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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
ME
701
McIlrath & Eck
Washington
$17.8K – – –
CPG
702
Cornerstone Planning Group
New Jersey
$17.8K -$710 -8 -5%
BIA
703
Bell Investment Advisors
California
$17.4K – – –
TCOV
704
Trust Company of Vermont
Vermont
$16.8K – – –
CB
705
CNB Bank
Pennsylvania
$16.5K – – –
VWM
706
Venturi Wealth Management
Texas
$16.4K +$15.3K +172 +1,433%
SL
707
Salomon & Ludwin
Virginia
$16.4K – – –
OA
708
Operose Advisors
Wisconsin
$16K – – –
MAM
709
Meeder Asset Management
Ohio
$15.7K +$15.6K +176 New
GJWM
710
Gilliland Jeter Wealth Management
Arkansas
$15.2K +$5.15K +58 +51%
CTC
711
Central Trust Company
Missouri
$15K – – –
RI
712
Ridgewood Investments
New Jersey
$14.6K +$14.5K +163 New
KPP
713
Kings Path Partners
Texas
$13.7K +$13.7K +154 New
WT
714
Washington Trust
Rhode Island
$13.4K +$7.01K +79 +111%
GKIM
715
GW&K Investment Management
Massachusetts
$13K +$1.77K +20 +16%
SIC
716
Salem Investment Counselors
North Carolina
$12.2K – – –
W
717
WealthCollab
Washington
$12.2K – – –
MA
718
MCF Advisors
Kentucky
$12K – – –
DWA
719
Delos Wealth Advisors
Texas
$10.9K – – –
RCM
720
Raleigh Capital Management
North Carolina
$10.9K +$2.4K +27 +28%
WPA
721
West Paces Advisors
Georgia
$10.7K -$5.32K -60 -33%
CWP
722
Concord Wealth Partners
Virginia
$10.7K +$10.6K +120 New
CA
723
Continuum Advisory
Idaho
$10.5K +$355 +4 +4%
JWA
724
JFS Wealth Advisors
Pennsylvania
$9.89K – – –
WIM
725
Westside Investment Management
California
$8.91K – – –
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