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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
601
Cary Street Partners Investment Advisory
Virginia
$37K – – –
SFM
602
Systematic Financial Management
New Jersey
$32K – – –
ZB
603
Zions Bancorporation
Utah
$32K – – –
CFO
604
CVA Family Office
Colorado
$32K +$7.68K +90 +32%
HI
605
Harbour Investments
Wisconsin
$31K +$3.5K +41 +13%
GLLW
606
Graves Light Lenhart Wealth
Virginia
$27K – – –
GWM
607
Geneos Wealth Management
Colorado
$26K -$13.3K -156 -33%
FMTCOCP
608
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$26K – – –
PK
609
Pflug Koory
Nebraska
$26K +$25.6K +300 New
HR
610
Howe & Rusling
New York
$21K -$85 -1 -0.4%
AWMS
611
Advocacy Wealth Management Services
Georgia
$20K – – –
Walleye Trading
612
Walleye Trading
New York
$20K +$20.3K +238 New
GWSG
613
GPS Wealth Strategies Group
Colorado
$19K – – –
LWA
614
Lenox Wealth Advisors
New York
$18K +$17.7K +207 New
FHC
615
First Horizon Corporation
Tennessee
$17K – – –
ME
616
McIlrath & Eck
Washington
$17K – – –
CB
617
CNB Bank
Pennsylvania
$16K – – –
HS
618
Horan Securities
United States
$15K – – –
BBHC
619
Brown Brothers Harriman & Co
New York
$14K -$2.48K -29 -15%
WPA
620
West Paces Advisors
Georgia
$13.6K – – –
PHK
621
Point72 Hong Kong
Hong Kong
$13K +$12.6K +148 New
GWS
622
Glassman Wealth Services
Virginia
$12K +$2.31K +27 +24%
EW
623
Evoke Wealth
California
$11K -$341 -4 -3%
AP
624
Arlington Partners
Alabama
$11K – – –
MPWT
625
MassMutual Private Wealth & Trust
Connecticut
$11K +$3.76K +44 +55%