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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
701
Pinnacle Wealth Planning Services
Ohio
$268K -$36.5K -279 -12%
AC
702
Avestar Capital
New York
$267K +$266K +2,035 New
TNBTD
703
Trustmark National Bank Trust Department
Mississippi
$267K +$266K +2,035 New
BWP
704
Balboa Wealth Partners
Arizona
$267K +$266K +2,030 New
GL
705
Graypoint LLC
New York
$266K +$26.8K +205 +11%
EWM
706
Evermay Wealth Management
Virginia
$265K – – –
I
707
IMPACTfolio
Colorado
$264K -$19.4K -148 -7%
CSA
708
Cornerstone Select Advisors
Missouri
$263K +$263K +2,005 New
TWM
709
Tolleson Wealth Management
Texas
$263K – – –
GFP
710
Gryphon Financial Partners
Ohio
$262K -$4.71K -36 -2%
PFBT
711
Parkside Financial Bank & Trust
Missouri
$262K +$786 +6 +0.3%
KA
712
Kerrisdale Advisers
Florida
$261K – – –
ECG
713
Edge Capital Group
Georgia
$261K +$16.9K +129 +7%
KRSITF
714
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$259K +$123K +940 +11%
SPC
715
Sigma Planning Corp
Michigan
$259K +$17.2K +131 +7%
ECM
716
Evergreen Capital Management
Washington
$257K – – –
MFG
717
Merit Financial Group
Georgia
$256K +$255K +1,950 New
FIM
718
Freedom Investment Management
Connecticut
$255K +$35.4K +270 +16%
PFA
719
Pathway Financial Advisors
Vermont
$252K – – –
GA
720
Geller Advisors
New York
$251K -$73.6K -562 -23%
HBT
721
Heartland Bank & Trust
Illinois
$250K -$9.43K -72 -4%
CNBOF
722
City National Bank of Florida
Florida
$248K +$248K +1,892 New
SW
723
Simplicity Wealth
New Jersey
$248K +$248K +1,892 New
MG
724
Mather Group
Illinois
$247K +$20.6K +157 +9%
SSA
725
Schonfeld Strategic Advisors
New York
$244K -$10.5M -80,147 -98%
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