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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
776
GW&K Investment Management
Massachusetts
$22K +$2.94K +27 +18%
MAM
777
Meeder Asset Management
Ohio
$21.8K -$109 -1 -0.6%
GJWM
778
Gilliland Jeter Wealth Management
Arkansas
$21.3K – – –
RI
779
Ridgewood Investments
New Jersey
$20.3K – – –
KPP
780
Kings Path Partners
Texas
$19.2K – – –
WT
781
Washington Trust
Rhode Island
$19.2K +$436 +4 +3%
SIC
782
Salem Investment Counselors
North Carolina
$17.1K – – –
W
783
WealthCollab
Washington
$17.1K – – –
CPG
784
Cornerstone Planning Group
New Jersey
$16.9K -$4.14K -38 -23%
MA
785
MCF Advisors
Kentucky
$16.8K – – –
CYG
786
Clean Yield Group
Vermont
$16.7K +$14.6K +134 New
CPA
787
Capital Performance Advisors
California
$16.3K +$14.3K +131 New
RCM
788
Raleigh Capital Management
North Carolina
$16.1K +$763 +7 +6%
CCA
789
Catalyst Capital Advisors
New York
$15.6K +$13.6K +125 New
WPA
790
West Paces Advisors
Georgia
$14.9K – – –
JWA
791
JFS Wealth Advisors
Pennsylvania
$14.3K +$436 +4 +4%
AWM
792
Abound Wealth Management
Tennessee
$13.8K +$3.27K +30 +37%
WIM
793
Westside Investment Management
California
$12.4K – – –
FFC
794
First Financial Corp
Indiana
$12.3K – – –
CT
795
Colonial Trust
South Carolina
$12.1K +$436 +4 +4%
AF
796
Advisornet Financial
Minnesota
$11.9K +$218 +2 +2%
SC
797
Steph & Co
Wisconsin
$11.3K +$9.92K +91 New
SSB
798
Sandy Spring Bank
Maryland
$10.8K +$5.45K +50 +135%
TC
799
Truvestments Capital
Florida
$10.1K +$8.83K +81 New
FMP
800
Financial Management Professionals
Texas
$10K – – –
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32
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