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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
776
PDS Planning
Ohio
$269K +$20.1K +146 +8%
MF
777
Magnetar Financial
Illinois
$269K +$275K +1,995 New
PCA
778
Pallas Capital Advisors
Massachusetts
$267K +$273K +1,983 New
WWM
779
Walser Wealth Management
Florida
$266K +$55.5K +403 +26%
MOS
780
MGO One Seven
Ohio
$266K -$10.7K -78 -4%
EWM
781
Evermay Wealth Management
Virginia
$265K – – –
AG
782
AlTi Global
New York
$263K +$58K +421 +27%
RZH
783
Relyea Zuckerberg Hanson
Connecticut
$260K -$16.8K -122 -6%
JTWM
784
Jackson Thornton Wealth Management
Alabama
$260K +$266K +1,930 New
GFP
785
Gryphon Financial Partners
Ohio
$257K +$30K +218 +13%
OWP
786
Obermeyer Wealth Partners
Colorado
$255K -$62K -450 -19%
KWM
787
Keebeck Wealth Management
Illinois
$253K +$259K +1,879 New
SACTSONJ
788
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$253K -$14.7K -107 -5%
AWA
789
Aaron Wealth Advisors
Illinois
$252K -$112K -814 -30%
GA
790
Greenspring Advisors
Maryland
$252K -$1.38K -10 -0.5%
TIM
791
Triad Investment Management
California
$249K -$68.9K -500 -21%
MQWP
792
Morey & Quinn Wealth Partners
Nebraska
$246K +$13.8K +100 +6%
CWP
793
Curated Wealth Partners
California
$245K +$250K +1,816 New
SFS
794
Sowell Financial Services
Arkansas
$242K -$14.2K -103 -5%
DT
795
DV Trading
Illinois
$242K – – –
BOTPPF
796
Board of the Pension Protection Fund
United Kingdom
$242K +$248K +1,800 New
VFA
797
Valeo Financial Advisors
Indiana
$242K -$104K -758 -30%
RP
798
Riverwater Partners
Wisconsin
$241K -$7.16K -52 -3%
HCM
799
Howard Capital Management
Georgia
$241K +$246K +1,786 New
PCIA
800
Prime Capital Investment Advisors
Kansas
$240K -$40.1K -291 -14%
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