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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
551
Manchester Capital Management
Vermont
$51K – – –
CFA
552
Carroll Financial Associates
North Carolina
$49K +$775 +14 +2%
VCP
553
Verus Capital Partners
Arizona
$49K +$44.3K +800 New
VFA
554
Valeo Financial Advisors
Indiana
$47K +$16.3K +295 +64%
AF
555
Advisornet Financial
Minnesota
$45K – – –
ASN
556
Advisory Services Network
Georgia
$44K -$117K -2,117 -74%
BC
557
Barnett & Company
Tennessee
$44K -$15.5K -280 -28%
PCIA
558
Prime Capital Investment Advisors
Kansas
$42K – – –
ST
559
Smithfield Trust
Pennsylvania
$42K – – –
GDP
560
Great Diamond Partners
Maine
$42K +$38.4K +693 New
CHAM
561
Clear Harbor Asset Management
Connecticut
$41.7K +$37.7K +680 New
RE
562
RBC Europe
United Kingdom
$41.4K – – –
EI
563
Ellevest Inc
New York
$41K +$35.6K +643 +3,384%
OSAM
564
O'Shaughnessy Asset Management
Connecticut
$41K +$37.2K +671 New
BDWM
565
Brewin Dolphin Wealth Management
Ireland
$38K – – –
SQA
566
Simon Quick Advisors
New Jersey
$38K +$29.5K +532 +605%
HFM
567
Harvest Fund Management
China
$38K +$34.6K +625 New
CCA
568
Column Capital Advisors
Indiana
$36K +$32.8K +593 New
CYG
569
Clean Yield Group
Vermont
$35K – – –
ZB
570
Zions Bancorporation
Utah
$34K -$222 -4 -0.7%
KPW
571
Kore Private Wealth
New York
$34K +$30.9K +557 New
TPCW
572
TD Private Client Wealth
New York
$33K +$29.9K +539 New
RWA
573
Ropes Wealth Advisors
Massachusetts
$33K – – –
EFSCE
574
Enterprise Financial Services Corp (EFSC)
Missouri
$33K +$24.6K +445 +454%
FHA
575
Flagship Harbor Advisors
Massachusetts
$31K +$8.03K +145 +41%
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