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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
826
Bellevue Asset Management
Washington
$3.48K – – –
SIC
827
SJS Investment Consulting
Ohio
$3.36K – – –
JIP
828
Jaffetilchin Investment Partners
Florida
$3.24K +$2.83K +26 New
KHC
829
Koesten Hirschmann & Crabtree
Kansas
$3.11K – – –
EB
830
Eastern Bank
Massachusetts
$3.11K +$2.73K +25 New
CWP
831
Concord Wealth Partners
Virginia
$2.99K -$10.5K -96 -80%
HI
832
Hoey Investments
Pennsylvania
$2.85K – – –
AAG
833
Armstrong Advisory Group
Massachusetts
$2.49K – – –
FG
834
Fairman Group
Pennsylvania
$2.37K – – –
TWD
835
True Wealth Design
Ohio
$2.12K +$436 +4 +31%
CWC
836
Carolinas Wealth Consulting
North Carolina
$2.12K +$545 +5 +42%
TSMHT
837
Thurston Springer Miller Herd & Titak
Indiana
$2.12K -$8.83K -81 -83%
SIS
838
Sound Income Strategies
Florida
$1.99K – – –
BAM
839
Belpointe Asset Management
Nevada
$1.74K +$1.53K +14 New
VCM
840
Versant Capital Management
Arizona
$1.62K – – –
HPC
841
HM Payson & Co
Maine
$1.49K +$1.31K +12 New
CAC
842
Core Alternative Capital
Georgia
$1.37K – – –
CAS
843
Coppell Advisory Solutions
Texas
$1.35K -$32.7K -300 -96%
NSIM
844
North Star Investment Management
Illinois
$1.25K – – –
TFA
845
Transamerica Financial Advisors
Florida
$1K -$54.1K -496 -100%
PMAM
846
Picton Mahoney Asset Management
Ontario, Canada
$1K +$1.09K +10 New
VWA
847
Valued Wealth Advisors
Utah
$996 – – –
CA
848
Claris Advisors
Missouri
$996 +$872 +8 New
AFS
849
Annapolis Financial Services
Maryland
$872 +$763 +7 New
RS
850
Rakuten Securities
Japan
$871 – – –
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