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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
651
Jones Financial Companies
Missouri
$8K
AWM
652
Abound Wealth Management
Tennessee
$7.43K +$8.72K +110 New
AIP
653
Almanack Investment Partners
Pennsylvania
$7K +$7.05K +89 New
PMFA
654
Plante Moran Financial Advisors
Michigan
$7K +$8.8K +111 New
CAC
655
Core Alternative Capital
Georgia
$6K
RA
656
Rational Advisors
New York
$6K
FMP
657
Financial Management Professionals
Texas
$6K +$1.58K +20 +32%
CB
658
Community Bank
New York
$6K +$6.58K +83 New
PB
659
Pinnacle Bancorp
Nebraska
$5K
HWMA
660
Heritage Wealth Management (Arizona)
Arizona
$5K +$6.03K +76 New
RWM
661
Raffa Wealth Management
District of Columbia
$5K +$793 +10 +16%
APC
662
Aspire Private Capital
North Carolina
$4K
CHA
663
Carmichael Hill & Associates
Maryland
$4K
CMP
664
Coston McIsaac & Partners
Maine
$4K
Kayne Anderson Rudnick Investment Management
665
Kayne Anderson Rudnick Investment Management
California
$4K +$4.52K +57 New
CAL
666
Capital Advisors Ltd
Ohio
$4K +$4.76K +60 New
VNA
667
Valley National Advisers
Pennsylvania
$3K
SC
668
Schubert & Co
Texas
$3K +$1.27K +16 +48%
CT
669
Cambridge Trust
Massachusetts
$3K +$3.09K +39 New
WT
670
Washington Trust
Rhode Island
$2K -$159 -2 -7%
EBA
671
Eagle Bay Advisors
New York
$2K
HI
672
Harbour Investments
Wisconsin
$2K
KFP
673
KB Financial Partners
New Jersey
$2K
PP
674
Pacifica Partners
Canada
$2K
SC
675
Sierra Capital
Florida
$2K