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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
AF
601
Advisornet Financial
Minnesota
$75K – – –
RMC
602
Resources Management Corp
Connecticut
$75K +$7.9K +85 +12%
TPCW
603
TD Private Client Wealth
New York
$74.6K +$1.21K +13 +2%
BAM
604
Barrett Asset Management
New York
$74K +$71.1K +765 New
IA
605
IFP Advisors
Florida
$73K +$650 +7 +1%
CFA
606
Carroll Financial Associates
North Carolina
$71K +$1.86K +20 +3%
BWL
607
Bogart Wealth LLC
Virginia
$68K – – –
RE
608
RBC Europe
United Kingdom
$65.7K – – –
BDWM
609
Brewin Dolphin Wealth Management
Ireland
$60.4K – – –
HFM
610
Harvest Fund Management
China
$57K – – –
MHR
611
Matthew Hamilton Rosenberg
$56K – – –
PFBT
612
Parkside Financial Bank & Trust
Missouri
$49K +$1.39K +15 +3%
TWA
613
TCI Wealth Advisors
Arizona
$49K +$5.48K +59 +13%
JGIA
614
Jackson Grant Investment Advisers
Connecticut
$48K – – –
FMII
615
Farmers & Merchants Investments Inc
Nebraska
$44K -$4.65K -50 -10%
FRA
616
Front Row Advisors
California
$41K – – –
CCA
617
Column Capital Advisors
Indiana
$39K -$10.4K -112 -22%
HI
618
Harbour Investments
Wisconsin
$38K +$2.6K +28 +8%
SFM
619
Systematic Financial Management
New Jersey
$36K – – –
TFS
620
TrustCore Financial Services
Tennessee
$36K +$34.4K +370 New
ZB
621
Zions Bancorporation
Utah
$35K -$1.3K -14 -4%
SC
622
SouthState Corp
Florida
$34K +$32.5K +350 New
Koshinski Asset Management
623
Koshinski Asset Management
Illinois
$31.3K +$29.8K +321 New
GWM
624
Geneos Wealth Management
Colorado
$31K – – –
GLLW
625
Graves Light Lenhart Wealth
Virginia
$31K – – –