We are live on ! Find out more
CBRE icon

CBRE Group

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