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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
FGAM
758
Financial Gravity Asset Management
Texas
-$19.2K -77 Closed
LAM
759
Lakewood Asset Management
Illinois
-$6K -75 Closed
First Manhattan
760
First Manhattan
New York
-$5.39K -70 Closed
CA
761
Crewe Advisors
Utah
-$5.23K -68 Closed
MPCL
762
My Personal CFO LLC
Washington
-$4.16K -54 Closed
CT
763
Cambridge Trust
Massachusetts
-$3K -39 Closed
ANBT
764
American National Bank & Trust
Texas
-$3K -37 Closed
RBC
765
Romano Brothers & Co
Illinois
-$2.77K -36 Closed
FA
766
Fiduciary Alliance
South Carolina
-$2.46K -32 Closed
SC
767
Sierra Capital
Florida
-$2K -30 Closed
CAL
768
Capital Advisors Ltd
Ohio
-$2K -29 Closed
AA
769
Addison Advisors
Vermont
-$2K -26 Closed
CAM
770
ClariVest Asset Management
California
-$1K -18 Closed
BHWM
771
Beaird Harris Wealth Management
Texas
-$1.23K -16 Closed
GI
772
Gradient Investments
Minnesota
-$539 -7 Closed
LF
773
Lee Financial
Texas
-$308 -4 Closed
TCOV
774
Trust Company of Vermont
Vermont
-$77 -1 Closed
EWA
775
EP Wealth Advisors
California
+$1.6M +19,600 New