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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
RG
701
Renaissance Group
Kentucky
$355K -$45.9K -363 -13%
KPWS
702
Kestra Private Wealth Services
Texas
$354K -$21.5K -170 -6%
AGA
703
Accuvest Global Advisors
Utah
$353K -$7.71K -61 -2%
EG
704
Ellerson Group
Maryland
$352K
AssetMark Inc
705
AssetMark Inc
California
$350K +$130K +1,027 +70%
AWM
706
Aprio Wealth Management
Georgia
$344K +$311K +2,458 New
GIA
707
GHP Investment Advisors
Colorado
$344K
OWP
708
Obermeyer Wealth Partners
Colorado
$341K +$8.35K +66 +3%
IAA
709
Independent Advisor Alliance
North Carolina
$338K +$31.9K +252 +12%
MGIA
710
Moneta Group Investment Advisors
Missouri
$327K +$64.2K +508 +28%
BCWM
711
Bartlett & Co Wealth Management
Ohio
$325K +$5.56K +44 +2%
HTC
712
Haverford Trust Company
Pennsylvania
$324K +$292K +2,313 New
GIA
713
Gateway Investment Advisers
Ohio
$321K -$315K -2,488 -52%
EFA
714
Evernest Financial Advisors
Indiana
$321K
PMG
715
ProVise Management Group
Florida
$321K +$253 +2 +0.1%
VT
716
Vise Technologies
New York
$320K +$289K +2,284 New
HCM
717
Howard Capital Management
Georgia
$317K +$19.7K +156 +7%
PFBT
718
Parkside Financial Bank & Trust
Missouri
$313K +$22K +174 +8%
QIM
719
Quantitative Investment Management
Virginia
$313K -$179K -1,414 -39%
WIA
720
World Investment Advisors
California
$312K +$281K +2,225 New
AWA
721
Aaron Wealth Advisors
Illinois
$310K -$4.3K -34 -2%
MWM
722
Mission Wealth Management
California
$308K -$126 -1 -0%
WFI
723
West Family Investments
California
$307K +$83.6K +661 +43%
ECM
724
Evergreen Capital Management
Washington
$306K +$9.48K +75 +4%
CI
725
Conning Inc
Connecticut
$305K -$7.33K -58 -3%