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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
SSB
676
Sandy Spring Bank
Maryland
$2.31K +$2.22K +30 New
WT
677
Washington Trust
Rhode Island
$2.23K +$148 +2 +7%
PP
678
Pacifica Partners
Canada
$2.22K – – –
DI
679
Disciplined Investments
Oklahoma
$2.08K +$517 +7 +35%
AA
680
Addison Advisors
Vermont
$2K +$74 +1 +4%
CAL
681
Capital Advisors Ltd
Ohio
$2K -$2.29K -31 -52%
KFP
682
KB Financial Partners
New Jersey
$2K – – –
SC
683
Sierra Capital
Florida
$2K – – –
SIC
684
SJS Investment Consulting
Ohio
$1.92K +$812 +11 +79%
PWMG
685
Prestige Wealth Management Group
New Jersey
$1.69K – – –
BAM
686
Bellevue Asset Management
Washington
$1.68K +$74 +1 +5%
DWA
687
Delos Wealth Advisors
Texas
$1.31K – – –
BHWM
688
Beaird Harris Wealth Management
Texas
$1.23K +$1.18K +16 New
AWM
689
Accel Wealth Management
Iowa
$1.15K – – –
NSIM
690
North Star Investment Management
Illinois
$1.08K +$1.03K +14 New
BWM
691
Baystate Wealth Management
Massachusetts
$1K – – –
CAM
692
ClariVest Asset Management
California
$1K – – –
TFGT
693
TS Financial Group (TSFG)
Illinois
$1K – – –
CIBC Private Wealth Group
694
CIBC Private Wealth Group
Georgia
$789 – – –
WWM
695
Wolff Wiese Magana
California
$770 +$369 +5 +100%
CWC
696
Carolinas Wealth Consulting
North Carolina
$539 – – –
GI
697
Gradient Investments
Minnesota
$539 +$517 +7 New
TWD
698
True Wealth Design
Ohio
$462 +$443 +6 New
LSA
699
Lansing Street Advisors
Pennsylvania
$325 – – –
LF
700
Lee Financial
Texas
$308 – – –