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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
KFP
676
KB Financial Partners
New Jersey
$2K – – –
BAM
677
Bellevue Asset Management
Washington
$1.99K +$415 +5 +23%
GI
678
Gradient Investments
Minnesota
$1.7K -$746 -9 -28%
PWMG
679
Prestige Wealth Management Group
New Jersey
$1.63K – – –
DWA
680
Delos Wealth Advisors
Texas
$1.45K – – –
Jones Financial Companies
681
Jones Financial Companies
Missouri
$1.33K +$1.49K +18 New
SIS
682
Sound Income Strategies
Florida
$1.18K – – –
NSIM
683
North Star Investment Management
Illinois
$1.03K – – –
AW
684
Avion Wealth
Texas
$1K -$498 -6 -30%
CA
685
Centerpoint Advisors
Massachusetts
$1K – – –
TFGT
686
TS Financial Group (TSFG)
Illinois
$1K – – –
BWM
687
Baystate Wealth Management
Massachusetts
$739 – – –
WWM
688
Wolff Wiese Magana
California
$739 – – –
LFG
689
Larson Financial Group
Missouri
$739 +$829 +10 New
RCM
690
Raleigh Capital Management
North Carolina
$737 +$829 +10 New
CWC
691
Carolinas Wealth Consulting
North Carolina
$485 – – –
TWD
692
True Wealth Design
Ohio
$444 – – –
UFF
693
USA Financial Formulas
Michigan
$369 – – –
VCM
694
Versant Capital Management
Arizona
$295 – – –
PCTC
695
Perkins Coie Trust Company
Washington
$221 +$249 +3 New
CTA
696
Colonial Trust Advisors
South Carolina
$148 +$166 +2 New
TC
697
TwinBeech Capital
New York
– -$29.7M -367,598 Closed
WCP
698
Waterfront Capital Partners
New York
– -$20.5M -254,091 Closed
Alyeska Investment Group
699
Alyeska Investment Group
Illinois
– -$17.9M -221,977 Closed
ACM
700
Adelante Capital Management
California
– -$14.6M -180,588 Closed