We are live on ! Find out more
CBRE icon

CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
626
Cresset Asset Management
Illinois
$425K -$3.22M -24,568 -88%
TPCW
627
TD Private Client Wealth
New York
$424K +$44.3K +338 +12%
STA
628
Summit Trail Advisors
New York
$422K +$134K +1,020 +46%
BWP
629
BSW Wealth Partners
Colorado
$420K +$7.72K +59 +2%
BCM
630
Bayesian Capital Management
New York
$416K -$1.61M -12,300 -80%
CI
631
Cigna Investments
Connecticut
$412K -$5.24K -40 -1%
PCP
632
Proficio Capital Partners
Massachusetts
$405K +$404K +3,085 New
WPWM
633
Western Pacific Wealth Management
Illinois
$403K +$136K +1,035 +51%
CA
634
Commerzbank Aktiengesellschaft
Germany
$402K +$43.2K +330 +12%
AIP
635
Ameritas Investment Partners
Nebraska
$400K -$15.7K -120 -4%
IIC
636
Integrated Investment Consultants
Michigan
$395K +$17.9K +137 +5%
NFC
637
Northeast Financial Consultants
Connecticut
$394K – – –
EWA
638
EP Wealth Advisors
California
$394K -$10.6K -81 -3%
RG
639
Renaissance Group
Kentucky
$394K -$12.4K -95 -3%
PGFC
640
Peapack-Gladstone Financial Corp
New Jersey
$392K +$262 +2 +0.1%
CFO
641
Callan Family Office
Pennsylvania
$388K +$387K +2,955 New
BMO
642
Beck Mack & Oliver
New York
$384K +$383K +2,926 New
SIA
643
Schechter Investment Advisors
Michigan
$382K +$31.7K +242 +9%
CFA
644
Cahill Financial Advisors
Minnesota
$382K -$10.1K -77 -3%
DT
645
Diversified Trust
Tennessee
$377K -$34.2K -261 -8%
CP
646
Covenant Partners
Tennessee
$371K – – –
NCFG
647
New Century Financial Group
New Jersey
$369K +$368K +2,808 New
LS
648
Livforsakringsbolaget Skandia
Sweden
$367K – – –
VWM
649
Venturi Wealth Management
Texas
$367K +$339K +2,587 +1,250%
EG
650
Ellerson Group
Maryland
$366K – – –
24 25
26
27 28