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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
801
GeoWealth Management
Illinois
$280K -$954K -6,068 -78%
MPWT
802
MassMutual Private Wealth & Trust
Connecticut
$280K +$5.82K +37 +2%
MQWP
803
Morey & Quinn Wealth Partners
Nebraska
$278K +$15.7K +100 +6%
7WCP
804
71 West Capital Partners
Massachusetts
$277K +$271K +1,725 New
LIM
805
Leavell Investment Management
Alabama
$277K +$14.3K +91 +6%
ISL
806
Ingalls & Snyder LLC
New York
$275K – – –
APG
807
Abacus Planning Group
South Carolina
$274K +$14K +89 +6%
DWM
808
Drive Wealth Management
Utah
$273K -$4.72K -30 -2%
CWP
809
Core Wealth Partners
California
$273K – – –
CWP
810
Curated Wealth Partners
California
$272K +$266K +1,693 New
SW
811
SVB Wealth
Massachusetts
$272K -$13.4K -85 -5%
WS
812
Wedbush Securities
California
$271K +$18.1K +115 +7%
SPC
813
Sigma Planning Corp
Michigan
$270K +$1.26K +8 +0.5%
FMI
814
Frec Markets Inc
California
$269K +$263K +1,675 New
PCM
815
Palisade Capital Management
New Jersey
$269K +$263K +1,670 New
GFP
816
Gryphon Financial Partners
Ohio
$268K +$5.19K +33 +2%
CI
817
Conning Inc
Connecticut
$266K -$82.9K -527 -24%
CAM
818
Cresset Asset Management
Illinois
$265K +$260K +1,651 New
MFP
819
Meridian Financial Partners
Virginia
$263K -$157 -1 -0.1%
CGL
820
Clarius Group LLC
Washington
$262K +$157 +1 +0.1%
ICP
821
Interchange Capital Partners
Pennsylvania
$262K +$256K +1,630 New
PCM
822
Penserra Capital Management
California
$262K -$3.62K -23 -1%
GS
823
GWN Securities
Florida
$261K +$255K +1,625 New
CWM
824
Circle Wealth Management
New Jersey
$258K +$1.57K +10 +0.6%
IWC
825
Integrated Wealth Concepts
Massachusetts
$258K -$218K -1,386 -46%
31 32
33
34 35