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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
601
LDR Capital Management
New York
$710K +$797K +5,242 New
EAM
602
Eventide Asset Management
Massachusetts
$704K +$28K +184 +4%
SAW
603
Signal Advisors Wealth
Michigan
$703K +$789K +5,193 New
CCMG
604
Clark Capital Management Group
Pennsylvania
$703K -$3.95K -26 -0.5%
SWP
605
Stratos Wealth Partners
Ohio
$701K -$38.1K -251 -5%
NA
606
NewEdge Advisors
Louisiana
$699K -$100K -659 -11%
AFG
607
Atomi Financial Group
New York
$694K -$123K -809 -14%
BS
608
Banco Santander
Spain
$691K -$182K -1,200 -19%
EI
609
Ellevest Inc
New York
$686K -$67.3K -443 -8%
AA
610
Alesco Advisors
New York
$682K +$766K +5,038 New
GI
611
GLOBALT Investments
Georgia
$678K +$91.9K +605 +14%
CCM
612
Coldstream Capital Management
Washington
$674K -$65.3K -430 -8%
GIA
613
Gateway Investment Advisers
Ohio
$671K -$173K -1,138 -19%
AWM
614
Avior Wealth Management
Nebraska
$667K +$113K +746 +18%
SRC
615
Shufro Rose & Co
New York
$664K -$54.4K -358 -7%
SAM
616
Sawgrass Asset Management
Florida
$663K +$33.3K +219 +5%
ITG
617
Index Technologies Group
New York
$660K -$50K -329 -6%
VW
618
Vance Wealth
California
$660K -$90.3K -594 -11%
IAA
619
Independent Advisor Alliance
North Carolina
$655K -$71K -467 -9%
TPI
620
Trust Point Inc
Wisconsin
$650K +$284K +1,871 +64%
FCM
621
Fourpath Capital Management
Oklahoma
$644K +$722K +4,754 New
SWP
622
Sagespring Wealth Partners
Tennessee
$640K -$25.8K -170 -3%
FUBT
623
First United Bank & Trust
Maryland
$630K -$82.4K -542 -10%
MFG
624
Menard Financial Group
Texas
$628K +$5.62K +37 +0.8%
KAS
625
Kestra Advisory Services
Texas
$628K -$1.22M -8,011 -63%
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