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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
626
Wedmont Private Capital
Pennsylvania
$619K +$4.68K +34 +0.8%
BS
627
Banco Santander
Spain
$611K -$77.2K -560 -11%
I
628
InceptionR
California
$605K +$619K +4,492 New
KPWS
629
Kestra Private Wealth Services
Texas
$601K +$274K +1,991 +81%
EWA
630
EP Wealth Advisors
California
$599K +$28K +203 +5%
IFS
631
Ifrah Financial Services
Arkansas
$592K -$2.62K -19 -0.4%
CIA
632
Choate Investment Advisors
Massachusetts
$582K +$595K +4,318 New
TPI
633
Trust Point Inc
Wisconsin
$579K -$68.6K -498 -10%
GC
634
Guggenheim Capital
Illinois
$579K +$75.2K +546 +15%
CPCPP
635
Canada Post Corporation Pension Plan
Canada
$575K – – –
GS
636
GTS Securities
Florida
$575K -$319K -2,318 -35%
VT
637
Vise Technologies
New York
$575K +$85K +617 +17%
DWM
638
Diversify Wealth Management
Utah
$566K -$33.5K -243 -6%
DAS
639
Diversify Advisory Services
Utah
$566K +$131K +953 +32%
FRA
640
Frank Rimerman Advisors
California
$566K +$33.1K +240 +6%
EI
641
Ellevest Inc
New York
$560K -$120K -868 -17%
GIA
642
Gateway Investment Advisers
Ohio
$557K -$112K -816 -16%
FCP
643
Fidelis Capital Partners
Florida
$554K -$35.1K -255 -6%
SIM
644
Studio Investment Management
Illinois
$553K -$9.92K -72 -2%
PCP
645
Proficio Capital Partners
Massachusetts
$552K +$565K +4,101 New
SICM
646
Sustainable Insight Capital Management
New York
$552K +$55.1K +400 +11%
BMC
647
Beaton Management Company
Massachusetts
$552K – – –
KAS
648
Kestra Advisory Services
Texas
$551K -$75.1K -545 -12%
WG
649
Wellington Group
Indiana
$548K – – –
WSFS
650
Wilmington Savings Fund Society
Delaware
$545K +$99.2K +720 +22%
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26
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