We are live on ! Find out more
CBRE icon

CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
P
626
Pitcairn
Pennsylvania
$317K -$110K -1,011 -28%
DWT
627
Dorsey & Whitney Trust
South Dakota
$311K +$272K +2,496 New
CCA
628
Checchi Capital Advisers
California
$309K +$4.14K +38 +2%
GA
629
Geller Advisors
New York
$308K -$23K -211 -8%
ASN
630
Advisory Services Network
Georgia
$308K
KPWS
631
Kestra Private Wealth Services
Texas
$307K -$2.29K -21 -0.8%
GIA
632
GHP Investment Advisors
Colorado
$306K +$6.87K +63 +3%
BCWM
633
Bartlett & Co Wealth Management
Ohio
$305K
TFF
634
The Family Firm
Maryland
$299K
PAM
635
Paradigm Asset Management
New York
$299K
OWP
636
Obermeyer Wealth Partners
Colorado
$295K
LTAS
637
Linden Thomas Advisory Services
North Carolina
$292K +$256K +2,345 New
WA
638
Waverly Advisors
Alabama
$292K -$25.5K -234 -9%
PWPS
639
Pinnacle Wealth Planning Services
Ohio
$289K +$253K +2,318 New
UCB
640
United Community Bank
South Carolina
$288K -$22.6K -207 -8%
HCM
641
Howard Capital Management
Georgia
$285K +$250K +2,290 New
WIA
642
World Investment Advisors
California
$285K +$249K +2,286 New
CI
643
Conning Inc
Connecticut
$282K -$109 -1 -0%
CAM
644
Cidel Asset Management
Ontario, Canada
$282K
Axa
645
Axa
France
$280K -$104K -951 -30%
MWM
646
Mission Wealth Management
California
$280K +$327 +3 +0.1%
RWP
647
RWA Wealth Partners
Massachusetts
$278K +$243K +2,233 New
PWM
648
Perigon Wealth Management
California
$273K +$239K +2,195 New
STA
649
Summit Trail Advisors
New York
$273K +$239K +2,194 New
TAM
650
Trillium Asset Management
Massachusetts
$271K +$237K +2,175 New