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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
DF
876
Dunhill Financial
United Kingdom
$8.12K +$2.1K +16 +35%
AT
877
Arlington Trust
Alabama
$8.01K – – –
AW
878
Avion Wealth
Texas
$8K +$262 +2 +3%
RWS
879
Retirement Wealth Solutions
Wisconsin
$7.67K +$8.12K +62 New
TCA
880
Trifecta Capital Advisors
Illinois
$7.22K – – –
WWP
881
WR Wealth Planners
Missouri
$7.09K +$2.36K +18 +50%
T
882
Transce3nd
Texas
$6.57K +$6.55K +50 New
RWM
883
Ruedi Wealth Management
Illinois
$6.43K – – –
CWA
884
Carolina Wealth Advisors
South Carolina
$6.04K – – –
GFPC
885
Global Financial Private Client
Florida
$6.04K +$917 +7 +18%
HWP
886
Highline Wealth Partners
California
$6.04K +$1.31K +10 +28%
WCM
887
WealthTrak Capital Management
Virginia
$5.91K +$5.89K +45 New
JGIA
888
Jackson Grant Investment Advisers
Connecticut
$5.78K – – –
OCM
889
Orion Capital Management
California
$5.51K +$5.5K +42 New
FWM
890
FSA Wealth Management
Massachusetts
$5.12K – – –
EBA
891
Eagle Bay Advisors
New York
$4.73K – – –
AP
892
Aspect Partners
Virginia
$4.33K +$262 +2 +6%
HI
893
Hoey Investments
Pennsylvania
$4.2K – – –
DPW
894
DiNuzzo Private Wealth
Pennsylvania
$4.2K +$131 +1 +3%
GSWM
895
Golden State Wealth Management
California
$4.07K +$4.06K +31 New
M
896
MOTCO
Texas
$3.81K -$654K -4,995 -99%
PP
897
Pacifica Partners
Canada
$3.77K – – –
BAM
898
Bellevue Asset Management
Washington
$3.68K – – –
RTL
899
Red Tortoise LLC
Georgia
$3.68K +$3.67K +28 New
TCM
900
TD Capital Management
Tennessee
$3.54K +$3.54K +27 New
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