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CBRE Group

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