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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
651
Sandler Capital Management
New York
$528K -$1.41M -9,294 -70%
ET
652
Equitable Trust
Tennessee
$527K -$55.5K -365 -9%
IWC
653
Integrated Wealth Concepts
Massachusetts
$521K +$341K +2,245 +140%
PA
654
Profund Advisors
Maryland
$520K -$123K -811 -17%
PWMG
655
Prestige Wealth Management Group
New Jersey
$520K +$578K +3,801 +10,860%
AG
656
Ascent Group
Virginia
$509K -$174K -1,145 -23%
NAMI
657
Nomura Asset Management International
Pennsylvania
$508K – – –
GC
658
Guggenheim Capital
Illinois
$508K -$146K -963 -20%
VWM
659
Venturi Wealth Management
Texas
$508K +$85.9K +565 +18%
SAM
660
Secure Asset Management
Michigan
$505K +$566K +3,728 New
SCP
661
Silverleafe Capital Partners
Tennessee
$503K – – –
SCA
662
Snowden Capital Advisors
New York
$502K -$7.14K -47 -1%
SICM
663
Sustainable Insight Capital Management
New York
$501K +$45.6K +300 +9%
EW
664
Evoke Wealth
California
$500K +$10.6K +70 +2%
RA
665
RFG Advisory
Alabama
$500K +$560K +3,688 New
ACM
666
Advisors Capital Management
New Jersey
$497K +$191K +1,256 +52%
HDIM
667
Hanson & Doremus Investment Management
Vermont
$491K -$5.17K -34 -0.9%
OCA
668
OpenArc Corporate Advisory
Georgia
$491K +$90.4K +595 +20%
PPWP
669
Premier Path Wealth Partners
New Jersey
$489K +$5.62K +37 +1%
FCM
670
Fieldview Capital Management
Michigan
$488K -$280K -1,846 -34%
SI
671
Stephens Inc
Arkansas
$478K +$14K +92 +3%
GLF
672
Groupe la Francaise
France
$477K -$34.8K -229 -6%
BHPW
673
Beverly Hills Private Wealth
California
$473K -$57.3K -377 -10%
FFA
674
Farther Finance Advisors
California
$471K +$57.4K +378 +12%
WW
675
Waterfront Wealth
Kansas
$471K – – –
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