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CBRE Group
CBRE

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