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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
VIP
776
Viewpoint Investment Partners
Alberta, Canada
$269K +$276K +2,000 New
MFIM
777
Mesirow Financial Investment Management
Illinois
$269K – – –
PP
778
PDS Planning
Ohio
$269K +$20.1K +146 +8%
MF
779
Magnetar Financial
Illinois
$269K +$275K +1,995 New
PCA
780
Pallas Capital Advisors
Massachusetts
$267K +$273K +1,983 New
WWM
781
Walser Wealth Management
Florida
$266K +$55.5K +403 +26%
MOS
782
MGO One Seven
Ohio
$266K -$10.7K -78 -4%
EWM
783
Evermay Wealth Management
Virginia
$265K – – –
AG
784
AlTi Global
New York
$263K +$58K +421 +27%
RZH
785
Relyea Zuckerberg Hanson
Connecticut
$260K -$16.8K -122 -6%
JTWM
786
Jackson Thornton Wealth Management
Alabama
$260K +$266K +1,930 New
GFP
787
Gryphon Financial Partners
Ohio
$257K +$30K +218 +13%
OWP
788
Obermeyer Wealth Partners
Colorado
$255K -$62K -450 -19%
KWM
789
Keebeck Wealth Management
Illinois
$253K +$259K +1,879 New
SACTSONJ
790
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$253K -$14.7K -107 -5%
AWA
791
Aaron Wealth Advisors
Illinois
$252K -$112K -814 -30%
GA
792
Greenspring Advisors
Maryland
$252K -$1.38K -10 -0.5%
TIM
793
Triad Investment Management
California
$249K -$68.9K -500 -21%
MQWP
794
Morey & Quinn Wealth Partners
Nebraska
$246K +$13.8K +100 +6%
CWP
795
Curated Wealth Partners
California
$245K +$250K +1,816 New
SFS
796
Sowell Financial Services
Arkansas
$242K -$14.2K -103 -5%
DT
797
DV Trading
Illinois
$242K – – –
BOTPPF
798
Board of the Pension Protection Fund
United Kingdom
$242K +$248K +1,800 New
VFA
799
Valeo Financial Advisors
Indiana
$242K -$104K -758 -30%
RP
800
Riverwater Partners
Wisconsin
$241K -$7.16K -52 -3%
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