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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
CIP
626
Convergence Investment Partners
Florida
$205K +$20.2K +207 +10%
MWM
627
Minot Wealth Management
Massachusetts
$204K – – –
ST
628
Smithfield Trust
Pennsylvania
$201K – – –
HWA
629
Heritage Wealth Advisors
Virginia
$197K – – –
SOW
630
State of Wyoming
Wyoming
$194K +$65.1K +668 +46%
CA
631
Clearstead Advisors
Ohio
$187K +$44.1K +453 +29%
Carson Wealth (CWM LLC)
632
Carson Wealth (CWM LLC)
Nebraska
$176K +$48.3K +496 +35%
CMBA
633
C.M. Bidwell & Associates
Hawaii
$174K -$1.46K -15 -0.8%
BIP
634
Blueprint Investment Partners
North Carolina
$166K -$118K -1,210 -40%
OIA
635
Optimum Investment Advisors
Illinois
$160K – – –
PCM
636
Penserra Capital Management
California
$155K -$4.28M -43,907 -96%
WB
637
West Bancorporation
Iowa
$155K +$165K +1,695 New
TWC
638
TD Waterhouse Canada
Ontario, Canada
$152K +$50.5K +518 +51%
HFM
639
Harvest Fund Management
China
$150K -$30.4K -312 -16%
BBHC
640
Brown Brothers Harriman & Co
New York
$149K +$156K +1,602 +7,629%
NICM
641
Neo Ivy Capital Management
New York
$148K +$83.5K +857 +113%
WTC
642
WhitTier Trust Company
Nevada
$147K -$390 -4 -0.2%
SPWM
643
Spartan Planning & Wealth Management
North Carolina
$134K +$142K +1,462 New
IUHSA
644
Itau Unibanco Holding S.A.
Brazil
$133K +$68.5K +703 +93%
QC
645
Quent Capital
New York
$122K +$53.6K +550 +70%
EI
646
Ellevest Inc
New York
$119K -$214K -2,200 -63%
TPCW
647
TD Private Client Wealth
New York
$114K +$60.7K +623 +101%
FCA
648
FinTrust Capital Advisors
South Carolina
$112K -$5.94K -61 -5%
UB
649
UMB Bank
Missouri
$112K – – –
DCM
650
Dupont Capital Management
Delaware
$108K -$357K -3,668 -76%