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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
YMRC
701
Yorktown Management & Research Company
Virginia
$425K – – –
PWPS
702
Pinnacle Wealth Planning Services
Ohio
$420K +$5.26K +34 +1%
FCH
703
Freestone Capital Holdings
Washington
$419K -$7.58K -49 -2%
HWA
704
Heritage Wealth Advisors
Virginia
$415K – – –
ECM
705
Evergreen Capital Management
Washington
$413K +$67.1K +434 +20%
PGFC
706
Peapack-Gladstone Financial Corp
New Jersey
$409K – – –
RG
707
Renaissance Group
Kentucky
$399K – – –
BA
708
Bridgewater Advisors
New York
$393K -$57.7K -373 -12%
UCB
709
United Community Bank
South Carolina
$392K -$144K -931 -27%
MGIA
710
Moneta Group Investment Advisors
Missouri
$391K +$22K +142 +6%
EG
711
Ellerson Group
Maryland
$390K -$6.19K -40 -2%
MWM
712
Moran Wealth Management
Florida
$389K +$382K +2,471 New
OWP
713
Obermeyer Wealth Partners
Colorado
$389K +$5.72K +37 +2%
LBC
714
Lowe Brockenbrough & Co
Virginia
$388K +$381K +2,464 New
KPWS
715
Kestra Private Wealth Services
Texas
$388K -$9.28K -60 -2%
UB
716
UMB Bank
Missouri
$387K -$18.1K -117 -5%
GIA
717
GHP Investment Advisors
Colorado
$387K – – –
AWA
718
Arkadios Wealth Advisors
Georgia
$384K +$377K +2,435 New
SCM
719
SCS Capital Management
Massachusetts
$383K -$259K -1,674 -41%
CFA
720
Cahill Financial Advisors
Minnesota
$381K -$76.1K -492 -17%
IA
721
IFG Advisory
Georgia
$378K +$371K +2,397 New
VFA
722
Valeo Financial Advisors
Indiana
$375K -$26K -168 -7%
WIA
723
World Investment Advisors
California
$366K +$15.2K +98 +4%
CFG
724
Cooper Financial Group
California
$362K +$31.1K +201 +10%
MYLI
725
Meiji Yasuda Life Insurance
Japan
$362K +$355K +2,297 New
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