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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
801
Howard Capital Management
Georgia
$241K +$246K +1,786 New
PCIA
802
Prime Capital Investment Advisors
Kansas
$240K -$40.1K -291 -14%
IF
803
Intrua Financial
Texas
$238K – – –
QI
804
Qtron Investments
Massachusetts
$236K – – –
AW
805
Atlas Wealth
Ohio
$235K – – –
AOWM
806
Asset One Wealth Management
Washington
$235K -$1.51K -11 -0.7%
SAI
807
Savvy Advisors Inc
New York
$235K +$240K +1,744 New
AI
808
Atom Investors
Texas
$233K +$239K +1,732 New
ISL
809
Ingalls & Snyder LLC
New York
$230K – – –
PCM
810
Penserra Capital Management
California
$230K +$3.86K +28 +2%
CWP
811
Core Wealth Partners
California
$229K – – –
DWM
812
Drive Wealth Management
Utah
$229K -$551 -4 -0.2%
AC
813
Armistice Capital
New York
$225K +$230K +1,673 New
MYAM
814
Meiji Yasuda Asset Management
Japan
$224K -$14.1K -102 -6%
LAM
815
L2 Asset Management
Massachusetts
$224K +$8.82K +64 +4%
TAM
816
Trillium Asset Management
Massachusetts
$223K -$3.44K -25 -1%
OL
817
Optas LLC
Texas
$223K +$16.7K +121 +8%
SR
818
Swiss Re
Switzerland
$221K +$205K +1,485 +946%
SCP
819
Sivia Capital Partners
California
$218K – – –
CWM
820
Circle Wealth Management
New Jersey
$216K – – –
DFA
821
DHJJ Financial Advisors
Illinois
$215K – – –
APG
822
Abacus Planning Group
South Carolina
$213K +$1.24K +9 +0.6%
MFP
823
Meridian Financial Partners
Virginia
$213K – – –
RCM
824
Requisite Capital Management
Texas
$212K +$217K +1,575 New
QWP
825
Quotient Wealth Partners
Texas
$211K +$216K +1,567 New
31 32
33
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