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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
WA
701
Wealthstream Advisors
New York
$207K +$181K +1,661 New
IAA
702
Independent Advisor Alliance
North Carolina
$205K +$179K +1,643 New
WANY
703
Wealthspire Advisors (New York)
New York
$204K +$179K +1,641 New
WPW
704
Waldron Private Wealth
Pennsylvania
$203K +$177K +1,628 New
DFA
705
DHJJ Financial Advisors
Illinois
$200K -$654 -6 -0.4%
PCM
706
Penserra Capital Management
California
$180K +$1.85K +17 +1%
BIG
707
Brooklyn Investment Group
New York
$177K +$155K +1,419 New
HNB
708
Hilltop National Bank
Wyoming
$174K
SIM
709
Sentry Investment Management
Wisconsin
$168K
ST
710
Smithfield Trust
Pennsylvania
$159K
TFIPS
711
Towarzystwo Funduszy Inwestycyjnych PZU SA
$156K +$50.2K +460 +58%
AssetMark Inc
712
AssetMark Inc
California
$143K +$3.16K +29 +3%
CI Investments Inc
713
CI Investments Inc
Ontario, Canada
$138K +$19.8K +182 +20%
IA
714
IFP Advisors
Florida
$137K +$6.21K +57 +5%
BF
715
BOK Financial
Oklahoma
$136K +$327 +3 +0.3%
MPWT
716
MassMutual Private Wealth & Trust
Connecticut
$132K +$3.71K +34 +3%
AIM
717
Anchor Investment Management
South Carolina
$126K
AA
718
Alta Advisers
United Kingdom
$124K
RIL
719
Rothschild Investment LLC
Illinois
$117K +$4.8K +44 +5%
FHA
720
First Horizon Advisors
Tennessee
$115K -$1.96K -18 -2%
PMFA
721
Plante Moran Financial Advisors
Michigan
$112K +$98.5K +903 New
OIA
722
Optimum Investment Advisors
Illinois
$112K -$10.9K -100 -10%
QC
723
Quent Capital
New York
$108K
CFO
724
CVA Family Office
Colorado
$107K +$1.64K +15 +2%
WTC
725
WhitTier Trust Company
Nevada
$99K