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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
SMA
776
Sage Mountain Advisors
Georgia
$209K -$67.4K -496 -24%
AA
777
Alta Advisers
United Kingdom
$209K +$217K +1,598 New
APG
778
Abacus Planning Group
South Carolina
$208K +$408 +3 +0.2%
TFP
779
Triune Financial Partners
Kansas
$207K +$136 +1 +0.1%
FA
780
Fermata Advisors
California
$207K +$215K +1,585 New
CL
781
CIM LLC
New York
$206K -$17.4K -128 -8%
TIAA Trust, National Association
782
TIAA Trust, National Association
North Carolina
$206K -$21.6K -159 -9%
1C
783
111 Capital
France
$205K +$213K +1,571 New
BCP
784
Blackhawk Capital Partners
Wisconsin
$205K +$213K +1,569 New
PP
785
PDS Planning
Ohio
$205K +$213K +1,565 New
OL
786
Optas LLC
Texas
$204K +$212K +1,561 New
TFIPS
787
Towarzystwo Funduszy Inwestycyjnych PZU SA
$201K +$17.7K +130 +9%
CMBA
788
C.M. Bidwell & Associates
Hawaii
$201K -$11.8K -87 -5%
WFI
789
West Family Investments
California
$200K -$1.22K -9 -0.6%
PCM
790
Penserra Capital Management
California
$195K -$94.4K -695 -32%
AssetMark Inc
791
AssetMark Inc
California
$192K +$3.94K +29 +2%
CI Investments Inc
792
CI Investments Inc
Ontario, Canada
$192K -$32.6K -240 -14%
CAWM
793
Capital A Wealth Management
Pennsylvania
$188K +$544 +4 +0.3%
MPWT
794
MassMutual Private Wealth & Trust
Connecticut
$185K +$50.8K +374 +36%
PAM
795
Paradigm Asset Management
New York
$183K
SC
796
SouthState Corp
Florida
$172K +$124K +910 +225%
ABWM
797
Alpine Bank Wealth Management
Colorado
$172K +$178K +1,313 New
ST
798
Smithfield Trust
Pennsylvania
$168K
BC
799
Bayforest Capital
United Kingdom
$157K +$114K +842 +236%
IA
800
IFP Advisors
Florida
$156K -$951 -7 -0.6%