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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
701
Global Retirement Partners
California
$402K +$411K +2,983 New
BWM
702
BCO Wealth Management
New Mexico
$397K – – –
BWP
703
BSW Wealth Partners
Colorado
$397K -$3.58K -26 -0.9%
BMO
704
Beck Mack & Oliver
New York
$394K – – –
EFG
705
Everhart Financial Group
Ohio
$393K -$17.9K -130 -4%
DWT
706
Dorsey & Whitney Trust
South Dakota
$389K +$10.9K +79 +3%
SG
707
StoneX Group
New York
$388K +$406K +2,947 New
CCA
708
Checchi Capital Advisers
California
$387K -$37.9K -275 -9%
GS
709
GWN Securities
Florida
$386K +$66.5K +483 +20%
WHG
710
Westwood Holdings Group
Texas
$386K +$395K +2,868 New
AWA
711
Arkadios Wealth Advisors
Georgia
$385K -$51.3K -372 -12%
SIA
712
Soltis Investment Advisors
Utah
$382K +$120K +868 +44%
PWM
713
Perigon Wealth Management
California
$381K +$7.99K +58 +2%
CI
714
Cigna Investments
Connecticut
$381K – – –
CW
715
Channel Wealth
California
$378K +$387K +2,810 New
CNBOF
716
City National Bank of Florida
Florida
$376K +$76.3K +554 +25%
ACA
717
Atlas Capital Advisors
Wyoming
$373K -$78.9K -573 -17%
JGC
718
J. Goldman & Co
New York
$370K +$379K +2,750 New
YMRC
719
Yorktown Management & Research Company
Virginia
$364K – – –
PWPS
720
Pinnacle Wealth Planning Services
Ohio
$363K +$12.3K +89 +3%
SWM
721
Spire Wealth Management
Virginia
$363K -$467K -3,387 -56%
IIC
722
Integrated Investment Consultants
Michigan
$360K +$1.79K +13 +0.5%
BA
723
Bridgewater Advisors
New York
$355K -$15.6K -113 -4%
PGFC
724
Peapack-Gladstone Financial Corp
New Jersey
$355K +$138 +1 +0%
DAS
725
Dynamic Advisor Solutions
Arizona
$351K +$23.8K +173 +7%
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