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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
776
AlTi Global
New York
$321K -$2.2K -14 -0.7%
RZH
777
Relyea Zuckerberg Hanson
Connecticut
$319K -$2.04K -13 -0.7%
EWM
778
Evermay Wealth Management
Virginia
$316K -$7.86K -50 -2%
UCB
779
United Community Bank
South Carolina
$314K -$84.1K -535 -22%
LTAS
780
Linden Thomas Advisory Services
North Carolina
$313K +$1.57K +10 +0.5%
JSW
781
Journey Strategic Wealth
New Jersey
$308K +$57.2K +364 +23%
SFS
782
Sowell Financial Services
Arkansas
$308K +$3.46K +22 +1%
PFS
783
Prospera Financial Services
Texas
$307K +$7.86K +50 +3%
PP
784
PDS Planning
Ohio
$307K +$6.6K +42 +2%
PHWM
785
Palatine Hill Wealth Management
Michigan
$307K +$300K +1,909 New
YIH
786
Y-Intercept (HK)
Hong Kong
$306K -$2.17M -13,808 -88%
CNBOF
787
City National Bank of Florida
Florida
$303K +$27.5K +175 +10%
SAM
788
Silvercrest Asset Management
New York
$299K +$3.3K +21 +1%
MFS
789
Mirabella Financial Services
United Kingdom
$295K +$288K +1,833 New
FGP
790
Freestone Grove Partners
California
$295K -$58.5K -372 -17%
CAM
791
Cidel Asset Management
Ontario, Canada
$294K – – –
AF
792
Allworth Financial
California
$293K +$48.6K +309 +20%
GA
793
Greenspring Advisors
Maryland
$290K +$283K +1,802 New
WANY
794
Wealthspire Advisors (New York)
New York
$288K +$204K +1,295 +261%
TAM
795
Trillium Asset Management
Massachusetts
$287K – – –
EFA
796
Evernest Financial Advisors
Indiana
$286K -$97.3K -619 -27%
TFIPS
797
Towarzystwo Funduszy Inwestycyjnych PZU SA
$285K +$20.4K +130 +8%
IF
798
Intrua Financial
Texas
$284K – – –
1C
799
111 Capital
France
$284K +$36.5K +232 +15%
CIM
800
Contravisory Investment Management
Massachusetts
$283K -$5.19K -33 -2%
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