We are live on ! Find out more
CBRE icon

CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
601
MassMutual Private Wealth & Trust
Connecticut
$6K +$990 +14 +21%
RA
602
Resolute Advisors
California
$6K +$6.22K +88 New
RWM
603
Raffa Wealth Management
District of Columbia
$5.46K +$990 +14 +25%
AF
604
Allworth Financial
California
$5K – – –
FBT
605
First Bank & Trust
South Dakota
$5K – – –
LWM
606
Liberty Wealth Management
California
$5K – – –
EFSCE
607
Enterprise Financial Services Corp (EFSC)
Missouri
$5K +$849 +12 +23%
WT
608
Washington Trust
Rhode Island
$4K -$2.83K -40 -45%
CHA
609
Carmichael Hill & Associates
Maryland
$4K – – –
BAM
610
Bellevue Asset Management
Washington
$3K -$495 -7 -18%
FMP
611
Financial Management Professionals
Texas
$3K – – –
SFSIG
612
San Francisco Sentry Investment Group
California
$3K – – –
VNA
613
Valley National Advisers
Pennsylvania
$3K – – –
PMFA
614
Plante Moran Financial Advisors
Michigan
$2K -$35K -495 -95%
SWA
615
SOA Wealth Advisors
New York
$2K -$141 -2 -5%
CAM
616
ClariVest Asset Management
California
$2K – – –
EWM
617
Endurance Wealth Management
Rhode Island
$2K – – –
MLFP
618
MPS Loria Financial Planners
Illinois
$2K – – –
PP
619
Pacifica Partners
Canada
$2K – – –
PWMG
620
Prestige Wealth Management Group
New Jersey
$2K – – –
RFA
621
Reilly Financial Advisors
California
$2K – – –
RG
622
Retirement Group
California
$2K – – –
MWA
623
Moser Wealth Advisors
Washington
$2K +$2.19K +31 New
SIS
624
Sound Income Strategies
Florida
$1.27K – – –
BWM
625
Baystate Wealth Management
Massachusetts
$1K – – –