We are live on ! Find out more
CBRE icon

CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
PGWM
501
Parisi Gray Wealth Management
New Jersey
$70K
GWM
502
Geneos Wealth Management
Colorado
$68K +$50K +1,049 +210%
GIC
503
GFI Investment Counsel
Ontario, Canada
$66K
SWP
504
Stratos Wealth Partners
Ohio
$65K +$70.7K +1,482 New
FHA
505
First Horizon Advisors
Tennessee
$64K
MUS
506
Mitsubishi UFJ Securities
Japan
$59K
PG
507
Patten Group
Tennessee
$58K
TRCT
508
Tower Research Capital (TRC)
New York
$52K -$1.46M -30,606 -96%
YWP
509
YorkBridge Wealth Partners
New York
$52K
PCG
510
Private Capital Group
Connecticut
$52K +$6.49K +136 +13%
CWSR
511
Chessman Wealth Strategies RIA
Texas
$52K +$56.3K +1,180 New
TG
512
TLP Group
Illinois
$48K +$33.1K +694 +177%
CGT
513
Capital Guardian Trust
California
$44K +$47.1K +987 New
FANJ
514
Financial Architects (New Jersey)
New Jersey
$40K -$668 -14 -2%
GLI
515
Guardian Life Insurance
New York
$40K +$2.81K +59 +7%
RA
516
Rational Advisors
New York
$39K -$972K -20,384 -96%
SLF
517
Sun Life Financial
Ontario, Canada
$38K +$2.19K +46 +6%
MCM
518
Manchester Capital Management
Vermont
$37K
ST
519
Smithfield Trust
Pennsylvania
$35K
TL
520
TrueWealth LLC
Georgia
$33K
FMII
521
Farmers & Merchants Investments Inc
Nebraska
$33K +$525 +11 +1%
FPFS
522
First Personal Financial Services
North Carolina
$32K +$7.2K +151 +26%
TWA
523
TCI Wealth Advisors
Arizona
$31K -$1.86K -39 -5%
ARMT
524
Amica Retiree Medical Trust
Rhode Island
$31K
KA
525
Kaizen Advisory
Illinois
$31K