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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
851
Sage Mountain Advisors
Georgia
$208K +$204K +1,317 New
HCA
852
Harbour Capital Advisors
Virginia
$206K +$209K +1,351 New
CW
853
Channel Wealth
California
$203K +$199K +1,288 New
ST
854
Smithfield Trust
Pennsylvania
$202K – – –
JFG
855
Jefferies Financial Group
New York
$202K +$198K +1,280 New
QFA
856
Quantum Financial Advisors
California
$202K +$198K +1,280 New
HI
857
Humankind Investments
New York
$201K -$30.2K -195 -13%
ABWM
858
Alpine Bank Wealth Management
Colorado
$199K – – –
IWA
859
Icon Wealth Advisors
Texas
$196K +$45.5K +294 +31%
CAL
860
Capital Analysts LLC
Pennsylvania
$194K -$80.8K -522 -30%
WA
861
Westfuller Advisors
New York
$168K +$165K +1,066 New
GBT
862
Grove Bank & Trust
Florida
$164K +$4.02K +26 +3%
VCM
863
Versant Capital Management
Arizona
$162K +$12.1K +78 +8%
RIL
864
Rothschild Investment LLC
Illinois
$157K +$619 +4 +0.4%
CFO
865
CVA Family Office
Colorado
$154K +$6.81K +44 +5%
QC
866
Quent Capital
New York
$151K +$149K +960 New
SWA
867
SOA Wealth Advisors
New York
$147K – – –
AIM
868
Anchor Investment Management
South Carolina
$141K -$7.74K -50 -5%
PTC
869
Private Trust Company
Ohio
$133K -$10.2K -66 -7%
CH
870
Cromwell Holdings
Wyoming
$130K – – –
OIA
871
Optimum Investment Advisors
Illinois
$130K – – –
HI
872
Harbour Investments
Wisconsin
$128K +$2.48K +16 +2%
GRP
873
Global Retirement Partners
California
$128K +$17.2K +111 +16%
OL
874
OneFund LLC
Florida
$128K +$4.49K +29 +4%
LFG
875
Larson Financial Group
Missouri
$123K +$11.9K +77 +11%
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