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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
GM
826
GeoWealth Management
Illinois
$211K -$37.1K -269 -15%
WCFA
827
Walkner Condon Financial Advisors
Wisconsin
$211K -$2.89K -21 -1%
AFM
828
Armstrong Fleming & Moore
District of Columbia
$209K – – –
CFP
829
Catalyst Financial Partners
Massachusetts
$206K +$211K +1,530 New
AO
830
Advisor OS
Illinois
$203K -$200K -1,455 -49%
PCM
831
Prelude Capital Management
New York
$201K -$37.9K -275 -16%
GT
832
Glenview Trust
Kentucky
$201K +$205K +1,490 New
BF
833
BOK Financial
Oklahoma
$199K +$56.6K +411 +38%
BWA
834
Basecamp Wealth Advisors
Washington
$190K +$25.8K +187 +15%
UCB
835
United Community Bank
South Carolina
$190K +$1.38K +10 +0.7%
HNB
836
Hilltop National Bank
Wyoming
$187K – – –
Los Angeles Capital Management
837
Los Angeles Capital Management
California
$181K – – –
VCM
838
Versant Capital Management
Arizona
$180K -$55.9K -406 -23%
MPWT
839
MassMutual Private Wealth & Trust
Connecticut
$174K -$40.6K -295 -19%
ST
840
Smithfield Trust
Pennsylvania
$173K – – –
ABWM
841
Alpine Bank Wealth Management
Colorado
$167K +$171K +1,238 New
USB
842
Union Savings Bank
Connecticut
$151K -$8.27K -60 -5%
GKIM
843
GW&K Investment Management
Massachusetts
$151K +$121K +876 +358%
HI
844
Harbour Investments
Wisconsin
$149K +$6.61K +48 +5%
QL
845
Quarry LP
New York
$148K +$110K +800 +267%
CFO
846
CVA Family Office
Colorado
$147K +$5.37K +39 +4%
QC
847
Quent Capital
New York
$144K +$7.16K +52 +5%
MGI
848
Miller Global Investments
Texas
$141K – – –
FCAS
849
First Command Advisory Services
Texas
$138K +$86K +624 +156%
EP
850
Essential Partners
California
$137K +$136K +990 +3,536%