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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
EAM
601
Eventide Asset Management
Massachusetts
$833K +$70.1K +446 +10%
BIM
602
Bridges Investment Management
Nebraska
$824K +$3.3K +21 +0.4%
AWM
603
Apollon Wealth Management
South Carolina
$817K +$80.2K +510 +11%
CP
604
CenterBook Partners
Connecticut
$794K +$776K +4,937 New
AG
605
Ascent Group
Virginia
$788K +$6.13K +39 +0.8%
SWP
606
Sagespring Wealth Partners
Tennessee
$787K +$38.4K +244 +5%
HP
607
Havemeyer Place
Connecticut
$786K +$769K +4,891 New
AU
608
AlphaGrep UK
$770K +$753K +4,787 New
SAM
609
Strategy Asset Managers
California
$769K -$23K -146 -3%
LCS
610
Levin Capital Strategies
New York
$766K – – –
CIP
611
Convergence Investment Partners
Florida
$766K +$749K +4,763 New
OIAM
612
OFI Invest Asset Management
France
$762K +$745K +4,738 New
LFA
613
Legacy Financial Advisors
Kentucky
$758K -$68.2K -434 -8%
GC
614
Guggenheim Capital
Illinois
$758K -$556K -3,537 -43%
WPC
615
Wedmont Private Capital
Pennsylvania
$755K +$16.7K +106 +2%
SAM
616
Sawgrass Asset Management
Florida
$752K – – –
PA
617
Parallel Advisors
California
$752K +$142K +903 +24%
PA
618
Profund Advisors
Maryland
$748K +$92.3K +587 +14%
BPA
619
Beacon Pointe Advisors
California
$744K +$414K +2,631 +132%
MFG
620
Menard Financial Group
Texas
$740K -$314 -2 -0%
SWM
621
Spire Wealth Management
Virginia
$737K +$176K +1,121 +32%
IFS
622
Ifrah Financial Services
Arkansas
$731K -$16K -102 -2%
Janney Montgomery Scott
623
Janney Montgomery Scott
Pennsylvania
$729K +$57.5K +366 +9%
KPWS
624
Kestra Private Wealth Services
Texas
$726K +$323K +2,052 +83%
TE
625
Tema ETFs
New York
$711K -$1.89K -12 -0.3%