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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
DPW
826
DiNuzzo Private Wealth
Pennsylvania
$3.86K +$109 +1 +3%
PP
827
Pacifica Partners
Canada
$3.61K – – –
BAM
828
Bellevue Asset Management
Washington
$3.48K – – –
SIC
829
SJS Investment Consulting
Ohio
$3.36K – – –
JIP
830
Jaffetilchin Investment Partners
Florida
$3.24K +$2.83K +26 New
KHC
831
Koesten Hirschmann & Crabtree
Kansas
$3.11K – – –
EB
832
Eastern Bank
Massachusetts
$3.11K +$2.73K +25 New
CWP
833
Concord Wealth Partners
Virginia
$2.99K -$10.5K -96 -80%
HI
834
Hoey Investments
Pennsylvania
$2.85K – – –
AAG
835
Armstrong Advisory Group
Massachusetts
$2.49K – – –
FG
836
Fairman Group
Pennsylvania
$2.37K – – –
TWD
837
True Wealth Design
Ohio
$2.12K +$436 +4 +31%
CWC
838
Carolinas Wealth Consulting
North Carolina
$2.12K +$545 +5 +42%
TSMHT
839
Thurston Springer Miller Herd & Titak
Indiana
$2.12K -$8.83K -81 -83%
SIS
840
Sound Income Strategies
Florida
$1.99K – – –
BAM
841
Belpointe Asset Management
Nevada
$1.74K +$1.53K +14 New
VCM
842
Versant Capital Management
Arizona
$1.62K – – –
HPC
843
HM Payson & Co
Maine
$1.49K +$1.31K +12 New
CAC
844
Core Alternative Capital
Georgia
$1.37K – – –
CAS
845
Coppell Advisory Solutions
Texas
$1.35K -$32.7K -300 -96%
NSIM
846
North Star Investment Management
Illinois
$1.25K – – –
TFA
847
Transamerica Financial Advisors
Florida
$1K -$54.1K -496 -100%
PMAM
848
Picton Mahoney Asset Management
Ontario, Canada
$1K +$1.09K +10 New
VWA
849
Valued Wealth Advisors
Utah
$996 – – –
CA
850
Claris Advisors
Missouri
$996 +$872 +8 New
32 33
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35 36