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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
FUBT
601
First United Bank & Trust
Maryland
$835K +$176K +1,120 +27%
EAM
602
Eventide Asset Management
Massachusetts
$833K +$70.1K +446 +10%
BIM
603
Bridges Investment Management
Nebraska
$824K +$3.3K +21 +0.4%
AWM
604
Apollon Wealth Management
South Carolina
$817K +$80.2K +510 +11%
CP
605
CenterBook Partners
Connecticut
$794K +$776K +4,937 New
AG
606
Ascent Group
Virginia
$788K +$6.13K +39 +0.8%
SWP
607
Sagespring Wealth Partners
Tennessee
$787K +$38.4K +244 +5%
HP
608
Havemeyer Place
Connecticut
$786K +$769K +4,891 New
AU
609
AlphaGrep UK
$770K +$753K +4,787 New
SAM
610
Strategy Asset Managers
California
$769K -$23K -146 -3%
LCS
611
Levin Capital Strategies
New York
$766K
CIP
612
Convergence Investment Partners
Florida
$766K +$749K +4,763 New
OIAM
613
OFI Invest Asset Management
France
$762K +$745K +4,738 New
LFA
614
Legacy Financial Advisors
Kentucky
$758K -$68.2K -434 -8%
GC
615
Guggenheim Capital
Illinois
$758K -$556K -3,537 -43%
WPC
616
Wedmont Private Capital
Pennsylvania
$755K +$16.7K +106 +2%
SAM
617
Sawgrass Asset Management
Florida
$752K
PA
618
Parallel Advisors
California
$752K +$142K +903 +24%
PA
619
Profund Advisors
Maryland
$748K +$92.3K +587 +14%
BPA
620
Beacon Pointe Advisors
California
$744K +$414K +2,631 +132%
MFG
621
Menard Financial Group
Texas
$740K -$314 -2 -0%
SWM
622
Spire Wealth Management
Virginia
$737K +$176K +1,121 +32%
IFS
623
Ifrah Financial Services
Arkansas
$731K -$16K -102 -2%
Janney Montgomery Scott
624
Janney Montgomery Scott
Pennsylvania
$729K +$57.5K +366 +9%
KPWS
625
Kestra Private Wealth Services
Texas
$726K +$323K +2,052 +83%