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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
I
651
InceptionR
California
$568K -$676K -4,367 -55%
UFF
652
USA Financial Formulas
Michigan
$554K +$544K +3,517 New
CIA
653
Concurrent Investment Advisors
Florida
$550K -$192K -1,240 -26%
KCM
654
Kathmere Capital Management
Pennsylvania
$549K +$32.5K +210 +6%
BWP
655
BSW Wealth Partners
Colorado
$547K +$44.1K +285 +9%
FC
656
Financial Consulate
Maryland
$545K +$536K +3,462 New
SWM
657
Spire Wealth Management
Virginia
$545K -$143K -925 -21%
WA
658
Waverly Advisors
Alabama
$545K -$11.9K -77 -2%
WIC
659
Whitegate Investment Counselors
New Hampshire
$544K
SI
660
Stephens Inc
Arkansas
$533K +$37.4K +242 +8%
FTWA
661
Fifth Third Wealth Advisors
Ohio
$533K -$15.8K -102 -3%
PPWP
662
Premier Path Wealth Partners
New Jersey
$533K +$22.6K +146 +5%
AWM
663
Aprio Wealth Management
Georgia
$528K +$138K +890 +36%
TC
664
TownSquare Capital
Utah
$519K -$97.9K -633 -16%
GI
665
GAMCO Investors
Connecticut
$516K
LWCFA
666
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$514K +$484K +3,130 New
PCIA
667
Prime Capital Investment Advisors
Kansas
$513K +$12.5K +81 +3%
AssetMark Inc
668
AssetMark Inc
California
$513K +$117K +759 +30%
MBTD
669
Mechanics Bank - Trust Department
California
$506K -$3.87K -25 -0.8%
VWM
670
Venturi Wealth Management
Texas
$505K +$5.72K +37 +1%
BRWA
671
B. Riley Wealth Advisors
Florida
$503K +$20.4K +132 +4%
EW
672
Evoke Wealth
California
$499K -$112K -727 -19%
DO
673
denkapparat Operations
Germany
$497K
FC
674
FORA Capital
Florida
$496K -$658K -4,251 -57%
CCA
675
Checchi Capital Advisers
California
$487K -$58.5K -378 -11%