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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
551
Ropes Wealth Advisors
Massachusetts
$28K +$28.2K +537 New
FMII
552
Farmers & Merchants Investments Inc
Nebraska
$26K
VFA
553
Valeo Financial Advisors
Indiana
$25K +$1.16K +22 +5%
CCM
554
Covington Capital Management
California
$25K +$3.79K +72 +18%
FRA
555
Front Row Advisors
California
$24K -$316 -6 -1%
BCA
556
Berman Capital Advisors
Georgia
$23K
CFG
557
Citizens Financial Group
Rhode Island
$23K +$473 +9 +2%
NSIM
558
North Star Investment Management
Illinois
$21K +$21K +400 New
SFM
559
Systematic Financial Management
New Jersey
$20K -$1.6M -30,467 -99%
TL
560
TrueWealth LLC
Georgia
$20K
FHA
561
Flagship Harbor Advisors
Massachusetts
$18K +$15K +286 +409%
ACA
562
Atlas Capital Advisors
Wyoming
$17.3K -$12.6K -240 -42%
AWMS
563
Advocacy Wealth Management Services
Georgia
$17K
FMTCOCP
564
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$16K
PRC
565
Pearl River Capital
Michigan
$15K +$15K +286 New
NFG
566
Next Financial Group
Texas
$14K -$13K -247 -48%
SLF
567
Sun Life Financial
Ontario, Canada
$14K +$1.05K +20 +8%
PFBT
568
Parkside Financial Bank & Trust
Missouri
$13K +$2.94K +56 +29%
PCM
569
Penserra Capital Management
California
$12K -$312K -5,925 -96%
EW
570
Evoke Wealth
California
$11.8K +$11.7K +223 New
ME
571
McIlrath & Eck
Washington
$11K
CB
572
CNB Bank
Pennsylvania
$10K -$3.52K -67 -27%
CI
573
CX Institutional
Indiana
$10K -$2.58K -49 -20%
TFS
574
TrustCore Financial Services
Tennessee
$10K
FFC
575
First Financial Corp
Indiana
$10K +$9.73K +185 New