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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
651
Leonteq Securities AG
Switzerland
$271K -$151K -1,383 -39%
I
652
IMPACTfolio
Colorado
$269K +$236K +2,160 New
CFG
653
Cooper Financial Group
California
$269K +$235K +2,157 New
CPW
654
Crestmont Private Wealth
Texas
$263K +$231K +2,115 New
IAN
655
Integrated Advisors Network
Texas
$258K +$226K +2,071 New
MW
656
Marcum Wealth
Ohio
$257K +$225K +2,061 New
MFIM
657
Mesirow Financial Investment Management
Illinois
$256K +$224K +2,055 New
FMLI
658
Fukoku Mutual Life Insurance
Japan
$254K +$223K +2,041 New
VIA
659
Virtus Investment Advisers
Connecticut
$254K +$222K +2,040 New
WPWM
660
Western Pacific Wealth Management
Illinois
$253K – – –
GFP
661
Gryphon Financial Partners
Ohio
$253K +$222K +2,033 New
RZH
662
Relyea Zuckerberg Hanson
Connecticut
$252K +$221K +2,024 New
TPW
663
Transatlantique Private Wealth
New York
$252K +$221K +2,024 New
EWM
664
Evermay Wealth Management
Virginia
$251K – – –
WC
665
Waterloo Capital
Texas
$249K +$218K +2,004 New
TWM
666
Tolleson Wealth Management
Texas
$249K +$218K +2,000 New
KA
667
Kerrisdale Advisers
Florida
$247K -$787K -7,215 -78%
PFBT
668
Parkside Financial Bank & Trust
Missouri
$247K -$654 -6 -0.3%
HBT
669
Heartland Bank & Trust
Illinois
$246K +$215K +1,975 New
VFA
670
Valeo Financial Advisors
Indiana
$244K +$214K +1,964 New
ECM
671
Evergreen Capital Management
Washington
$244K +$214K +1,961 New
SSWM
672
Smith Salley Wealth Management
North Carolina
$239K -$73.5K -674 -26%
PFA
673
Pathway Financial Advisors
Vermont
$239K -$54.5K -500 -21%
SMA
674
Sage Mountain Advisors
Georgia
$239K +$209K +1,917 New
TIA
675
Trust Investment Advisors
Indiana
$234K +$205K +1,883 New
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