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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
FGAM
695
Financial Gravity Asset Management
Texas
$223 -$6.47K -78 -96%
PCTC
696
Perkins Coie Trust Company
Washington
$221 +$249 +3 New
CTA
697
Colonial Trust Advisors
South Carolina
$148 +$166 +2 New
TC
698
TwinBeech Capital
New York
-$29.7M -367,598 Closed
WCP
699
Waterfront Capital Partners
New York
-$20.5M -254,091 Closed
Alyeska Investment Group
700
Alyeska Investment Group
Illinois
-$17.9M -221,977 Closed