We are live on ! Find out more
CBRE icon

CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
P
551
Pitcairn
Pennsylvania
$227K -$2.23K -24 -1%
PCP
552
Proficio Capital Partners
Massachusetts
$226K -$23.1K -249 -10%
CCA
553
Checchi Capital Advisers
California
$226K +$215K +2,317 New
OWA
554
One Wealth Advisors
California
$221K -$141K -1,517 -40%
RB
555
Renasant Bank
Mississippi
$221K -$14.3K -154 -6%
RC
556
RegentAtlantic Capital
New Jersey
$221K +$211K +2,266 New
ST
557
Smithfield Trust
Pennsylvania
$220K +$85.1K +916 +69%
MAM
558
Meeder Asset Management
Ohio
$219K +$6.78K +73 +3%
MWM
559
Minot Wealth Management
Massachusetts
$217K +$207K +2,229 New
WFI
560
West Family Investments
California
$215K +$206K +2,212 New
WP
561
WMS Partners
Maryland
$212K +$203K +2,180 New
RT
562
Rockland Trust
Massachusetts
$211K +$201K +2,164 New
MG
563
Mather Group
Illinois
$211K +$201K +2,167 New
HWA
564
Heritage Wealth Advisors
Virginia
$210K – – –
MC
565
Moors & Cabot
Massachusetts
$208K +$198K +2,134 New
TFF
566
The Family Firm
Maryland
$207K +$188K +2,025 New
SS
567
Simplicity Solutions
Minnesota
$207K +$197K +2,123 New
DCM
568
Dupont Capital Management
Delaware
$205K -$189K -2,030 -49%
RWRC
569
R.W. Roge & Company
New York
$204K +$186K +2,000 New
BWP
570
BSW Wealth Partners
Colorado
$204K +$195K +2,100 New
SEEDPG
571
S.E.E.D. Planning Group
New York
$204K +$195K +2,100 New
GIA
572
Gateway Investment Advisers
Ohio
$203K +$194K +2,085 New
KPWS
573
Kestra Private Wealth Services
Texas
$203K +$194K +2,089 New
CIP
574
Convergence Investment Partners
Florida
$198K -$53.2K -572 -22%
CMBA
575
C.M. Bidwell & Associates
Hawaii
$193K -$4.37K -47 -2%
21 22
23
24 25