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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
WIC
676
Whitegate Investment Counselors
New Hampshire
$465K
VWM
677
Venturi Wealth Management
Texas
$463K -$42.7K -310 -8%
OCBCO
678
Oversea-Chinese Banking Corp (OCBC)
Singapore
$458K +$107K +776 +30%
MYIA
679
Mount Yale Investment Advisors
Colorado
$452K -$472K -3,424 -51%
AssetMark Inc
680
AssetMark Inc
California
$451K +$14.6K +106 +3%
IA
681
IFP Advisors
Florida
$447K +$20.7K +150 +5%
GI
682
GAMCO Investors
Connecticut
$442K
RFO
683
RiverGlades Family Offices
Florida
$438K +$448K +3,250 New
TC
684
TownSquare Capital
Utah
$436K -$14.7K -107 -3%
MBTD
685
Mechanics Bank - Trust Department
California
$426K +$59.7K +433 +16%
FFA
686
Farther Finance Advisors
California
$426K -$47.1K -342 -10%
PPWP
687
Premier Path Wealth Partners
New Jersey
$426K -$61.6K -447 -12%
AC
688
AlphaCore Capital
California
$425K +$435K +3,156 New
AG
689
Ascent Group
Virginia
$419K -$88.4K -642 -17%
SWA
690
SFMG Wealth Advisors
Texas
$417K +$3.31K +24 +0.8%
AU
691
AlphaGrep UK
$417K -$366K -2,654 -46%
LIM
692
Leavell Investment Management
Alabama
$414K +$158K +1,150 +60%
WPWM
693
Western Pacific Wealth Management
Illinois
$413K
CJ
694
Caitlin John
Michigan
$411K +$182K +1,318 +76%
7WCP
695
71 West Capital Partners
Massachusetts
$410K +$145K +1,055 +53%
IC
696
Inscription Capital
Texas
$408K +$417K +3,027 New
ECM
697
Evergreen Capital Management
Washington
$406K -$211K -1,529 -34%
FCBT
698
First Citizens Bank & Trust
North Carolina
$405K +$413 +3 +0.1%
CFG
699
CMC Financial Group
Georgia
$403K +$413K +2,995 New
PCM
700
Polymer Capital Management
New York
$402K -$2.54M -18,449 -86%