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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
1001
Vivid Wealth Management
Iowa
-$2.26M -17,219 Closed
SCM
1002
Sandler Capital Management
New York
-$1.99M -15,122 Closed
TFA
1003
Teamwork Financial Advisors
Texas
-$1.87M -14,271 Closed
AI
1004
Axiom Investors
Connecticut
-$1.86M -14,150 Closed
SGI
1005
Summit Global Investments
Utah
-$1.5M -11,453 Closed
AIM
1006
Adapt Investment Managers
Switzerland
-$1.19M -9,106 Closed
FFAS
1007
FIG Financial Advisory Services
Oklahoma
-$1.04M -7,925 Closed
CFGS
1008
Concourse Financial Group Securities
Alabama
-$1.02M -7,342 Closed
PRS
1009
Pinkerton Retirement Specialists
Idaho
-$882K -6,719 Closed
CRC
1010
Curi RMB Capital
Illinois
-$855K -6,513 Closed
CM
1011
Crestline Management
Texas
-$797K -6,067 Closed
CP
1012
CenterBook Partners
Connecticut
-$760K -5,790 Closed
YIH
1013
Y-Intercept (HK)
Hong Kong
-$746K -5,681 Closed
BFG
1014
Bleakley Financial Group
New Jersey
-$669K -5,096 Closed
Capstone Investment Advisors
1015
Capstone Investment Advisors
New York
-$666K -4,904 Closed
CPCPP
1016
Canada Post Corporation Pension Plan
Canada
-$612K -4,662 Closed
IFG
1017
Independent Financial Group
California
-$589K -4,488 Closed
MFS
1018
Miller Financial Services
Michigan
-$580K -4,420 Closed
CW
1019
CreativeOne Wealth
Kansas
-$572K -4,359 Closed
RIA
1020
Realta Investment Advisors
Delaware
-$569K -4,324 Closed
CIC
1021
Chase Investment Counsel
Virginia
-$515K -3,923 Closed
OQS
1022
Occudo Quantitative Strategies
Florida
-$499K -3,798 Closed
QWM
1023
Quadcap Wealth Management
Texas
-$432K -3,294 Closed
WPW
1024
Waldron Private Wealth
Pennsylvania
-$429K -3,268 Closed
RSWM
1025
Robertson Stephens Wealth Management
California
-$429K -3,267 Closed