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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
PPWP
626
Premier Path Wealth Partners
New Jersey
$201K +$200K +2,255 New
MWM
627
Mission Wealth Management
California
$200K +$7.19K +81 +4%
NICM
628
Neo Ivy Capital Management
New York
$200K +$199K +2,240 New
GM
629
GeoWealth Management
Illinois
$199K -$96.3K -1,085 -33%
ACA
630
Atlas Capital Advisors
Wyoming
$198K – – –
TPCW
631
TD Private Client Wealth
New York
$195K +$5.32K +60 +3%
WPWM
632
Western Pacific Wealth Management
Illinois
$181K – – –
EWM
633
Evermay Wealth Management
Virginia
$180K – – –
PFBT
634
Parkside Financial Bank & Trust
Missouri
$178K -$74.3K -837 -30%
MG
635
Mather Group
Illinois
$167K +$12.2K +138 +9%
LC
636
Lindbrook Capital
California
$149K +$1.95K +22 +1%
DFA
637
DHJJ Financial Advisors
Illinois
$144K -$177 -2 -0.1%
SOW
638
State of Wyoming
Wyoming
$142K +$87.6K +987 +161%
CAL
639
Capital Analysts LLC
Pennsylvania
$137K -$12.4K -140 -8%
FFA
640
Farther Finance Advisors
California
$129K +$7.1K +80 +6%
PCM
641
Penserra Capital Management
California
$128K -$621 -7 -0.5%
HT
642
Headlands Technologies
Illinois
$125K +$95.7K +1,079 +329%
HNB
643
Hilltop National Bank
Wyoming
$124K +$14.5K +163 +13%
SIM
644
Sentry Investment Management
Wisconsin
$120K -$24.5K -276 -17%
ST
645
Smithfield Trust
Pennsylvania
$114K -$3.28K -37 -3%
GRP
646
Global Retirement Partners
California
$111K +$73.6K +830 +198%
AssetMark Inc
647
AssetMark Inc
California
$99.6K +$27.7K +312 +39%
BF
648
BOK Financial
Oklahoma
$98.3K -$42.3K -477 -30%
IA
649
IFP Advisors
Florida
$93.2K +$20.9K +236 +29%
MPWT
650
MassMutual Private Wealth & Trust
Connecticut
$91.2K +$13.8K +156 +18%