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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
601
Glassman Wealth Services
Virginia
$31K -$222 -3 -0.7%
FRA
602
Front Row Advisors
California
$31K – – –
JWM
603
Janiczek Wealth Management
Colorado
$31K -$1.85K -25 -6%
ECG
604
Edge Capital Group
Georgia
$28.9K -$13.2K -179 -32%
TFS
605
TrustCore Financial Services
Tennessee
$28.5K – – –
SC
606
SouthState Corp
Florida
$26.9K – – –
SSG
607
Summit Securities Group
New York
$25K -$1.1M -14,910 -98%
RMC
608
Resources Management Corp
Connecticut
$25K -$29.5K -400 -56%
BAM
609
Belpointe Asset Management
Nevada
$24.4K +$23.4K +317 New
CG
610
Cutler Group
California
$24K -$4.73K -64 -17%
CAS
611
Coppell Advisory Solutions
Texas
$23.1K +$22.2K +300 New
CASC
612
Coppell Advisory Solutions Corp
Texas
$23.1K +$22.2K +300 New
SOW
613
State of Wyoming
Wyoming
$22.9K -$215K -2,912 -91%
AF
614
Advisornet Financial
Minnesota
$22.9K -$1.4K -19 -6%
SWM
615
Spire Wealth Management
Virginia
$21K +$443 +6 +2%
MPWT
616
MassMutual Private Wealth & Trust
Connecticut
$20K +$9.75K +132 +100%
RFG
617
RFP Financial Group
Georgia
$18.5K +$17.7K +240 New
HWMA
618
Heritage Wealth Management (Arizona)
Arizona
$18K +$11.7K +158 +208%
BIA
619
Bell Investment Advisors
California
$17.9K +$7.98K +108 +86%
CFO
620
CVA Family Office
Colorado
$17.3K +$1.11K +15 +7%
FMII
621
Farmers & Merchants Investments Inc
Nebraska
$17.1K – – –
PK
622
Pflug Koory
Nebraska
$17K – – –
MCM
623
MV Capital Management
Maryland
$16.2K +$1.99K +27 +15%
DAM
624
Delta Asset Management
Tennessee
$16.1K +$15.4K +209 New
ME
625
McIlrath & Eck
Washington
$15.4K +$14.8K +200 New
23 24
25
26 27