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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
TWA
501
TCI Wealth Advisors
Arizona
$30K -$27.7K -502 -38%
VCP
502
Verus Capital Partners
Arizona
$30K – – –
CFA
503
Carroll Financial Associates
North Carolina
$30K +$497 +9 +1%
KPW
504
Kore Private Wealth
New York
$28K +$10.7K +194 +35%
BC
505
Barnett & Company
Tennessee
$27K – – –
EWM
506
EPG Wealth Management
Georgia
$26K +$38.7K +700 New
RE
507
RBC Europe
United Kingdom
$25.5K – – –
Rockefeller Capital Management
508
Rockefeller Capital Management
New York
$24K -$26.1K -473 -43%
BDWM
509
Brewin Dolphin Wealth Management
Ireland
$23.4K – – –
TPCW
510
TD Private Client Wealth
New York
$23.3K +$4.37K +79 +15%
CYG
511
Clean Yield Group
Vermont
$22K – – –
VFA
512
Valeo Financial Advisors
Indiana
$21K -$15.8K -286 -38%
AWMS
513
Advocacy Wealth Management Services
Georgia
$21K +$8.84K +160 +38%
ST
514
Smithfield Trust
Pennsylvania
$20K -$9.89K -179 -26%
EFSCE
515
Enterprise Financial Services Corp (EFSC)
Missouri
$20K -$718 -13 -2%
RWA
516
Ropes Wealth Advisors
Massachusetts
$20K – – –
CCA
517
Column Capital Advisors
Indiana
$19K -$4.7K -85 -14%
FRA
518
Front Row Advisors
California
$19K – – –
FMII
519
Farmers & Merchants Investments Inc
Nebraska
$19K +$166 +3 +0.6%
BCA
520
Berman Capital Advisors
Georgia
$19K +$3.76K +68 +14%
LSA
521
Lion Street Advisors
Texas
$19K +$27.4K +495 New
FAM
522
Fred Alger Management
New York
$19K +$27.6K +500 New
PCM
523
Penserra Capital Management
California
$18K -$2.93M -52,937 -99%
BWL
524
Bogart Wealth LLC
Virginia
$18K – – –
ZB
525
Zions Bancorporation
Utah
$16K -$6.52K -118 -21%