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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
IA
551
IFP Advisors
Florida
$53K -$5.09K -92 -10%
FHA
552
First Horizon Advisors
Tennessee
$51K – – –
MCM
553
Manchester Capital Management
Vermont
$51K – – –
CFA
554
Carroll Financial Associates
North Carolina
$49K +$775 +14 +2%
VCP
555
Verus Capital Partners
Arizona
$49K +$44.3K +800 New
VFA
556
Valeo Financial Advisors
Indiana
$47K +$16.3K +295 +64%
AF
557
Advisornet Financial
Minnesota
$45K – – –
ASN
558
Advisory Services Network
Georgia
$44K -$117K -2,117 -74%
BC
559
Barnett & Company
Tennessee
$44K -$15.5K -280 -28%
PCIA
560
Prime Capital Investment Advisors
Kansas
$42K – – –
ST
561
Smithfield Trust
Pennsylvania
$42K – – –
GDP
562
Great Diamond Partners
Maine
$42K +$38.4K +693 New
CHAM
563
Clear Harbor Asset Management
Connecticut
$41.7K +$37.7K +680 New
RE
564
RBC Europe
United Kingdom
$41.4K – – –
EI
565
Ellevest Inc
New York
$41K +$35.6K +643 +3,384%
OSAM
566
O'Shaughnessy Asset Management
Connecticut
$41K +$37.2K +671 New
BDWM
567
Brewin Dolphin Wealth Management
Ireland
$38K – – –
SQA
568
Simon Quick Advisors
New Jersey
$38K +$29.5K +532 +605%
HFM
569
Harvest Fund Management
China
$38K +$34.6K +625 New
CCA
570
Column Capital Advisors
Indiana
$36K +$32.8K +593 New
CYG
571
Clean Yield Group
Vermont
$35K – – –
ZB
572
Zions Bancorporation
Utah
$34K -$222 -4 -0.7%
KPW
573
Kore Private Wealth
New York
$34K +$30.9K +557 New
TPCW
574
TD Private Client Wealth
New York
$33K +$29.9K +539 New
RWA
575
Ropes Wealth Advisors
Massachusetts
$33K – – –