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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
801
Hemington Wealth Management
Virginia
$61K +$5.89K +45 +11%
DMBA
802
Deseret Mutual Benefit Administrators
Utah
$60.5K – – –
PWA
803
Physician Wealth Advisors
Utah
$60K +$59.8K +457 New
AWM
804
Atticus Wealth Management
Florida
$59.7K – – –
RCA
805
Runnymede Capital Advisors
Ohio
$57.8K +$57.6K +440 New
LSA
806
Leonteq Securities AG
Switzerland
$55K -$230K -1,755 -81%
APW
807
Aventura Private Wealth
Florida
$54.6K +$54.5K +416 New
SC
808
SouthState Corp
Florida
$53K +$7.07K +54 +15%
FF
809
Friedenthal Financial
New Jersey
$51.1K -$813K -6,207 -94%
CCA
810
Catalyst Capital Advisors
New York
$47.7K +$31.2K +238 +190%
BC
811
Bayforest Capital
United Kingdom
$46.9K +$46.7K +357 New
EFG
812
Ethos Financial Group
Pennsylvania
$45K -$341K -2,608 -88%
CIAM
813
Caitong International Asset Management
Hong Kong
$45K +$44.9K +343 New
LFG
814
Larson Financial Group
Missouri
$42.9K +$36.8K +281 +611%
BWL
815
Bogart Wealth LLC
Virginia
$42.4K +$3.93K +30 +10%
ADL
816
Asset Dedication LLC
California
$42.3K – – –
C
817
Covestor
United Kingdom
$40K -$2.88K -22 -7%
FMTCOCP
818
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$39K – – –
WWM
819
Wolff Wiese Magana
California
$38.5K – – –
CT
820
Colonial Trust
South Carolina
$36.5K +$23.6K +180 +184%
GWM
821
Geneos Wealth Management
Colorado
$35.1K +$1.57K +12 +5%
OC
822
Oarsman Capital
Wisconsin
$34.7K – – –
MCM
823
MV Capital Management
Maryland
$34K -$655 -5 -2%
MCM
824
Manchester Capital Management
Vermont
$33.1K -$262 -2 -0.8%
SA
825
SRH Advisors
Kansas
$32.8K – – –
31 32
33
34 35