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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
751
Evermay Wealth Management
Virginia
$318K – – –
AG
752
AlTi Global
New York
$317K +$5.11K +33 +2%
RZH
753
Relyea Zuckerberg Hanson
Connecticut
$315K +$2.01K +13 +0.7%
BPA
754
Beacon Pointe Advisors
California
$314K -$1.31M -8,470 -81%
WC
755
Waterloo Capital
Texas
$309K +$71K +459 +31%
ACA
756
Aptus Capital Advisors
Alabama
$308K +$44.7K +289 +17%
ECM
757
Eisler Capital Management
United Kingdom
$306K -$6.98M -45,129 -96%
LTAS
758
Linden Thomas Advisory Services
North Carolina
$305K -$2.94K -19 -1%
BI
759
BFI Infinity
Switzerland
$302K +$296K +1,915 New
FAFN
760
First Affirmative Financial Network
Colorado
$301K +$23.8K +154 +9%
MG
761
Mather Group
Illinois
$298K +$4.64K +30 +2%
SFS
762
Sowell Financial Services
Arkansas
$298K -$16.4K -106 -5%
PHK
763
Point72 Hong Kong
Hong Kong
$297K +$291K +1,884 New
LCM
764
Landscape Capital Management
New Jersey
$296K +$291K +1,879 New
PP
765
PDS Planning
Ohio
$294K +$20.3K +131 +8%
ACM
766
Advisors Capital Management
New Jersey
$294K -$2.48K -16 -0.9%
PFS
767
Prospera Financial Services
Texas
$293K -$5.11K -33 -2%
SAM
768
Silvercrest Asset Management
New York
$289K – – –
CAM
769
Cidel Asset Management
Ontario, Canada
$288K -$16.1K -104 -5%
HTC
770
Haverford Trust Company
Pennsylvania
$286K -$76.9K -497 -21%
QIM
771
Quantitative Investment Management
Virginia
$284K -$66.5K -430 -19%
CIM
772
Contravisory Investment Management
Massachusetts
$282K +$277K +1,791 New
SIA
773
Soltis Investment Advisors
Utah
$282K +$17.9K +116 +7%
TAM
774
Trillium Asset Management
Massachusetts
$281K -$30.2K -195 -10%
SW
775
SVB Wealth
Massachusetts
$280K -$14.4K -93 -5%
29 30
31
32 33