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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
526
Doyle Wealth Management
Florida
$15K +$15.6K +376 New
HR
527
Howe & Rusling
New York
$14K – – –
CFA
528
Carroll Financial Associates
North Carolina
$14K +$703 +17 +5%
DBT
529
Dubuque Bank & Trust
Iowa
$13K – – –
CAM
530
Cresset Asset Management
Illinois
$13K +$13.6K +329 New
WAP
531
Wealthcare Advisory Partners
Pennsylvania
$12K – – –
IP
532
Intellectus Partners
California
$11K – – –
MOS
533
MGO One Seven
Ohio
$11K +$11.6K +280 New
BCA
534
Berman Capital Advisors
Georgia
$11K +$12.1K +293 New
PCP
535
Proficio Capital Partners
Massachusetts
$10K +$2.03K +49 +24%
CHP
536
Cable Hill Partners
Oregon
$9K – – –
GRP
537
Global Retirement Partners
California
$9K – – –
AIA
538
Alera Investment Advisors
Illinois
$9K +$9.22K +223 New
WIM
539
Westside Investment Management
California
$8.01K +$8.27K +200 New
ME
540
McIlrath & Eck
Washington
$8K – – –
PCA
541
Providence Capital Advisors
North Carolina
$8K – – –
RWA
542
River Wealth Advisors
Pennsylvania
$8K – – –
W
543
WealthOne
New York
$8K +$8.39K +203 New
WANY
544
Wealthspire Advisors (New York)
New York
$8K +$8.39K +203 New
TFS
545
TrustCore Financial Services
Tennessee
$7K – – –
VVP
546
Vulcan Value Partners
Alabama
$7K – – –
PFBT
547
Parkside Financial Bank & Trust
Missouri
$7K +$3.18K +77 +81%
CFA
548
Clarfeld Financial Advisors
New York
$7K +$6.74K +163 New
WPA
549
West Paces Advisors
Georgia
$6.37K – – –
RA
550
Rational Advisors
New York
$6K -$30.7K -743 -84%