We are live on ! Find out more
CBRE icon

CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
ITG
626
Index Technologies Group
New York
$637K -$19.8K -144 -3%
CCM
627
Coldstream Capital Management
Washington
$625K -$46.3K -336 -7%
WPC
628
Wedmont Private Capital
Pennsylvania
$619K +$4.68K +34 +0.8%
BS
629
Banco Santander
Spain
$611K -$77.2K -560 -11%
I
630
InceptionR
California
$605K +$619K +4,492 New
KPWS
631
Kestra Private Wealth Services
Texas
$601K +$274K +1,991 +81%
EWA
632
EP Wealth Advisors
California
$599K +$28K +203 +5%
IFS
633
Ifrah Financial Services
Arkansas
$592K -$2.62K -19 -0.4%
CIA
634
Choate Investment Advisors
Massachusetts
$582K +$595K +4,318 New
TPI
635
Trust Point Inc
Wisconsin
$579K -$68.6K -498 -10%
GC
636
Guggenheim Capital
Illinois
$579K +$75.2K +546 +15%
CPCPP
637
Canada Post Corporation Pension Plan
Canada
$575K – – –
GS
638
GTS Securities
Florida
$575K -$319K -2,318 -35%
VT
639
Vise Technologies
New York
$575K +$85K +617 +17%
DWM
640
Diversify Wealth Management
Utah
$566K -$33.5K -243 -6%
DAS
641
Diversify Advisory Services
Utah
$566K +$131K +953 +32%
FRA
642
Frank Rimerman Advisors
California
$566K +$33.1K +240 +6%
EI
643
Ellevest Inc
New York
$560K -$120K -868 -17%
GIA
644
Gateway Investment Advisers
Ohio
$557K -$112K -816 -16%
FCP
645
Fidelis Capital Partners
Florida
$554K -$35.1K -255 -6%
SIM
646
Studio Investment Management
Illinois
$553K -$9.92K -72 -2%
PCP
647
Proficio Capital Partners
Massachusetts
$552K +$565K +4,101 New
SICM
648
Sustainable Insight Capital Management
New York
$552K +$55.1K +400 +11%
BMC
649
Beaton Management Company
Massachusetts
$552K – – –
KAS
650
Kestra Advisory Services
Texas
$551K -$75.1K -545 -12%
24 25
26
27 28