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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
ONB
701
Old National Bancorp
Indiana
$297K +$70.1K +516 +29%
HBT
702
Heartland Bank & Trust
Illinois
$294K +$47.2K +347 +18%
AWA
703
Aaron Wealth Advisors
Illinois
$293K +$14.7K +108 +5%
CI
704
Conning Inc
Connecticut
$293K +$4.48K +33 +1%
VFA
705
Valeo Financial Advisors
Indiana
$290K +$11.6K +85 +4%
MWM
706
Mission Wealth Management
California
$288K -$1.63K -12 -0.5%
CSA
707
Cornerstone Select Advisors
Missouri
$286K +$24.9K +183 +9%
Hudson Bay Capital Management
708
Hudson Bay Capital Management
Connecticut
$285K +$296K +2,180 New
MFIM
709
Mesirow Financial Investment Management
Illinois
$284K +$15.5K +114 +6%
CFM
710
Catalyst Funds Management
Australia
$282K +$294K +2,160 New
IAA
711
Independent Advisor Alliance
North Carolina
$282K -$8.15K -60 -3%
CFG
712
CMC Financial Group
Georgia
$282K +$293K +2,155 New
Wolverine Trading
713
Wolverine Trading
Illinois
$280K +$294K +2,162 New
SPC
714
Sigma Planning Corp
Michigan
$278K +$20.8K +153 +8%
ECM
715
Evergreen Capital Management
Washington
$276K +$20.5K +151 +8%
XT
716
XTX Topco
Cayman Islands
$276K +$286K +2,108 New
HCM
717
Howard Capital Management
Georgia
$275K -$39.8K -293 -12%
CAM
718
Cidel Asset Management
Ontario, Canada
$274K -$22.4K -165 -7%
CNBOF
719
City National Bank of Florida
Florida
$274K +$27.4K +202 +11%
PWPS
720
Pinnacle Wealth Planning Services
Ohio
$271K +$4.08K +30 +1%
SW
721
Simplicity Wealth
New Jersey
$270K +$23.9K +176 +9%
MW
722
Marcum Wealth
Ohio
$270K -$1.63K -12 -0.6%
WANY
723
Wealthspire Advisors (New York)
New York
$270K -$8.29K -61 -3%
RZH
724
Relyea Zuckerberg Hanson
Connecticut
$270K +$1.22K +9 +0.4%
PFBT
725
Parkside Financial Bank & Trust
Missouri
$269K +$9.24K +68 +3%