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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
JA
551
JOYN Advisors
Georgia
$10K +$1.86K +39 +21%
Carson Wealth (CWM LLC)
552
Carson Wealth (CWM LLC)
Nebraska
$10K +$3.67K +77 +51%
GRP
553
Global Retirement Partners
California
$10K +$10.7K +225 New
PCP
554
Proficio Capital Partners
Massachusetts
$9K -$1.81K -38 -15%
ME
555
McIlrath & Eck
Washington
$9K – – –
PCA
556
Providence Capital Advisors
North Carolina
$9K – – –
RWA
557
River Wealth Advisors
Pennsylvania
$9K – – –
TFS
558
TrustCore Financial Services
Tennessee
$8K -$4.29K -90 -33%
TPWA
559
TRUE Private Wealth Advisors
Oregon
$7.76K +$8.39K +176 New
WPA
560
West Paces Advisors
Georgia
$7.01K – – –
VVP
561
Vulcan Value Partners
Alabama
$7K – – –
WB
562
Webster Bank
Connecticut
$7K +$7.34K +154 New
BFEC
563
Benjamin F. Edwards & Company
Missouri
$6K – – –
CFG
564
Citizens Financial Group
Rhode Island
$6K – – –
WTB
565
Washington Trust Bank
Washington
$6K – – –
CFGS
566
Concourse Financial Group Securities
Alabama
$6K +$6.44K +135 New
APP
567
Avantax Planning Partners
Iowa
$5K +$5.53K +116 New
Fidelity International
568
Fidelity International
Bermuda
$5K +$5.87K +123 New
FC
569
Ferris Capital
Massachusetts
$4K -$1.38K -29 -22%
PFBT
570
Parkside Financial Bank & Trust
Missouri
$4K -$238 -5 -5%
ACS
571
Archford Capital Strategies
Illinois
$4K – – –
OC
572
Oakworth Capital
Alabama
$4K – – –
FDCDDQ
573
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.57K – – –
AF
574
Allworth Financial
California
$3K – – –
FHA
575
Flagship Harbor Advisors
Massachusetts
$3K – – –