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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
726
Operose Advisors
Wisconsin
$17.5K – – –
CA
727
CoreCap Advisors
Michigan
$17K +$15.7K +175 New
MCM
728
Manchester Capital Management
Vermont
$16.4K +$629 +7 +4%
CTC
729
Central Trust Company
Missouri
$16.3K – – –
PWMG
730
Private Wealth Management Group
New Jersey
$15.2K – – –
CPG
731
Cornerstone Planning Group
New Jersey
$15.2K +$449 +5 +3%
BCMLT
732
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.6K – – –
W
733
WealthCollab
Washington
$13.3K -$988 -11 -7%
SIC
734
Salem Investment Counselors
North Carolina
$13.3K – – –
MA
735
MCF Advisors
Kentucky
$13.1K – – –
ETC
736
Exchange Traded Concepts
Oklahoma
$12.9K -$9.79K -109 -45%
NCTC
737
New Covenant Trust Company
Indiana
$12.1K +$11.1K +124 New
GKIM
738
GW&K Investment Management
Massachusetts
$12K -$539 -6 -5%
CAM
739
Close Asset Management
United Kingdom
$12K – – –
DWA
740
Delos Wealth Advisors
Texas
$11.9K +$9.43K +105 +618%
BFEC
741
Benjamin F. Edwards & Company
Missouri
$11K +$5.03K +56 +98%
GJWM
742
Gilliland Jeter Wealth Management
Arkansas
$11K +$10.1K +113 New
JWA
743
JFS Wealth Advisors
Pennsylvania
$10.8K +$180 +2 +2%
CFB
744
Cullen/Frost Bankers
Texas
$10.1K – – –
AF
745
Advisornet Financial
Minnesota
$10K -$11.7K -130 -56%
TWD
746
True Wealth Design
Ohio
$10K +$8.71K +97 +1,617%
CA
747
Continuum Advisory
Idaho
$9.97K +$10.2K +114 New
WIM
748
Westside Investment Management
California
$9.72K – – –
FFC
749
First Financial Corp
Indiana
$9.63K +$8.89K +99 New
RCM
750
Raleigh Capital Management
North Carolina
$9.24K +$4.94K +55 +138%
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30
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