12.1K -96 -2%
FFM
605
Forum Financial Management
Illinois
$591K +$39.3K +311 +8%
SFI
606
Siemens Fonds Invest
Germany
$590K +$81.8K +647 +18%
GLF
607
Groupe la Francaise
France
$589K +$532K +4,207 New
SCI
608
Stableford Capital II
Arizona
$589K +$504K +3,988 New
Vontobel Holding
609
Vontobel Holding
Switzerland
$585K -$36.7K -290 -6%
AG
610
Ascent Group
Virginia
$584K +$2.66K +21 +0.5%
SAM
611
Sawgrass Asset Management
Florida
$581K -$17.3K -137 -3%
SWP
612
Sagespring Wealth Partners
Tennessee
$580K +$94.2K +745 +22%
WPC
613
Wedmont Private Capital
Pennsylvania
$578K +$13.5K +107 +3%
PWMG
614
Prestige Wealth Management Group
New Jersey
$577K -$15.4K -122 -3%
VI
615
Versor Investments
New York
$576K -$40.5K -320 -7%
SCM
616
SCS Capital Management
Massachusetts
$575K +$211K +1,670 +69%
BMC
617
Beaton Management Company
Massachusetts
$574K
Janney Montgomery Scott
618
Janney Montgomery Scott
Pennsylvania
$572K -$94.1K -744 -15%
FRA
619
Frank Rimerman Advisors
California
$556K -$69K -546 -12%
TC
620
TownSquare Capital
Utah
$550K -$773K -6,113 -61%
EW
621
Evoke Wealth
California
$546K -$146K -1,152 -23%
EAM
622
Eventide Asset Management
Massachusetts
$545K +$494K +3,907 New
EWA
623
EP Wealth Advisors
California
$543K +$73.6K +582 +18%
PAM
624
Panagora Asset Management
Massachusetts
$543K -$203K -1,604 -29%
OCBCO
625
Oversea-Chinese Banking Corp (OCBC)
Singapore
$538K +$486K +3,842 New