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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
PW
576
Price Wealth
Texas
$5K +$4.57K +92 New
W
577
WealthStone
Ohio
$4.98K +$4.82K +97 New
AF
578
Allworth Financial
California
$4K
TCOV
579
Trust Company of Vermont
Vermont
$4K
CFB
580
Cullen/Frost Bankers
Texas
$4K +$4.22K +85 New
RIA
581
Realta Investment Advisors
Delaware
$4K +$4.27K +86 New
DWM
582
Doyle Wealth Management
Florida
$4K +$4.32K +87 New
SWA
583
Sutton Wealth Advisors
Florida
$3.08K
GWS
584
Glassman Wealth Services
Virginia
$3K -$248 -5 -9%
FHA
585
Flagship Harbor Advisors
Massachusetts
$3K
TFO
586
Tarbox Family Office
California
$3K
AC
587
Avestar Capital
New York
$3K +$2.83K +57 +100%
FBT
588
First Bank & Trust
South Dakota
$3K +$3.38K +68 New
THWM
589
Taylor Hoffman Wealth Management
Virginia
$2K
EWA
590
Evolution Wealth Advisors
Florida
$2K +$2.19K +44 New
AIS
591
Accurate Investment Solutions
Pennsylvania
$2K +$2.29K +46 New
MWM
592
Meridian Wealth Management
Kentucky
$1.66K +$161K +3,240 New
JCM
593
Julex Capital Management
Massachusetts
$1K -$994 -20 -49%
BBHC
594
Brown Brothers Harriman & Co
New York
$1K -$745 -15 -38%
BWM
595
Baystate Wealth Management
Massachusetts
$1K
NCM
596
Next Capital Management
New York
$1K +$1.04K +21 New
BAM
597
Barrett Asset Management
New York
$1K +$1.19K +24 New
FCH
598
Freestone Capital Holdings
Washington
$931 +$902K +18,152 New
SQA
599
Simon Quick Advisors
New Jersey
$872 +$845 +17 New
Millennium Management
600
Millennium Management
New York
-$56.8M -1,148,110 Closed