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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
601
Global Retirement Partners
California
$36K +$1.29K +16 +3%
CG
602
Cutler Group
California
$35K -$902K -11,210 -96%
AF
603
Allworth Financial
California
$35K +$32.8K +408 +567%
JWM
604
Janiczek Wealth Management
Colorado
$34K +$29.9K +372 +1,329%
AWM
605
Atticus Wealth Management
Florida
$33K +$36.6K +455 New
FMII
606
Farmers & Merchants Investments Inc
Nebraska
$32K – – –
SWM
607
SeaCrest Wealth Management
New York
$32K +$35.4K +440 New
SC
608
Seldon Capital
California
$31K – – –
PTC
609
Private Trust Company
Ohio
$31K +$34.2K +425 New
FRA
610
Front Row Advisors
California
$30K – – –
AWMS
611
Advocacy Wealth Management Services
Georgia
$29K +$8.21K +102 +34%
HFM
612
Harvest Fund Management
China
$28K -$102K -1,263 -77%
TFS
613
TrustCore Financial Services
Tennessee
$27K – – –
ZB
614
Zions Bancorporation
Utah
$27K +$80 +1 +0.3%
SC
615
SouthState Corp
Florida
$26K – – –
TAIM
616
TD Ameritrade Investment Management
Nebraska
$25K -$16.3K -203 -38%
WTA
617
Washington Trust Advisors
Massachusetts
$25K +$1.53K +19 +6%
SWM
618
Spire Wealth Management
Virginia
$24K -$8.63M -107,146 -100%
GWS
619
Glassman Wealth Services
Virginia
$24K +$4.03K +50 +18%
GLLW
620
Graves Light Lenhart Wealth
Virginia
$23K – – –
SC
621
Siena Capital
Ohio
$22K – – –
HR
622
Howe & Rusling
New York
$22K +$402 +5 +2%
CCA
623
Column Capital Advisors
Indiana
$20K – – –
HS
624
Horan Securities
United States
$19K +$4.91K +61 +34%
PK
625
Pflug Koory
Nebraska
$17K -$6.04K -75 -25%
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