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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
826
Integrated Wealth Concepts
Massachusetts
$258K -$218K -1,386 -46%
DFA
827
DHJJ Financial Advisors
Illinois
$256K -$629 -4 -0.3%
SMA
828
Sage Mountain Advisors
Georgia
$256K +$43.1K +274 +21%
VC
829
VarCov Co
Connecticut
$255K +$250K +1,587 New
OL
830
Optas LLC
Texas
$254K +$4.25K +27 +2%
GLA
831
Great Lakes Advisors
Illinois
$251K +$16K +102 +7%
AC
832
AlphaCore Capital
California
$251K +$245K +1,560 New
FPAS
833
Focus Partners Advisor Solutions
Missouri
$249K -$114K -727 -32%
NG
834
Norden Group
Utah
$248K +$242K +1,540 New
MA
835
MJP Associates
Connecticut
$247K +$8.8K +56 +4%
CP
836
Canopy Partners
Ohio
$247K -$20.3K -129 -8%
CPW
837
Crestmont Private Wealth
Texas
$247K – – –
QWP
838
Quotient Wealth Partners
Texas
$244K +$157 +1 +0.1%
GIC
839
GFI Investment Counsel
Ontario, Canada
$241K – – –
VA
840
VestGen Advisors
Illinois
$239K +$234K +1,488 New
LAM
841
L2 Asset Management
Massachusetts
$239K +$18.6K +118 +9%
PCIG
842
Partners Capital Investment Group
Massachusetts
$239K – – –
MCM
843
Mainstream Capital Management
California
$238K -$38.7K -246 -14%
TFP
844
Triune Financial Partners
Kansas
$238K -$30K -191 -12%
HWMO
845
Heritage Wealth Management (Ohio)
Ohio
$238K – – –
AFM
846
Armstrong Fleming & Moore
District of Columbia
$237K – – –
C
847
Certuity
Florida
$237K +$5.82K +37 +3%
VT
848
Volterra Technologies
New York
$237K +$232K +1,475 New
GT
849
Glenview Trust
Kentucky
$236K +$7.08K +45 +3%
IWM
850
IHT Wealth Management
Illinois
$236K -$2.67K -17 -1%
32 33
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35 36