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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
501
Carroll Financial Associates
North Carolina
$30K +$497 +9 +1%
KPW
502
Kore Private Wealth
New York
$28K +$10.7K +194 +35%
BC
503
Barnett & Company
Tennessee
$27K
EWM
504
EPG Wealth Management
Georgia
$26K +$38.7K +700 New
RE
505
RBC Europe
United Kingdom
$25.5K
Rockefeller Capital Management
506
Rockefeller Capital Management
New York
$24K -$26.1K -473 -43%
BDWM
507
Brewin Dolphin Wealth Management
Ireland
$23.4K
TPCW
508
TD Private Client Wealth
New York
$23.3K +$4.37K +79 +15%
CYG
509
Clean Yield Group
Vermont
$22K
VFA
510
Valeo Financial Advisors
Indiana
$21K -$15.8K -286 -38%
AWMS
511
Advocacy Wealth Management Services
Georgia
$21K +$8.84K +160 +38%
ST
512
Smithfield Trust
Pennsylvania
$20K -$9.89K -179 -26%
EFSCE
513
Enterprise Financial Services Corp (EFSC)
Missouri
$20K -$718 -13 -2%
RWA
514
Ropes Wealth Advisors
Massachusetts
$20K
CCA
515
Column Capital Advisors
Indiana
$19K -$4.7K -85 -14%
FRA
516
Front Row Advisors
California
$19K
FMII
517
Farmers & Merchants Investments Inc
Nebraska
$19K +$166 +3 +0.6%
BCA
518
Berman Capital Advisors
Georgia
$19K +$3.76K +68 +14%
LSA
519
Lion Street Advisors
Texas
$19K +$27.4K +495 New
FAM
520
Fred Alger Management
New York
$19K +$27.6K +500 New
PCM
521
Penserra Capital Management
California
$18K -$2.93M -52,937 -99%
BWL
522
Bogart Wealth LLC
Virginia
$18K
ZB
523
Zions Bancorporation
Utah
$16K -$6.52K -118 -21%
CCM
524
Covington Capital Management
California
$15K -$3.98K -72 -15%
CDIA
525
Capital Directions Investment Advisors
Georgia
$15K