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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
601
Private Trust Company
Ohio
$48.8K -$10.5K -127 -16%
GBT
602
Grove Bank & Trust
Florida
$48.5K -$5.56K -67 -9%
HL
603
HeadInvest LLC
Maine
$43.8K +$49.8K +600 New
MHR
604
Matthew Hamilton Rosenberg
$42.7K – – –
DMBA
605
Deseret Mutual Benefit Administrators
Utah
$37.7K -$1.16K -14 -3%
LS
606
Livforsakringsbolaget Skandia
Sweden
$37.7K – – –
CSPIA
607
Cary Street Partners Investment Advisory
Virginia
$36.7K +$27K +326 +191%
AWM
608
Atticus Wealth Management
Florida
$33.6K – – –
GWS
609
Glassman Wealth Services
Virginia
$30.7K – – –
EWA
610
EverSource Wealth Advisors
Alabama
$29.2K -$1.99K -24 -6%
NA
611
NewEdge Advisors
Louisiana
$29K +$9.04K +109 +39%
CCA
612
Column Capital Advisors
Indiana
$28.6K -$746 -9 -2%
FRA
613
Front Row Advisors
California
$28.2K -$498 -6 -2%
SC
614
SouthState Corp
Florida
$25.9K – – –
JWM
615
Janiczek Wealth Management
Colorado
$25.3K – – –
AF
616
Allworth Financial
California
$25K +$4.06K +49 +17%
RMC
617
Resources Management Corp
Connecticut
$24K – – –
SWM
618
Spire Wealth Management
Virginia
$23.7K +$995 +12 +4%
CAS
619
Coppell Advisory Solutions
Texas
$23.1K – – –
ZB
620
Zions Bancorporation
Utah
$23K – – –
MCM
621
MV Capital Management
Maryland
$22.2K +$4.97K +60 +25%
FMTCOCP
622
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$22K – – –
BWL
623
Bogart Wealth LLC
Virginia
$21.6K – – –
GRP
624
Global Retirement Partners
California
$19.6K +$5.14K +62 +29%
C
625
Covestor
United Kingdom
$17K -$5.8K -70 -23%