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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
751
Bartlett & Co Wealth Management
Ohio
$369K – – –
PFBT
752
Parkside Financial Bank & Trust
Missouri
$369K +$7.55K +48 +2%
BC
753
Bridgefront Capital
Texas
$368K +$360K +2,289 New
ECM
754
Evergreen Capital Management
Washington
$364K -$55.8K -355 -14%
CCA
755
Childress Capital Advisors
Texas
$363K +$113K +721 +47%
MWM
756
Mission Wealth Management
California
$362K +$157 +1 +0%
HTC
757
Haverford Trust Company
Pennsylvania
$361K +$67.3K +428 +24%
WFI
758
West Family Investments
California
$358K – – –
EFG
759
Everhart Financial Group
Ohio
$357K +$29.7K +189 +9%
AHL
760
Abel Hall LLC
Louisiana
$352K +$344K +2,190 New
CMBA
761
C.M. Bidwell & Associates
Hawaii
$352K -$10.7K -68 -3%
IA
762
IFP Advisors
Florida
$350K +$14.5K +92 +4%
EA
763
Everpar Advisors
Oklahoma
$345K +$102K +646 +43%
HCM
764
Howard Capital Management
Georgia
$342K +$1.73K +11 +0.5%
MWM
765
Moran Wealth Management
Florida
$341K -$54.9K -349 -14%
CI
766
CX Institutional
Indiana
$338K +$8.65K +55 +3%
AIM
767
Aigen Investment Management
New York
$337K -$458K -2,914 -58%
ACA
768
Aptus Capital Advisors
Alabama
$335K +$19.8K +126 +6%
CSA
769
Cornerstone Select Advisors
Missouri
$333K -$26.7K -170 -8%
SIA
770
Soltis Investment Advisors
Utah
$331K +$42K +267 +15%
DT
771
Diversified Trust
Tennessee
$326K -$108K -686 -25%
KF
772
Krilogy Financial
Missouri
$326K +$301K +1,915 New
MFIM
773
Mesirow Financial Investment Management
Illinois
$322K -$29.7K -189 -9%
TWM
774
Tolleson Wealth Management
Texas
$322K -$11.6K -74 -4%
AG
775
AlTi Global
New York
$321K -$2.2K -14 -0.7%
29 30
31
32 33