We are live on ! Find out more
CBRE icon

CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
PGFC
676
Peapack-Gladstone Financial Corp
New Jersey
$340K -$53.3K -392 -13%
SSWM
677
Smith Salley Wealth Management
North Carolina
$340K +$128K +942 +57%
MPM
678
MBB Public Markets
Illinois
$339K +$352K +2,590 New
AGA
679
Accuvest Global Advisors
Utah
$338K +$351K +2,581 New
SPA
680
Sherbrooke Park Advisers
New York
$338K -$194K -1,428 -36%
LC
681
Lindbrook Capital
California
$336K +$108K +792 +45%
BIG
682
Brooklyn Investment Group
New York
$335K +$156K +1,151 +81%
IC
683
Iconiq Capital
California
$329K +$64.4K +474 +23%
EG
684
Ellerson Group
Maryland
$329K -$37.4K -275 -10%
SCM
685
Stevens Capital Management
Pennsylvania
$328K -$634K -4,666 -65%
FUBT
686
First United Bank & Trust
Maryland
$324K +$337K +2,481 New
SIA
687
Schechter Investment Advisors
Michigan
$324K -$59.5K -438 -15%
GIA
688
GHP Investment Advisors
Colorado
$321K – – –
SCM
689
SCS Capital Management
Massachusetts
$318K +$331K +2,433 New
PWM
690
Perigon Wealth Management
California
$315K -$20.4K -150 -6%
TFF
691
The Family Firm
Maryland
$314K – – –
LTAS
692
Linden Thomas Advisory Services
North Carolina
$310K +$7.2K +53 +2%
OWP
693
Obermeyer Wealth Partners
Colorado
$309K – – –
LSA
694
Lion Street Advisors
Texas
$302K -$4.35K -32 -1%
EFA
695
Evernest Financial Advisors
Indiana
$300K -$42.4K -312 -12%
DC
696
Diametric Capital
Massachusetts
$299K +$311K +2,288 New
PMG
697
ProVise Management Group
Florida
$299K -$44.8K -330 -13%
BCWM
698
Bartlett & Co Wealth Management
Ohio
$298K -$23.9K -176 -7%
TNBTD
699
Trustmark National Bank Trust Department
Mississippi
$297K +$32.3K +238 +12%
CFG
700
Cooper Financial Group
California
$297K +$20.7K +152 +7%
26 27
28
29 30