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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
701
Polymer Capital Management
New York
$402K -$2.54M -18,449 -86%
GRP
702
Global Retirement Partners
California
$402K +$411K +2,983 New
BWM
703
BCO Wealth Management
New Mexico
$397K – – –
BWP
704
BSW Wealth Partners
Colorado
$397K -$3.58K -26 -0.9%
BMO
705
Beck Mack & Oliver
New York
$394K – – –
EFG
706
Everhart Financial Group
Ohio
$393K -$17.9K -130 -4%
DWT
707
Dorsey & Whitney Trust
South Dakota
$389K +$10.9K +79 +3%
SG
708
StoneX Group
New York
$388K +$406K +2,947 New
CCA
709
Checchi Capital Advisers
California
$387K -$37.9K -275 -9%
GS
710
GWN Securities
Florida
$386K +$66.5K +483 +20%
WHG
711
Westwood Holdings Group
Texas
$386K +$395K +2,868 New
AWA
712
Arkadios Wealth Advisors
Georgia
$385K -$51.3K -372 -12%
SIA
713
Soltis Investment Advisors
Utah
$382K +$120K +868 +44%
PWM
714
Perigon Wealth Management
California
$381K +$7.99K +58 +2%
CI
715
Cigna Investments
Connecticut
$381K – – –
CW
716
Channel Wealth
California
$378K +$387K +2,810 New
CNBOF
717
City National Bank of Florida
Florida
$376K +$76.3K +554 +25%
ACA
718
Atlas Capital Advisors
Wyoming
$373K -$78.9K -573 -17%
JGC
719
J. Goldman & Co
New York
$370K +$379K +2,750 New
YMRC
720
Yorktown Management & Research Company
Virginia
$364K – – –
PWPS
721
Pinnacle Wealth Planning Services
Ohio
$363K +$12.3K +89 +3%
SWM
722
Spire Wealth Management
Virginia
$363K -$467K -3,387 -56%
IIC
723
Integrated Investment Consultants
Michigan
$360K +$1.79K +13 +0.5%
BA
724
Bridgewater Advisors
New York
$355K -$15.6K -113 -4%
PGFC
725
Peapack-Gladstone Financial Corp
New Jersey
$355K +$138 +1 +0%
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