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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
FCP
626
Fidelis Capital Partners
Florida
$709K +$9.28K +59 +1%
GI
627
GLOBALT Investments
Georgia
$708K +$692K +4,403 New
BBA
628
Baader Bank Aktiengesellschaft
Germany
$707K -$294K -1,867 -30%
PI
629
PineBridge Investments
New York
$704K -$87.7K -558 -11%
SCM
630
Stevens Capital Management
Pennsylvania
$696K +$19.2K +122 +3%
AWA
631
Aaron Wealth Advisors
Illinois
$695K +$76.3K +485 +13%
AWM
632
Aprio Wealth Management
Georgia
$692K +$150K +955 +29%
FFM
633
Forum Financial Management
Illinois
$686K +$157 +1 +0%
ET
634
Equitable Trust
Tennessee
$684K -$4.98M -31,672 -88%
SIM
635
Studio Investment Management
Illinois
$675K -$17.6K -112 -3%
AWM
636
Avior Wealth Management
Nebraska
$671K -$47.3K -301 -7%
BMC
637
Beaton Management Company
Massachusetts
$659K – – –
DAS
638
Diversify Advisory Services
Utah
$656K -$14.3K -91 -2%
FRA
639
Frank Rimerman Advisors
California
$647K +$2.52K +16 +0.4%
Vontobel Holding
640
Vontobel Holding
Switzerland
$644K – – –
TSS
641
Two Sigma Securities
New York
$642K +$628K +3,994 New
CFG
642
Citizens Financial Group
Rhode Island
$637K +$48K +305 +8%
AA
643
Ancora Advisors
Ohio
$633K +$39.1K +249 +7%
EWA
644
EverSource Wealth Advisors
Alabama
$629K -$26.6K -169 -4%
VI
645
Versor Investments
New York
$625K -$196K -1,245 -24%
SCI
646
Stableford Capital II
Arizona
$623K -$19.5K -124 -3%
BHPW
647
Beverly Hills Private Wealth
California
$623K -$107K -680 -15%
MYIA
648
Mount Yale Investment Advisors
Colorado
$616K +$602K +3,830 New
AGA
649
Accuvest Global Advisors
Utah
$615K +$602K +3,826 New
SCA
650
Snowden Capital Advisors
New York
$603K -$8.65K -55 -1%