We are live on ! Find out more
CBRE icon

CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
BMO
651
Beck Mack & Oliver
New York
$383K – – –
CFA
652
Cahill Financial Advisors
Minnesota
$380K – – –
HAG
653
HighPoint Advisor Group
Illinois
$380K -$18.5K -136 -4%
CFG
654
Citizens Financial Group
Rhode Island
$380K -$57.8K -425 -13%
RG
655
Renaissance Group
Kentucky
$379K -$13.7K -101 -3%
CCG
656
Capital CS Group
California
$376K +$390K +2,873 New
DT
657
Diversified Trust
Tennessee
$375K -$815 -6 -0.2%
BC
658
Burney Company
Virginia
$374K -$1.67M -12,289 -81%
AIA
659
Affinity Investment Advisors
California
$371K +$385K +2,836 New
SAG
660
SageView Advisory Group
California
$371K +$385K +2,835 New
CP
661
Covenant Partners
Tennessee
$369K – – –
OTL
662
Oak Thistle LLC
New York
$369K +$383K +2,819 New
UB
663
UMB Bank
Missouri
$368K -$88.1K -648 -19%
LS
664
Livforsakringsbolaget Skandia
Sweden
$365K – – –
BWM
665
BCO Wealth Management
New Mexico
$364K – – –
PPWP
666
Premier Path Wealth Partners
New Jersey
$363K -$1.9K -14 -0.5%
DWT
667
Dorsey & Whitney Trust
South Dakota
$359K +$4.76K +35 +1%
FCH
668
Freestone Capital Holdings
Washington
$356K -$117K -858 -24%
WGCA
669
Wolf Group Capital Advisors
Virginia
$356K +$370K +2,722 New
BA
670
Bridgewater Advisors
New York
$355K +$396K +2,913 New
YMRC
671
Yorktown Management & Research Company
Virginia
$353K – – –
KPWS
672
Kestra Private Wealth Services
Texas
$352K -$372K -2,735 -50%
DO
673
denkapparat Operations
Germany
$347K +$360K +2,652 New
HWA
674
Heritage Wealth Advisors
Virginia
$345K – – –
PGFC
675
Peapack-Gladstone Financial Corp
New Jersey
$340K -$53.3K -392 -13%
25 26
27
28 29