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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
751
Sigma Planning Corp
Michigan
$258K -$35.3K -279 -13%
IWC
752
Integrated Wealth Concepts
Massachusetts
$257K -$153K -1,211 -40%
SAM
753
Silvercrest Asset Management
New York
$257K +$6.07K +48 +3%
IC
754
Iconiq Capital
California
$257K -$86.8K -686 -27%
IF
755
Intrua Financial
Texas
$248K -$6.7K -53 -3%
FAFN
756
First Affirmative Financial Network
Colorado
$246K +$632 +5 +0.3%
CAL
757
Capital Analysts LLC
Pennsylvania
$246K -$126 -1 -0.1%
IAN
758
Integrated Advisors Network
Texas
$244K -$13.4K -106 -6%
PP
759
PDS Planning
Ohio
$243K +$21.8K +172 +11%
MCM
760
Mainstream Capital Management
California
$242K -$14.8K -117 -6%
GM
761
GeoWealth Management
Illinois
$241K -$19.2K -152 -8%
GVAG
762
Great Valley Advisor Group
Delaware
$241K – – –
GWMR
763
GC Wealth Management RIA
Massachusetts
$240K +$217K +1,716 New
DWM
764
Drive Wealth Management
Utah
$240K -$1.26K -10 -0.6%
WA
765
Wealthstream Advisors
New York
$240K +$4.43K +35 +2%
AO
766
Advisor OS
Illinois
$240K -$18.6K -147 -8%
HNB
767
Hilltop National Bank
Wyoming
$239K +$216K +1,708 New
MPWT
768
MassMutual Private Wealth & Trust
Connecticut
$238K +$36.2K +286 +20%
CWP
769
Core Wealth Partners
California
$238K – – –
EWA
770
EverSource Wealth Advisors
Alabama
$238K +$91.7K +725 +75%
FFA
771
Farther Finance Advisors
California
$235K +$8.09K +64 +4%
CP
772
Canopy Partners
Ohio
$235K -$2.02K -16 -0.9%
SIA
773
Soltis Investment Advisors
Utah
$234K -$3.04K -24 -1%
ACA
774
Aptus Capital Advisors
Alabama
$234K -$4.17K -33 -2%
TFIPS
775
Towarzystwo Funduszy Inwestycyjnych PZU SA
$230K +$12.6K +100 +6%
29 30
31
32 33