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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
TPI
701
Trust Point Inc
Wisconsin
$471K +$137K +869 +42%
BMO
702
Beck Mack & Oliver
New York
$470K – – –
IIC
703
Integrated Investment Consultants
Michigan
$470K – – –
DWT
704
Dorsey & Whitney Trust
South Dakota
$467K +$14.9K +95 +3%
CI
705
Cigna Investments
Connecticut
$467K -$6.92K -44 -1%
WG
706
Wellington Group
Indiana
$467K +$456K +2,903 New
LMFP
707
Larry Mathis Financial Planning
Arizona
$464K +$454K +2,887 New
UB
708
UMB Bank
Missouri
$462K +$65.9K +419 +17%
FC
709
Financial Consulate
Maryland
$461K -$93.9K -597 -17%
HT
710
Headlands Technologies
Illinois
$459K -$774K -4,921 -63%
GWP
711
Gen-Wealth Partners
Michigan
$458K +$365K +2,322 +443%
CP
712
Covenant Partners
Tennessee
$454K – – –
HAG
713
HighPoint Advisor Group
Illinois
$453K -$30.5K -194 -6%
BA
714
Bridgewater Advisors
New York
$451K +$4.56K +29 +1%
AIP
715
Ameritas Investment Partners
Nebraska
$448K – – –
PWM
716
Perigon Wealth Management
California
$444K +$2.04K +13 +0.5%
JRPCML
717
J. R. Prunier Capital Management LLC
Massachusetts
$444K +$434K +2,760 New
ONB
718
Old National Bancorp
Indiana
$438K +$2.2K +14 +0.5%
YMRC
719
Yorktown Management & Research Company
Virginia
$434K – – –
PWPS
720
Pinnacle Wealth Planning Services
Ohio
$433K +$4.56K +29 +1%
WIA
721
World Investment Advisors
California
$433K +$57.7K +367 +16%
AWA
722
Arkadios Wealth Advisors
Georgia
$430K +$37.4K +238 +10%
FCH
723
Freestone Capital Holdings
Washington
$428K +$157 +1 +0%
HWA
724
Heritage Wealth Advisors
Virginia
$424K – – –
PGFC
725
Peapack-Gladstone Financial Corp
New Jersey
$424K +$6.13K +39 +2%
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