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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
526
Carroll Financial Associates
North Carolina
$14K +$703 +17 +5%
DBT
527
Dubuque Bank & Trust
Iowa
$13K – – –
CAM
528
Cresset Asset Management
Illinois
$13K +$13.6K +329 New
WAP
529
Wealthcare Advisory Partners
Pennsylvania
$12K – – –
IP
530
Intellectus Partners
California
$11K – – –
MOS
531
MGO One Seven
Ohio
$11K +$11.6K +280 New
BCA
532
Berman Capital Advisors
Georgia
$11K +$12.1K +293 New
PCP
533
Proficio Capital Partners
Massachusetts
$10K +$2.03K +49 +24%
CHP
534
Cable Hill Partners
Oregon
$9K – – –
GRP
535
Global Retirement Partners
California
$9K – – –
AIA
536
Alera Investment Advisors
Illinois
$9K +$9.22K +223 New
WIM
537
Westside Investment Management
California
$8.01K +$8.27K +200 New
ME
538
McIlrath & Eck
Washington
$8K – – –
PCA
539
Providence Capital Advisors
North Carolina
$8K – – –
RWA
540
River Wealth Advisors
Pennsylvania
$8K – – –
W
541
WealthOne
New York
$8K +$8.39K +203 New
WANY
542
Wealthspire Advisors (New York)
New York
$8K +$8.39K +203 New
TFS
543
TrustCore Financial Services
Tennessee
$7K – – –
VVP
544
Vulcan Value Partners
Alabama
$7K – – –
PFBT
545
Parkside Financial Bank & Trust
Missouri
$7K +$3.18K +77 +81%
CFA
546
Clarfeld Financial Advisors
New York
$7K +$6.74K +163 New
PAMU
547
Pictet Asset Management (UK)
United Kingdom
$6.42K -$194K -4,700 -3%
WPA
548
West Paces Advisors
Georgia
$6.37K – – –
RA
549
Rational Advisors
New York
$6K -$30.7K -743 -84%
TCOV
550
Trust Company of Vermont
Vermont
$6K -$4.71K -114 -43%
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