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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
PA
551
Procyon Advisors
Connecticut
$8K +$388 +9 +6%
WPA
552
West Paces Advisors
Georgia
$7.19K
TL
553
TrueWealth LLC
Georgia
$7K -$9.83K -228 -60%
EWP
554
Engrave Wealth Partners
Texas
$6K
WT
555
Washington Trust
Rhode Island
$5K -$1.55K -36 -26%
Fidelity International
556
Fidelity International
Bermuda
$4K
TFO
557
Tarbox Family Office
California
$4K +$1.85K +43 +84%
SIM
558
Sonora Investment Management
Arizona
$4K +$3.49K +81 New
ED
559
Exane Derivatives
France
$3.48K
SWA
560
Sutton Wealth Advisors
Florida
$3.03K
GWS
561
Glassman Wealth Services
Virginia
$3K -$259 -6 -8%
AF
562
Allworth Financial
California
$3K
FBT
563
First Bank & Trust
South Dakota
$3K
SQA
564
Simon Quick Advisors
New Jersey
$3K
UFF
565
USA Financial Formulas
Michigan
$2K -$1.43M -33,109 -100%
SFSIG
566
San Francisco Sentry Investment Group
California
$2K -$500K -11,597 -100%
FHA
567
First Horizon Advisors
Tennessee
$2K -$36.3K -842 -93%
EFSCE
568
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$20.6K -478 -90%
CHA
569
Carmichael Hill & Associates
Maryland
$2K
M
570
MOTCO
Texas
$2K
FMP
571
Financial Management Professionals
Texas
$2K +$1.73K +40 New
THWM
572
Taylor Hoffman Wealth Management
Virginia
$2K +$1.73K +40 New
VNA
573
Valley National Advisers
Pennsylvania
$2K +$1.81K +42 New
KWM
574
Keebeck Wealth Management
Illinois
$2K +$2.33K +54 New
RWM
575
Raffa Wealth Management
District of Columbia
$1.58K +$216 +5 +17%