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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
MA
826
MJP Associates
Connecticut
$215K +$7.6K +50 +3%
WCFA
827
Walkner Condon Financial Advisors
Wisconsin
$215K -$108K -712 -31%
APG
828
Abacus Planning Group
South Carolina
$213K -$19.3K -127 -7%
WWM
829
Walser Wealth Management
Florida
$213K +$239K +1,575 New
WS
830
Wedbush Securities
California
$213K -$17.6K -116 -7%
PFM
831
Patton Fund Management
Texas
$212K +$23.7K +156 +11%
AFM
832
Armstrong Fleming & Moore
District of Columbia
$211K +$11.7K +77 +5%
CIM
833
Cambria Investment Management
California
$208K +$234K +1,538 New
OL
834
Optas LLC
Texas
$208K -$6.23K -41 -3%
CPW
835
Crestmont Private Wealth
Texas
$208K
MFP
836
Meridian Financial Partners
Virginia
$208K -$6.08K -40 -3%
AG
837
AlTi Global
New York
$208K -$70.7K -465 -23%
HCA
838
Harbour Capital Advisors
Virginia
$207K -$152 -1 -0.1%
CAU
839
Caxton Associates (UK)
$206K -$127K -838 -36%
EFA
840
Evernest Financial Advisors
Indiana
$205K -$40.6K -267 -16%
RCA
841
Resonant Capital Advisors
Wisconsin
$203K +$16.9K +111 +8%
BC
842
Burney Company
Virginia
$203K -$158K -1,042 -41%
TCWA
843
Turtle Creek Wealth Advisors
Texas
$202K +$23.2K +153 +11%
C
844
Certuity
Florida
$202K +$1.98K +13 +0.9%
PCIG
845
Partners Capital Investment Group
Massachusetts
$201K
UCB
846
United Community Bank
South Carolina
$189K -$84.5K -556 -28%
HNB
847
Hilltop National Bank
Wyoming
$188K +$7.14K +47 +4%
CIAM
848
Caitong International Asset Management
Hong Kong
$188K +$43.8K +288 +26%
GCM
849
Gladstone Capital Management
United Kingdom
$182K -$11.7M -77,097 -99%
Los Angeles Capital Management
850
Los Angeles Capital Management
California
$182K -$24.3M -159,787 -99%