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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
801
Atlas Wealth
Ohio
$237K +$265K +1,747 New
VCM
802
Versant Capital Management
Arizona
$236K +$95.6K +629 +56%
CJ
803
Caitlin John
Michigan
$235K -$114K -748 -30%
MQWP
804
Morey & Quinn Wealth Partners
Nebraska
$234K – – –
LCM
805
LRT Capital Management
Texas
$234K +$262K +1,726 New
FMI
806
Frec Markets Inc
California
$233K +$6.84K +45 +3%
SPC
807
Sigma Planning Corp
Michigan
$232K +$5.17K +34 +2%
ISL
808
Ingalls & Snyder LLC
New York
$232K – – –
JFG
809
Jefferies Financial Group
New York
$232K +$260K +1,710 New
DWM
810
Drive Wealth Management
Utah
$231K +$456 +3 +0.2%
CWP
811
Core Wealth Partners
California
$230K – – –
GFP
812
Gryphon Financial Partners
Ohio
$229K +$4.41K +29 +2%
TAM
813
Trillium Asset Management
Massachusetts
$228K -$15.2K -100 -6%
PCM
814
Penserra Capital Management
California
$228K +$7.75K +51 +3%
CPIG
815
Chicago Partners Investment Group
Illinois
$225K +$222K +1,463 New
JSW
816
Journey Strategic Wealth
New Jersey
$224K -$39.4K -259 -14%
BRWA
817
B. Riley Wealth Advisors
Florida
$224K -$221K -1,455 -46%
SCP
818
Sivia Capital Partners
California
$219K +$246K +1,617 New
PFGIA
819
Patriot Financial Group Insurance Agency
Massachusetts
$218K +$245K +1,610 New
CWM
820
Circle Wealth Management
New Jersey
$217K – – –
CIC
821
Carnegie Investment Counsel
Ohio
$217K +$243K +1,600 New
LAM
822
L2 Asset Management
Massachusetts
$216K +$16.7K +110 +7%
DFA
823
DHJJ Financial Advisors
Illinois
$216K – – –
OL
824
Odyssean LLC
Connecticut
$216K +$242K +1,595 New
MPWT
825
MassMutual Private Wealth & Trust
Connecticut
$215K -$22.8K -150 -9%
31 32
33
34 35