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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
626
Tolleson Wealth Management
Texas
$217K +$205K +2,000 New
CSPAM
627
Cary Street Partners Asset Management
Virginia
$214K +$202K +1,968 New
PWPS
628
Pinnacle Wealth Planning Services
Ohio
$214K +$202K +1,973 New
BJL
629
Brighton Jones LLC
Washington
$214K +$202K +1,974 New
MW
630
Marcum Wealth
Ohio
$214K +$202K +1,974 New
APG
631
Abacus Planning Group
South Carolina
$214K +$202K +1,976 New
HFM
632
Harvest Fund Management
China
$212K +$140K +1,365 +231%
CMBA
633
C.M. Bidwell & Associates
Hawaii
$208K -$6.66K -65 -3%
CW
634
CreativeOne Wealth
Kansas
$208K +$196K +1,913 New
GIA
635
Gateway Investment Advisers
Ohio
$205K -$20.1K -196 -9%
RWRC
636
R.W. Roge & Company
New York
$203K – – –
LFA
637
Landmark Financial Advisors
Kentucky
$203K +$192K +1,873 New
WFI
638
West Family Investments
California
$201K -$36.7K -358 -16%
CAAS
639
Capital Asset Advisory Services
Michigan
$200K +$189K +1,842 New
CCC
640
Crescent Capital Consulting
Louisiana
$195K +$184K +1,800 New
OIA
641
Optimum Investment Advisors
Illinois
$190K – – –
GA
642
GraniteShares Advisors
New York
$176K +$166K +1,623 New
WTC
643
WhitTier Trust Company
Nevada
$174K – – –
FHA
644
First Horizon Advisors
Tennessee
$174K +$6.56K +64 +4%
CA
645
Clearstead Advisors
Ohio
$172K +$60.1K +587 +59%
SOW
646
State of Wyoming
Wyoming
$158K -$91K -888 -38%
Carson Wealth (CWM LLC)
647
Carson Wealth (CWM LLC)
Nebraska
$155K +$146K +1,426 New
FCA
648
FinTrust Capital Advisors
South Carolina
$139K +$50.7K +495 +63%
UB
649
UMB Bank
Missouri
$133K +$125K +1,219 New
T
650
TOBAM
France
$125K – – –