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CBRE Group

Name Holding Trade Value Shares
Change
Change in
Stake
TFF
801
The Family Firm
Maryland
-$220K -2,025 Closed
MWM
802
Mission Wealth Management
California
-$219K -2,018 Closed
CWM
803
Circle Wealth Management
New Jersey
-$218K -2,008 Closed
RWRC
804
R.W. Roge & Company
New York
-$203K -2,000 Closed
TWM
805
Tolleson Wealth Management
Texas
-$217K -2,000 Closed
BJL
806
Brighton Jones LLC
Washington
-$214K -1,974 Closed
MW
807
Marcum Wealth
Ohio
-$214K -1,974 Closed
PWPS
808
Pinnacle Wealth Planning Services
Ohio
-$214K -1,973 Closed
CSPAM
809
Cary Street Partners Asset Management
Virginia
-$214K -1,968 Closed
CW
810
CreativeOne Wealth
Kansas
-$208K -1,913 Closed
GIA
811
Gateway Investment Advisers
Ohio
-$205K -1,889 Closed
LFA
812
Landmark Financial Advisors
Kentucky
-$203K -1,873 Closed
WFI
813
West Family Investments
California
-$201K -1,854 Closed
CAAS
814
Capital Asset Advisory Services
Michigan
-$200K -1,842 Closed
GA
815
GraniteShares Advisors
New York
-$176K -1,623 Closed
PCMC
816
Paragon Capital Management (Colorado)
Colorado
-$93K -857 Closed
BAM
817
Barrett Asset Management
New York
-$85K -779 Closed
CWS
818
Confluence Wealth Services
Pennsylvania
-$46K -429 Closed
AWA
819
Amplius Wealth Advisors
Pennsylvania
-$28K -266 Closed
CH
820
Canton Hathaway
Rhode Island
-$23K -213 Closed
ACM
821
Absolute Capital Management
Pennsylvania
-$17.3K -159 Closed
MP
822
McDonald Partners
Ohio
-$17.3K -159 Closed
Optiver Holding
823
Optiver Holding
Netherlands
-$15K -159 Closed
DFCM
824
Dark Forest Capital Management
Puerto Rico
-$12K -106 Closed
GWM
825
Geneos Wealth Management
Colorado
-$9K -87 Closed