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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
676
Smith Salley Wealth Management
North Carolina
$340K +$128K +942 +57%
MPM
677
MBB Public Markets
Illinois
$339K +$352K +2,590 New
AGA
678
Accuvest Global Advisors
Utah
$338K +$351K +2,581 New
SPA
679
Sherbrooke Park Advisers
New York
$338K -$194K -1,428 -36%
LC
680
Lindbrook Capital
California
$336K +$108K +792 +45%
BIG
681
Brooklyn Investment Group
New York
$335K +$156K +1,151 +81%
IC
682
Iconiq Capital
California
$329K +$64.4K +474 +23%
EG
683
Ellerson Group
Maryland
$329K -$37.4K -275 -10%
SCM
684
Stevens Capital Management
Pennsylvania
$328K -$634K -4,666 -65%
FUBT
685
First United Bank & Trust
Maryland
$324K +$337K +2,481 New
SIA
686
Schechter Investment Advisors
Michigan
$324K -$59.5K -438 -15%
GIA
687
GHP Investment Advisors
Colorado
$321K – – –
SCM
688
SCS Capital Management
Massachusetts
$318K +$331K +2,433 New
PWM
689
Perigon Wealth Management
California
$315K -$20.4K -150 -6%
TFF
690
The Family Firm
Maryland
$314K – – –
LTAS
691
Linden Thomas Advisory Services
North Carolina
$310K +$7.2K +53 +2%
OWP
692
Obermeyer Wealth Partners
Colorado
$309K – – –
LSA
693
Lion Street Advisors
Texas
$302K -$4.35K -32 -1%
EFA
694
Evernest Financial Advisors
Indiana
$300K -$42.4K -312 -12%
DC
695
Diametric Capital
Massachusetts
$299K +$311K +2,288 New
PMG
696
ProVise Management Group
Florida
$299K -$44.8K -330 -13%
BCWM
697
Bartlett & Co Wealth Management
Ohio
$298K -$23.9K -176 -7%
TNBTD
698
Trustmark National Bank Trust Department
Mississippi
$297K +$32.3K +238 +12%
CFG
699
Cooper Financial Group
California
$297K +$20.7K +152 +7%
ONB
700
Old National Bancorp
Indiana
$297K +$70.1K +516 +29%
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