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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
726
Pineridge Advisors
Missouri
$4.1K +$3.42K +44 New
QL
727
Quarry LP
New York
$4K +$3.34K +43 New
FWM
728
FSA Wealth Management
Massachusetts
$4K +$3.03K +39 New
RCM
729
Raleigh Capital Management
North Carolina
$3.72K +$2.33K +30 +300%
AA
730
Addison Advisors
Vermont
$3.17K – – –
WT
731
Washington Trust
Rhode Island
$3.17K – – –
AW
732
Avion Wealth
Texas
$3K +$1.55K +20 +143%
HI
733
Hoey Investments
Pennsylvania
$2.98K – – –
AP
734
Aspect Partners
Virginia
$2.89K +$2.41K +31 New
M
735
MOTCO
Texas
$2.7K – – –
BAM
736
Bellevue Asset Management
Washington
$2.51K – – –
PP
737
Pacifica Partners
Canada
$2.35K – – –
SIC
738
SJS Investment Consulting
Ohio
$2.33K -$233 -3 -11%
DPW
739
DiNuzzo Private Wealth
Pennsylvania
$2.33K +$1.94K +25 New
LF
740
Lee Financial
Texas
$2.14K +$1.79K +23 New
GI
741
Gradient Investments
Minnesota
$2.14K – – –
PWMG
742
Prestige Wealth Management Group
New Jersey
$2.05K – – –
CAL
743
Capital Advisors Ltd
Ohio
$2K +$1.4K +18 New
DF
744
Dunhill Financial
United Kingdom
$1.97K +$1.63K +21 New
AAG
745
Armstrong Advisory Group
Massachusetts
$1.86K +$1.55K +20 New
FG
746
Fairman Group
Pennsylvania
$1.77K +$1.48K +19 New
BWM
747
Baystate Wealth Management
Massachusetts
$1.61K +$544 +7 +70%
DWA
748
Delos Wealth Advisors
Texas
$1.58K – – –
SIS
749
Sound Income Strategies
Florida
$1.49K – – –
NSIM
750
North Star Investment Management
Illinois
$1.3K – – –
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30
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