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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMIA
576
Global Wealth Management Investment Advisory
Florida
$6K +$5.65K +100 New
RPWA
577
Regent Peak Wealth Advisors
Georgia
$6K +$5.82K +103 New
SWA
578
Sutton Wealth Advisors
Florida
$5.02K +$735 +13 +19%
SFP
579
Sterling Financial Planning
New Jersey
$5K +$4.75K +84 New
LWM
580
Liberty Wealth Management
California
$5K +$5.09K +90 New
ED
581
Exane Derivatives
France
$4.83K – – –
AF
582
Allworth Financial
California
$4K – – –
FBT
583
First Bank & Trust
South Dakota
$4K – – –
MPWT
584
MassMutual Private Wealth & Trust
Connecticut
$4K +$3.73K +66 New
AWG
585
Altus Wealth Group
Colorado
$4K +$3.84K +68 New
RWM
586
Raffa Wealth Management
District of Columbia
$3.45K +$1.13K +20 +57%
BAM
587
Bellevue Asset Management
Washington
$3K -$11.5K -204 -84%
CHA
588
Carmichael Hill & Associates
Maryland
$3K – – –
EFSCE
589
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
FMP
590
Financial Management Professionals
Texas
$3K – – –
SFSIG
591
San Francisco Sentry Investment Group
California
$3K – – –
VNA
592
Valley National Advisers
Pennsylvania
$3K – – –
FHA
593
First Horizon Advisors
Tennessee
$3K +$2.26K +40 New
CAM
594
ClariVest Asset Management
California
$2K – – –
M
595
MOTCO
Texas
$2K – – –
RFA
596
Reilly Financial Advisors
California
$2K +$1.53K +27 New
PP
597
Pacifica Partners
Canada
$2K +$1.64K +29 New
MLFP
598
MPS Loria Financial Planners
Illinois
$2K +$1.98K +35 New
SWA
599
SOA Wealth Advisors
New York
$2K +$2.09K +37 New
BWM
600
Baystate Wealth Management
Massachusetts
$1K – – –
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