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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
651
Grove Bank & Trust
Florida
$63.7K +$2.1K +27 +4%
FCA
652
FinTrust Capital Advisors
South Carolina
$61.3K -$53.3K -686 -51%
PTC
653
Private Trust Company
Ohio
$60.2K -$1.09K -14 -2%
EC
654
EdgeRock Capital
Colorado
$58.9K +$53.9K +693 New
WTG
655
West Tower Group
Virginia
$58.4K +$48.7K +627 New
EDRH
656
Edmond de Rothschild Holding
Switzerland
$57.7K -$1.05M -13,503 -96%
MHR
657
Matthew Hamilton Rosenberg
$53.8K – – –
PS
658
Planned Solutions
California
$52.4K +$43.8K +563 New
BGAI
659
Bruce G. Allen Investments
Colorado
$48.4K +$40.4K +520 New
EC
660
EntryPoint Capital
New York
$46.5K +$38.8K +499 New
TCWA
661
Turtle Creek Wealth Advisors
Texas
$45.2K +$37.8K +486 New
AWM
662
Atticus Wealth Management
Florida
$42.4K – – –
DGAM
663
Desjardins Global Asset Management
Quebec, Canada
$38.8K -$766K -9,856 -96%
GWS
664
Glassman Wealth Services
Virginia
$37.2K -$1.17K -15 -4%
DMBA
665
Deseret Mutual Benefit Administrators
Utah
$36.9K -$8.86K -114 -22%
EWA
666
EverSource Wealth Advisors
Alabama
$34.3K -$2.18K -28 -7%
SC
667
SouthState Corp
Florida
$32.6K – – –
HI
668
Harbour Investments
Wisconsin
$32.5K +$24.9K +320 +1,103%
AF
669
Allworth Financial
California
$31.9K +$311 +4 +1%
GRP
670
Global Retirement Partners
California
$30.4K +$6.22K +80 +29%
JWM
671
Janiczek Wealth Management
Colorado
$30.3K -$1.4K -18 -5%
ZB
672
Zions Bancorporation
Utah
$29.4K +$389 +5 +2%
FMTCOCP
673
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$28K – – –
SWM
674
Spire Wealth Management
Virginia
$27.8K +$311 +4 +1%
BWL
675
Bogart Wealth LLC
Virginia
$27.3K – – –
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