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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
AFM
826
Armstrong Fleming & Moore
District of Columbia
$209K
CFP
827
Catalyst Financial Partners
Massachusetts
$206K +$211K +1,530 New
AO
828
Advisor OS
Illinois
$203K -$200K -1,455 -49%
PCM
829
Prelude Capital Management
New York
$201K -$37.9K -275 -16%
GT
830
Glenview Trust
Kentucky
$201K +$205K +1,490 New
BF
831
BOK Financial
Oklahoma
$199K +$56.6K +411 +38%
BWA
832
Basecamp Wealth Advisors
Washington
$190K +$25.8K +187 +15%
UCB
833
United Community Bank
South Carolina
$190K +$1.38K +10 +0.7%
HNB
834
Hilltop National Bank
Wyoming
$187K
Los Angeles Capital Management
835
Los Angeles Capital Management
California
$181K
VCM
836
Versant Capital Management
Arizona
$180K -$55.9K -406 -23%
MPWT
837
MassMutual Private Wealth & Trust
Connecticut
$174K -$40.6K -295 -19%
ST
838
Smithfield Trust
Pennsylvania
$173K
ABWM
839
Alpine Bank Wealth Management
Colorado
$167K +$171K +1,238 New
USB
840
Union Savings Bank
Connecticut
$151K -$8.27K -60 -5%
GKIM
841
GW&K Investment Management
Massachusetts
$151K +$121K +876 +358%
HI
842
Harbour Investments
Wisconsin
$149K +$6.61K +48 +5%
QL
843
Quarry LP
New York
$148K +$110K +800 +267%
CFO
844
CVA Family Office
Colorado
$147K +$5.37K +39 +4%
QC
845
Quent Capital
New York
$144K +$7.16K +52 +5%
MGI
846
Miller Global Investments
Texas
$141K
FCAS
847
First Command Advisory Services
Texas
$138K +$86K +624 +156%
EP
848
Essential Partners
California
$137K +$136K +990 +3,536%
HIM
849
Hillsdale Investment Management
Ontario, Canada
$135K
SWA
850
SOA Wealth Advisors
New York
$126K -$41.3K -300 -24%