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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
CAS
751
Coppell Advisory Solutions
Texas
– -$23.1K -300 Closed
CASC
752
Coppell Advisory Solutions Corp
Texas
– -$23.1K -300 Closed
Jones Financial Companies
753
Jones Financial Companies
Missouri
– -$14K -187 Closed
TAIM
754
TD Ameritrade Investment Management
Nebraska
– -$10K -135 Closed
PMFA
755
Plante Moran Financial Advisors
Michigan
– -$8.77K -114 Closed
AWM
756
Accurate Wealth Management
Florida
– -$7.86K -95 Closed
EE
757
EWG Elevate
California
– -$7.08K -92 Closed
LAM
758
Lakewood Asset Management
Illinois
– -$6K -75 Closed
First Manhattan
759
First Manhattan
New York
– -$5.39K -70 Closed
CA
760
Crewe Advisors
Utah
– -$5.23K -68 Closed
MPCL
761
My Personal CFO LLC
Washington
– -$4.16K -54 Closed
CT
762
Cambridge Trust
Massachusetts
– -$3K -39 Closed
ANBT
763
American National Bank & Trust
Texas
– -$3K -37 Closed
RBC
764
Romano Brothers & Co
Illinois
– -$2.77K -36 Closed
FA
765
Fiduciary Alliance
South Carolina
– -$2.46K -32 Closed
SC
766
Sierra Capital
Florida
– -$2K -30 Closed
CAL
767
Capital Advisors Ltd
Ohio
– -$2K -29 Closed
AA
768
Addison Advisors
Vermont
– -$2K -26 Closed
CAM
769
ClariVest Asset Management
California
– -$1K -18 Closed
BHWM
770
Beaird Harris Wealth Management
Texas
– -$1.23K -16 Closed
GI
771
Gradient Investments
Minnesota
– -$539 -7 Closed
LF
772
Lee Financial
Texas
– -$308 -4 Closed
TCOV
773
Trust Company of Vermont
Vermont
– -$77 -1 Closed
EWA
774
EP Wealth Advisors
California
– +$1.6M +19,600 New