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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1126
Covenant Partners
Tennessee
– -$454K -2,825 Closed
HAG
1127
HighPoint Advisor Group
Illinois
– -$453K -2,816 Closed
AWM
1128
Axxcess Wealth Management
California
– -$399K -2,480 Closed
XT
1129
XTX Topco
Cayman Islands
– -$376K -2,339 Closed
CCA
1130
Childress Capital Advisors
Texas
– -$363K -2,257 Closed
WFI
1131
West Family Investments
California
– -$358K -2,229 Closed
AHL
1132
Abel Hall LLC
Louisiana
– -$352K -2,190 Closed
HCM
1133
Howard Capital Management
Georgia
– -$342K -2,125 Closed
ACA
1134
Aptus Capital Advisors
Alabama
– -$335K -2,082 Closed
PHWM
1135
Palatine Hill Wealth Management
Michigan
– -$307K -1,909 Closed
MFS
1136
Mirabella Financial Services
United Kingdom
– -$295K -1,833 Closed
WANY
1137
Wealthspire Advisors (New York)
New York
– -$288K -1,791 Closed
1C
1138
111 Capital
France
– -$284K -1,768 Closed
CWP
1139
Curated Wealth Partners
California
– -$272K -1,693 Closed
SW
1140
SVB Wealth
Massachusetts
– -$272K -1,692 Closed
CI
1141
Conning Inc
Connecticut
– -$266K -1,653 Closed
CAM
1142
Cresset Asset Management
Illinois
– -$265K -1,651 Closed
ICP
1143
Interchange Capital Partners
Pennsylvania
– -$262K -1,630 Closed
SMA
1144
Sage Mountain Advisors
Georgia
– -$256K -1,591 Closed
GLA
1145
Great Lakes Advisors
Illinois
– -$251K -1,564 Closed
AC
1146
AlphaCore Capital
California
– -$251K -1,560 Closed
NG
1147
Norden Group
Utah
– -$248K -1,540 Closed
CP
1148
Canopy Partners
Ohio
– -$247K -1,536 Closed
QWP
1149
Quotient Wealth Partners
Texas
– -$244K -1,518 Closed
GIC
1150
GFI Investment Counsel
Ontario, Canada
– -$241K -1,500 Closed
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