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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
776
Moran Wealth Management
Florida
$269K -$21K -138 -7%
DT
777
Diversified Trust
Tennessee
$269K -$6.84K -45 -2%
SIA
778
Soltis Investment Advisors
Utah
$267K -$13.4K -88 -4%
EWM
779
Evermay Wealth Management
Virginia
$266K
LIM
780
Leavell Investment Management
Alabama
$261K +$30.8K +203 +12%
FISPB
781
Fideuram - Intesa Sanpaolo Private Banking
$259K -$164K -1,082 -36%
SFS
782
Sowell Financial Services
Arkansas
$258K -$1.52K -10 -0.5%
EPW
783
Evolve Private Wealth
California
$255K +$286K +1,884 New
GA
784
Greenspring Advisors
Maryland
$255K +$11.7K +77 +4%
VC
785
VarCov Co
Connecticut
$251K +$40.4K +266 +17%
PP
786
PDS Planning
Ohio
$251K -$8.81K -58 -3%
AOWM
787
Asset One Wealth Management
Washington
$251K +$254K +1,674 New
MG
788
Mather Group
Illinois
$250K -$92.2K -607 -25%
RP
789
Riverwater Partners
Wisconsin
$250K +$280K +1,844 New
SAM
790
Silvercrest Asset Management
New York
$249K -$3.19K -21 -1%
GM
791
GeoWealth Management
Illinois
$249K +$13.8K +91 +5%
VDC
792
Van Diest Capital
Iowa
$246K +$81.3K +535 +42%
Walleye Capital
793
Walleye Capital
New York
$246K +$275K +1,813 New
DT
794
DV Trading
Illinois
$244K +$228K +1,500 +500%
VA
795
VestGen Advisors
Illinois
$243K +$30.1K +198 +13%
PCM
796
Prelude Capital Management
New York
$240K -$1.85M -12,195 -87%
IF
797
Intrua Financial
Texas
$239K
MYAM
798
Meiji Yasuda Asset Management
Japan
$239K +$50K +329 +23%
CIM
799
Contravisory Investment Management
Massachusetts
$238K -$608 -4 -0.2%
QI
800
Qtron Investments
Massachusetts
$237K