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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
HS
551
Horan Securities
United States
$8K – – –
PA
552
Procyon Advisors
Connecticut
$8K +$388 +9 +6%
WPA
553
West Paces Advisors
Georgia
$7.19K – – –
TL
554
TrueWealth LLC
Georgia
$7K -$9.83K -228 -60%
EWP
555
Engrave Wealth Partners
Texas
$6K – – –
WT
556
Washington Trust
Rhode Island
$5K -$1.55K -36 -26%
Fidelity International
557
Fidelity International
Bermuda
$4K – – –
TFO
558
Tarbox Family Office
California
$4K +$1.85K +43 +84%
SIM
559
Sonora Investment Management
Arizona
$4K +$3.49K +81 New
ED
560
Exane Derivatives
France
$3.48K – – –
SWA
561
Sutton Wealth Advisors
Florida
$3.03K – – –
GWS
562
Glassman Wealth Services
Virginia
$3K -$259 -6 -8%
AF
563
Allworth Financial
California
$3K – – –
FBT
564
First Bank & Trust
South Dakota
$3K – – –
SQA
565
Simon Quick Advisors
New Jersey
$3K – – –
UFF
566
USA Financial Formulas
Michigan
$2K -$1.43M -33,109 -100%
SFSIG
567
San Francisco Sentry Investment Group
California
$2K -$500K -11,597 -100%
FHA
568
First Horizon Advisors
Tennessee
$2K -$36.3K -842 -93%
EFSCE
569
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$20.6K -478 -90%
CHA
570
Carmichael Hill & Associates
Maryland
$2K – – –
M
571
MOTCO
Texas
$2K – – –
TI
572
tru Independence
Oregon
$2K – – –
FMP
573
Financial Management Professionals
Texas
$2K +$1.73K +40 New
THWM
574
Taylor Hoffman Wealth Management
Virginia
$2K +$1.73K +40 New
VNA
575
Valley National Advisers
Pennsylvania
$2K +$1.81K +42 New