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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
EC
726
EntryPoint Capital
New York
$17.9K -$28.3K -315 -63%
SL
727
Salomon & Ludwin
Virginia
$17.9K +$16.5K +184 New
WPA
728
West Paces Advisors
Georgia
$17.5K -$7.9K -88 -33%
OA
729
Operose Advisors
Wisconsin
$17.5K – – –
CA
730
CoreCap Advisors
Michigan
$17K +$15.7K +175 New
MCM
731
Manchester Capital Management
Vermont
$16.4K +$629 +7 +4%
CTC
732
Central Trust Company
Missouri
$16.3K – – –
PWMG
733
Private Wealth Management Group
New Jersey
$15.2K – – –
CPG
734
Cornerstone Planning Group
New Jersey
$15.2K +$449 +5 +3%
BCMLT
735
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.6K – – –
W
736
WealthCollab
Washington
$13.3K -$988 -11 -7%
SIC
737
Salem Investment Counselors
North Carolina
$13.3K – – –
MA
738
MCF Advisors
Kentucky
$13.1K – – –
ETC
739
Exchange Traded Concepts
Oklahoma
$12.9K -$9.79K -109 -45%
NCTC
740
New Covenant Trust Company
Indiana
$12.1K +$11.1K +124 New
GKIM
741
GW&K Investment Management
Massachusetts
$12K -$539 -6 -5%
CAM
742
Close Asset Management
United Kingdom
$12K – – –
DWA
743
Delos Wealth Advisors
Texas
$11.9K +$9.43K +105 +618%
BFEC
744
Benjamin F. Edwards & Company
Missouri
$11K +$5.03K +56 +98%
GJWM
745
Gilliland Jeter Wealth Management
Arkansas
$11K +$10.1K +113 New
JWA
746
JFS Wealth Advisors
Pennsylvania
$10.8K +$180 +2 +2%
CFB
747
Cullen/Frost Bankers
Texas
$10.1K – – –
AF
748
Advisornet Financial
Minnesota
$10K -$11.7K -130 -56%
TWD
749
True Wealth Design
Ohio
$10K +$8.71K +97 +1,617%
CA
750
Continuum Advisory
Idaho
$9.97K +$10.2K +114 New
28 29
30
31 32