We are live on ! Find out more
CBRE icon

CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
626
Pathway Financial Advisors
Vermont
$235K – – –
ONB
627
Old National Bancorp
Indiana
$234K -$98.4K -1,096 -31%
Nomura Holdings
628
Nomura Holdings
Japan
$231K -$4.65M -51,729 -96%
OWP
629
Obermeyer Wealth Partners
Colorado
$230K – – –
PWM
630
Perigon Wealth Management
California
$225K +$208K +2,318 New
CI
631
Conning Inc
Connecticut
$224K – – –
IAN
632
Integrated Advisors Network
Texas
$224K -$10.7K -119 -5%
TAM
633
Trillium Asset Management
Massachusetts
$221K -$28.2K -314 -12%
EFA
634
Evernest Financial Advisors
Indiana
$221K -$206K -2,291 -47%
CAM
635
Cidel Asset Management
Ontario, Canada
$220K +$203K +2,262 New
CAMG
636
CWA Asset Management Group
Florida
$220K -$2.96K -33 -1%
SSWM
637
Smith Salley Wealth Management
North Carolina
$220K -$76.1K -847 -27%
CFG
638
Citizens Financial Group
Rhode Island
$219K +$5.12K +57 +3%
A
639
AJOVista
Massachusetts
$218K – – –
FIM
640
Freedom Investment Management
Connecticut
$217K +$200K +2,231 New
ACA
641
Atlas Capital Advisors
Wyoming
$217K -$35.8K -399 -15%
GI
642
GAMMA Investing
California
$214K +$33.2K +370 +20%
GFP
643
Gryphon Financial Partners
Ohio
$213K -$28.8K -321 -13%
CA
644
Commerzbank Aktiengesellschaft
Germany
$213K +$196K +2,187 New
CC
645
Corton Capital
Ontario, Canada
$212K +$196K +2,181 New
MWM
646
Mission Wealth Management
California
$211K +$359 +4 +0.2%
TPCW
647
TD Private Client Wealth
New York
$207K -$199K -2,221 -51%
LTAS
648
Linden Thomas Advisory Services
North Carolina
$206K +$191K +2,122 New
I
649
IMPACTfolio
Colorado
$205K -$76.9K -856 -29%
RWP
650
RWA Wealth Partners
Massachusetts
$204K -$17.2K -191 -8%