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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
901
Transamerica Financial Advisors
Florida
$31.2K -$2.48K -18 -7%
PK
902
Pflug Koory
Nebraska
$30.3K – – –
MAM
903
Meeder Asset Management
Ohio
$30K +$30.7K +223 New
FMII
904
Farmers & Merchants Investments Inc
Nebraska
$29K – – –
CH
905
Canton Hathaway
Rhode Island
$28.7K – – –
FFO
906
Fortitude Family Office
Arizona
$28.7K +$4.68K +34 +19%
LSA
907
Leonteq Securities AG
Switzerland
$28.4K -$45.6K -331 -61%
PWMG
908
Private Wealth Management Group
New Jersey
$27.5K – – –
CPG
909
Cornerstone Planning Group
New Jersey
$26.9K -$6.06K -44 -18%
IFWM
910
Institute for Wealth Management
Colorado
$25.7K +$26.3K +191 New
SL
911
Salomon & Ludwin
Virginia
$25.6K -$4.27K -31 -14%
BIA
912
Bell Investment Advisors
California
$25.2K -$8.68K -63 -25%
RWM
913
Rialto Wealth Management
New York
$25.1K +$1.51K +11 +6%
C
914
Covestor
United Kingdom
$25K -$4.27K -31 -15%
MCM
915
Manchester Capital Management
Vermont
$23.3K +$138 +1 +0.6%
CA
916
Crewe Advisors
Utah
$22.6K +$16.4K +119 +243%
PWAM
917
Private Wealth Asset Management
Iowa
$22.5K – – –
WA
918
WPG Advisers
Maryland
$22.5K +$413 +3 +2%
WPA
919
West Paces Advisors
Georgia
$22.4K +$22.9K +166 New
JWA
920
JFS Wealth Advisors
Pennsylvania
$22.2K -$551 -4 -2%
SIM
921
Synergy Investment Management
Florida
$21.9K +$9.09K +66 +74%
CFD
922
Creative Financial Designs
Indiana
$21.7K -$7.71K -56 -26%
APFP
923
Action Point Financial Planning
Michigan
$21.1K +$22.2K +161 New
KPP
924
Kings Path Partners
Texas
$20.7K – – –
JGCM
925
Joseph Group Capital Management
Ohio
$20.2K +$9.64K +70 +88%
35 36
37
38 39