We are live on ! Find out more
CBRE icon

CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
626
Obermeyer Wealth Partners
Colorado
$230K – – –
PWM
627
Perigon Wealth Management
California
$225K +$208K +2,318 New
CI
628
Conning Inc
Connecticut
$224K – – –
IAN
629
Integrated Advisors Network
Texas
$224K -$10.7K -119 -5%
TAM
630
Trillium Asset Management
Massachusetts
$221K -$28.2K -314 -12%
EFA
631
Evernest Financial Advisors
Indiana
$221K -$206K -2,291 -47%
CAM
632
Cidel Asset Management
Ontario, Canada
$220K +$203K +2,262 New
CAMG
633
CWA Asset Management Group
Florida
$220K -$2.96K -33 -1%
SSWM
634
Smith Salley Wealth Management
North Carolina
$220K -$76.1K -847 -27%
CFG
635
Citizens Financial Group
Rhode Island
$219K +$5.12K +57 +3%
A
636
AJOVista
Massachusetts
$218K – – –
FIM
637
Freedom Investment Management
Connecticut
$217K +$200K +2,231 New
ACA
638
Atlas Capital Advisors
Wyoming
$217K -$35.8K -399 -15%
GI
639
GAMMA Investing
California
$214K +$33.2K +370 +20%
GFP
640
Gryphon Financial Partners
Ohio
$213K -$28.8K -321 -13%
CA
641
Commerzbank Aktiengesellschaft
Germany
$213K +$196K +2,187 New
CC
642
Corton Capital
Ontario, Canada
$212K +$196K +2,181 New
MWM
643
Mission Wealth Management
California
$211K +$359 +4 +0.2%
TPCW
644
TD Private Client Wealth
New York
$207K -$199K -2,221 -51%
LTAS
645
Linden Thomas Advisory Services
North Carolina
$206K +$191K +2,122 New
I
646
IMPACTfolio
Colorado
$205K -$76.9K -856 -29%
RWP
647
RWA Wealth Partners
Massachusetts
$204K -$17.2K -191 -8%
MW
648
Marcum Wealth
Ohio
$202K +$187K +2,078 New
MFIM
649
Mesirow Financial Investment Management
Illinois
$200K +$185K +2,060 New
WPWM
650
Western Pacific Wealth Management
Illinois
$198K +$5.39K +60 +3%
24 25
26
27 28