We are live on ! Find out more
CBRE icon

CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
876
Capital Asset Advisory Services
Michigan
$208K +$196K +1,246 New
WRPWM
877
Werba Rubin Papier Wealth Management
California
$207K +$203K +1,288 New
IA
878
IFC Advisors
California
$206K +$202K +1,284 New
QFA
879
Quantum Financial Advisors
California
$206K +$472 +3 +0.2%
VDC
880
Van Diest Capital
Iowa
$206K +$201K +1,281 New
ST
881
Smithfield Trust
Pennsylvania
$206K – – –
I
882
InceptionR
California
$204K -$367K -2,336 -65%
CAL
883
Capital Analysts LLC
Pennsylvania
$195K -$3.77K -24 -2%
BF
884
BOK Financial
Oklahoma
$188K -$55.7K -354 -23%
VCM
885
Versant Capital Management
Arizona
$179K +$13.4K +85 +8%
CIAM
886
Caitong International Asset Management
Hong Kong
$177K +$104K +662 +152%
MGI
887
Miller Global Investments
Texas
$174K +$170K +1,080 New
USB
888
Union Savings Bank
Connecticut
$173K +$170K +1,079 New
RIL
889
Rothschild Investment LLC
Illinois
$167K +$6.76K +43 +4%
WA
890
Westfuller Advisors
New York
$164K -$7.7K -49 -5%
GBT
891
Grove Bank & Trust
Florida
$163K -$4.09K -26 -3%
CFO
892
CVA Family Office
Colorado
$159K +$943 +6 +0.6%
QC
893
Quent Capital
New York
$155K +$314 +2 +0.2%
CH
894
Cromwell Holdings
Wyoming
$153K +$19K +121 +15%
SWA
895
SOA Wealth Advisors
New York
$150K – – –
LFG
896
Larson Financial Group
Missouri
$149K +$23.4K +149 +19%
AIM
897
Anchor Investment Management
South Carolina
$144K – – –
ESC
898
Eurizon SLJ Capital
$141K +$137K +874 New
OL
899
OneFund LLC
Florida
$138K +$7.39K +47 +6%
PTC
900
Private Trust Company
Ohio
$135K -$1.26K -8 -0.9%
34 35
36
37 38