We are live on ! Find out more
CBRE icon

CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
PNAA
851
Pictet North America Advisors
Switzerland
$234K – – –
ZBNA
852
Zions Bancorporation, National Association
Utah
$234K +$134K +850 +140%
MYAM
853
Meiji Yasuda Asset Management
Japan
$231K +$1.57K +10 +0.7%
LAM
854
Longboard Asset Management
Arizona
$228K – – –
SP
855
SmartHarvest Portfolios
Washington
$227K +$222K +1,413 New
PFM
856
Patton Fund Management
Texas
$226K -$3.21M -20,408 -94%
EGA
857
E&G Advisors
Texas
$226K – – –
RCA
858
Resonant Capital Advisors
Wisconsin
$223K +$5.19K +33 +2%
BWP
859
Barlow Wealth Partners
Kentucky
$222K – – –
MCM
860
Mengis Capital Management
Oregon
$221K – – –
HBT
861
Heartland Bank & Trust
Illinois
$218K -$4.09K -26 -2%
XWL
862
XXI Wealth LLC
Illinois
$218K +$213K +1,356 New
PA
863
PharVision Advisers
Florida
$217K -$7.7K -49 -4%
DBRC
864
D.B. Root & Company
Pennsylvania
$216K -$46.9K -298 -18%
HCA
865
Harbour Capital Advisors
Virginia
$216K – – –
TCWA
866
Turtle Creek Wealth Advisors
Texas
$216K -$943 -6 -0.4%
HNB
867
Hilltop National Bank
Wyoming
$215K -$57.9K -368 -22%
AC
868
Avestar Capital
New York
$215K -$14K -89 -6%
SFO
869
Stokes Family Office
Louisiana
$214K +$2.04K +13 +1%
BWA
870
Basecamp Wealth Advisors
Washington
$214K +$210K +1,333 New
BEI
871
Benjamin Edwards Inc
Missouri
$213K +$208K +1,325 New
KWM
872
Kingsview Wealth Management
Oregon
$210K -$17.8K -113 -8%
NP
873
Nilsine Partners
Colorado
$210K +$205K +1,303 New
AA
874
Alta Advisers
United Kingdom
$209K -$47.2K -300 -19%
CAAS
875
Capital Asset Advisory Services
Michigan
$208K +$196K +1,246 New
33 34
35
36 37