We are live on ! Find out more
CBRE icon

CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
BDWM
526
Brewin Dolphin Wealth Management
Ireland
$38.9K -$6.55K -116 -16%
MHR
527
Matthew Hamilton Rosenberg
$36K – – –
RWA
528
Ropes Wealth Advisors
Massachusetts
$35K +$1.02K +18 +3%
GWM
529
Geneos Wealth Management
Colorado
$33K -$27.8K -492 -46%
PMFA
530
Plante Moran Financial Advisors
Michigan
$33K +$1.47K +26 +5%
CI
531
CX Institutional
Indiana
$32K -$6.44K -114 -18%
CCA
532
Column Capital Advisors
Indiana
$32K – – –
FMII
533
Farmers & Merchants Investments Inc
Nebraska
$32K – – –
CCA
534
Childress Capital Advisors
Texas
$30K +$27K +478 New
BWL
535
Bogart Wealth LLC
Virginia
$29K – – –
FRA
536
Front Row Advisors
California
$28K – – –
PFBT
537
Parkside Financial Bank & Trust
Missouri
$28K +$565 +10 +2%
BCA
538
Berman Capital Advisors
Georgia
$28K +$1.24K +22 +5%
ZB
539
Zions Bancorporation
Utah
$26K -$904 -16 -4%
CCM
540
Covington Capital Management
California
$26K – – –
CIA
541
CSat Investment Advisory
Michigan
$25K -$68.8K -1,217 -75%
MC
542
Maverick Capital
Texas
$24K +$21.9K +387 New
FCA
543
FinTrust Capital Advisors
South Carolina
$23K – – –
SFM
544
Systematic Financial Management
New Jersey
$23K – – –
JGIA
545
Jackson Grant Investment Advisers
Connecticut
$23K +$20.4K +361 New
GLLW
546
Graves Light Lenhart Wealth
Virginia
$20K +$17.7K +314 New
VCG
547
Vantage Consulting Group
Virginia
$20K +$18.1K +320 New
TWA
548
TCI Wealth Advisors
Arizona
$19K -$961 -17 -5%
BFEC
549
Benjamin F. Edwards & Company
Missouri
$19K – – –
FMTCOCP
550
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$19K – – –
20 21
22
23 24