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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
751
Private Advisory Group
Washington
$235K +$17.3K +127 +8%
LA
752
Legacy Advisors
Pennsylvania
$234K +$14.7K +108 +6%
SAM
753
Silvercrest Asset Management
New York
$234K +$243K +1,788 New
CI
754
CX Institutional
Indiana
$231K +$136 +1 +0.1%
TPI
755
Trust Point Inc
Wisconsin
$231K -$329K -2,424 -58%
CAL
756
Capital Analysts LLC
Pennsylvania
$230K -$544 -4 -0.2%
FAFN
757
First Affirmative Financial Network
Colorado
$229K -$3.13K -23 -1%
DWM
758
Drive Wealth Management
Utah
$225K -$1.22K -9 -0.5%
GVAG
759
Great Valley Advisor Group
Delaware
$224K -$2.31K -17 -1%
CWP
760
Core Wealth Partners
California
$222K – – –
ACA
761
Aptus Capital Advisors
Alabama
$222K +$10.5K +77 +5%
LIM
762
Leavell Investment Management
Alabama
$222K +$231K +1,699 New
SIA
763
Soltis Investment Advisors
Utah
$222K +$231K +1,697 New
CP
764
Canopy Partners
Ohio
$221K +$230K +1,690 New
WA
765
Wealthstream Advisors
New York
$219K -$2.45K -18 -1%
KCM
766
Kathmere Capital Management
Pennsylvania
$216K +$224K +1,652 New
MFP
767
Meridian Financial Partners
Virginia
$216K -$20.4K -150 -8%
SQA
768
Simon Quick Advisors
New Jersey
$214K +$223K +1,638 New
MA
769
MJP Associates
Connecticut
$214K -$124K -916 -36%
LFA
770
Legacy Financial Advisors
Kentucky
$214K +$222K +1,635 New
RS
771
R Squared
Hong Kong
$213K +$123K +903 +124%
FMLI
772
Fukoku Mutual Life Insurance
Japan
$213K -$56.4K -415 -20%
CWM
773
Circle Wealth Management
New Jersey
$212K +$3.81K +28 +2%
GHA
774
GW Henssler & Associates
Georgia
$212K -$18.8K -138 -8%
FFA
775
Farther Finance Advisors
California
$212K -$286K -2,102 -57%
29 30
31
32 33