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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
701
SRH Advisors
Kansas
$18K – – –
ACM
702
Aquatic Capital Management
Illinois
$18K +$19.5K +200 New
CB
703
CNB Bank
Pennsylvania
$17K – – –
HS
704
Horan Securities
United States
$16K – – –
WPA
705
West Paces Advisors
Georgia
$14.6K – – –
EW
706
Evoke Wealth
California
$14K +$1.95K +20 +16%
SSG
707
Summit Securities Group
New York
$13K +$13.3K +137 New
MCM
708
MV Capital Management
Maryland
$12K +$3.51K +36 +37%
AP
709
Arlington Partners
Alabama
$11K -$2.53K -26 -17%
TFO
710
Tarbox Family Office
California
$11K +$2.53K +26 +28%
RG
711
Retirement Group
California
$11K +$7.5K +77 +197%
CYG
712
Clean Yield Group
Vermont
$11K +$11.8K +121 New
SWA
713
Sutton Wealth Advisors
Florida
$10.2K +$974 +10 +10%
NIM
714
NuWave Investment Management
New Jersey
$10K +$10.1K +104 New
GWMIA
715
Global Wealth Management Investment Advisory
Florida
$9K – – –
HCP
716
Hexagon Capital Partners
Arkansas
$9K – – –
PFS
717
Prospera Financial Services
Texas
$8K +$8.96K +92 New
AF
718
Allworth Financial
California
$7K -$19.5K -200 -74%
MA
719
MUFG Americas
New York
$7K -$10.7K -110 -60%
ETC
720
Exchange Traded Concepts
Oklahoma
$7K – – –
CHA
721
Carmichael Hill & Associates
Maryland
$6K – – –
FBT
722
First Bank & Trust
South Dakota
$6K – – –
JWA
723
JFS Wealth Advisors
Pennsylvania
$6K +$2.44K +25 +66%
CAC
724
Core Alternative Capital
Georgia
$6K +$5.07K +52 +274%
RWM
725
Raffa Wealth Management
District of Columbia
$5.86K – – –
27 28
29
30 31