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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
601
Strategy Asset Managers
California
$776K +$762K +4,928 New
AG
602
Ascent Group
Virginia
$766K +$108K +695 +17%
IAA
603
Independent Advisor Alliance
North Carolina
$760K +$373K +2,413 +100%
MAS
604
Meeder Advisory Services
Ohio
$760K -$233K -1,506 -24%
RS
605
R Squared
Hong Kong
$757K +$265K +1,713 +55%
LCS
606
Levin Capital Strategies
New York
$750K – – –
SRC
607
Shufro Rose & Co
New York
$747K -$7.74K -50 -0.9%
BCM
608
Bayesian Capital Management
New York
$741K -$696K -4,500 -49%
EAM
609
Eventide Asset Management
Massachusetts
$740K +$116K +749 +19%
SAM
610
Sawgrass Asset Management
Florida
$737K +$82K +530 +13%
SWP
611
Sagespring Wealth Partners
Tennessee
$733K +$79.4K +513 +12%
IFS
612
Ifrah Financial Services
Arkansas
$732K -$4.64K -30 -0.6%
MFG
613
Menard Financial Group
Texas
$725K +$5.57K +36 +0.8%
AWM
614
Apollon Wealth Management
South Carolina
$721K -$119K -768 -14%
BHPW
615
Beverly Hills Private Wealth
California
$717K -$25.8K -167 -4%
ACM
616
Aster Capital Management
United Arab Emirates
$713K +$120K +775 +21%
BTWM
617
Baker Tilly Wealth Management
Wisconsin
$709K +$144K +928 +26%
AWM
618
Avior Wealth Management
Nebraska
$705K -$305K -1,969 -31%
TE
619
Tema ETFs
New York
$698K +$685K +4,431 New
NA
620
NewEdge Advisors
Louisiana
$688K +$11K +71 +2%
FCP
621
Fidelis Capital Partners
Florida
$685K +$8.82K +57 +1%
SIM
622
Studio Investment Management
Illinois
$679K -$25.2K -163 -4%
WPC
623
Wedmont Private Capital
Pennsylvania
$677K +$45.5K +294 +7%
FFM
624
Forum Financial Management
Illinois
$672K +$7.12K +46 +1%
PWMG
625
Prestige Wealth Management Group
New Jersey
$663K +$14.4K +93 +2%
23 24
25
26 27