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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
676
Trifecta Capital Advisors
Illinois
$4K – – –
BFEC
677
Benjamin F. Edwards & Company
Missouri
$4K – – –
AWM
678
Abound Wealth Management
Tennessee
$3.93K – – –
SC
679
Schubert & Co
Texas
$3.64K +$980 +12 +32%
WTA
680
Washington Trust Advisors
Massachusetts
$3.35K – – –
MAM
681
Meeder Asset Management
Ohio
$3.35K +$3.76K +46 New
HI
682
Hoey Investments
Pennsylvania
$2.33K +$2.61K +32 New
EBA
683
Eagle Bay Advisors
New York
$2.26K – – –
SSB
684
Sandy Spring Bank
Maryland
$2.19K – – –
WT
685
Washington Trust
Rhode Island
$2.11K – – –
DI
686
Disciplined Investments
Oklahoma
$2.04K +$82 +1 +4%
KFP
687
KB Financial Partners
New Jersey
$2K – – –
MBFW
688
Morton Brown Family Wealth
Pennsylvania
$1.82K +$2.04K +25 New
PWMG
689
Prestige Wealth Management Group
New Jersey
$1.6K – – –
BAM
690
Bellevue Asset Management
Washington
$1.6K – – –
SIC
691
SJS Investment Consulting
Ohio
$1.46K -$409 -5 -20%
HI
692
Harbour Investments
Wisconsin
$1.31K -$2.45K -30 -63%
DWA
693
Delos Wealth Advisors
Texas
$1.24K – – –
ETC
694
Exchange Traded Concepts
Oklahoma
$1.17K -$6.37K -78 -83%
SIS
695
Sound Income Strategies
Florida
$1.17K -$1.39K -17 -52%
HPC
696
HM Payson & Co
Maine
$1.09K +$1.23K +15 New
AWM
697
Accel Wealth Management
Iowa
$1.09K – – –
NSIM
698
North Star Investment Management
Illinois
$1.02K – – –
TFGT
699
TS Financial Group (TSFG)
Illinois
$1K – – –
CA
700
Centerpoint Advisors
Massachusetts
$1K +$735 +9 New
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