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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
FBT
601
First Bank & Trust
South Dakota
$5K
LWM
602
Liberty Wealth Management
California
$5K
EFSCE
603
Enterprise Financial Services Corp (EFSC)
Missouri
$5K +$849 +12 +23%
WT
604
Washington Trust
Rhode Island
$4K -$2.83K -40 -45%
CHA
605
Carmichael Hill & Associates
Maryland
$4K
BAM
606
Bellevue Asset Management
Washington
$3K -$495 -7 -18%
FMP
607
Financial Management Professionals
Texas
$3K
SFSIG
608
San Francisco Sentry Investment Group
California
$3K
VNA
609
Valley National Advisers
Pennsylvania
$3K
PMFA
610
Plante Moran Financial Advisors
Michigan
$2K -$35K -495 -95%
SWA
611
SOA Wealth Advisors
New York
$2K -$141 -2 -5%
CAM
612
ClariVest Asset Management
California
$2K
EWM
613
Endurance Wealth Management
Rhode Island
$2K
MLFP
614
MPS Loria Financial Planners
Illinois
$2K
PP
615
Pacifica Partners
Canada
$2K
PWMG
616
Prestige Wealth Management Group
New Jersey
$2K
RFA
617
Reilly Financial Advisors
California
$2K
RG
618
Retirement Group
California
$2K
MWA
619
Moser Wealth Advisors
Washington
$2K +$2.19K +31 New
SIS
620
Sound Income Strategies
Florida
$1.27K
BWM
621
Baystate Wealth Management
Massachusetts
$1K
CWC
622
Carolinas Wealth Consulting
North Carolina
$1K
JWM
623
Janiczek Wealth Management
Colorado
$1K
SFO
624
Standard Family Office
South Dakota
$1K +$919 +13 New
SWG
625
Summit Wealth Group
Vermont
$1K +$990 +14 New