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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
TL
551
TrueWealth LLC
Georgia
$20K -$18.7K -376 -50%
CFGS
552
Concourse Financial Group Securities
Alabama
$20K +$12.9K +260 +202%
SF
553
Synovus Financial
Georgia
$18K -$6.41K -129 -27%
AWMS
554
Advocacy Wealth Management Services
Georgia
$17K +$16.3K +328 New
NIM
555
NuWave Investment Management
New Jersey
$15K -$165K -3,323 -92%
RA
556
Rational Advisors
New York
$15K -$17.3K -349 -55%
WAP
557
Wealthcare Advisory Partners
Pennsylvania
$15K – – –
PCP
558
Proficio Capital Partners
Massachusetts
$15K +$2.14K +43 +17%
FMTCOCP
559
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$15K +$14.9K +300 New
SLF
560
Sun Life Financial
Ontario, Canada
$13K -$13.8K -278 -52%
CB
561
CNB Bank
Pennsylvania
$13K +$3.33K +67 +36%
CI
562
CX Institutional
Indiana
$12K -$23.3K -469 -66%
ME
563
McIlrath & Eck
Washington
$10K – – –
PFBT
564
Parkside Financial Bank & Trust
Missouri
$10K +$398 +8 +4%
ESB
565
Essex Savings Bank
Connecticut
$10K +$4.52K +91 +100%
TFS
566
TrustCore Financial Services
Tennessee
$9K – – –
WPA
567
West Paces Advisors
Georgia
$8.16K – – –
First Manhattan
568
First Manhattan
New York
$8K – – –
VVP
569
Vulcan Value Partners
Alabama
$8K – – –
WB
570
Webster Bank
Connecticut
$8K – – –
BL
571
Balentine LLC
Georgia
$7K +$348 +7 +5%
AF
572
Advisornet Financial
Minnesota
$7K +$6.46K +130 New
GAM
573
Gemmer Asset Management
California
$7K +$6.81K +137 New
HR
574
Howe & Rusling
New York
$7K +$6.96K +140 New
Fidelity International
575
Fidelity International
Bermuda
$6K – – –