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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
FMII
901
Farmers & Merchants Investments Inc
Nebraska
$29K – – –
CH
902
Canton Hathaway
Rhode Island
$28.7K – – –
FFO
903
Fortitude Family Office
Arizona
$28.7K +$4.68K +34 +19%
LSA
904
Leonteq Securities AG
Switzerland
$28.4K -$45.6K -331 -61%
PWMG
905
Private Wealth Management Group
New Jersey
$27.5K – – –
CPG
906
Cornerstone Planning Group
New Jersey
$26.9K -$6.06K -44 -18%
IFWM
907
Institute for Wealth Management
Colorado
$25.7K +$26.3K +191 New
SL
908
Salomon & Ludwin
Virginia
$25.6K -$4.27K -31 -14%
BIA
909
Bell Investment Advisors
California
$25.2K -$8.68K -63 -25%
RWM
910
Rialto Wealth Management
New York
$25.1K +$1.51K +11 +6%
C
911
Covestor
United Kingdom
$25K -$4.27K -31 -15%
MCM
912
Manchester Capital Management
Vermont
$23.3K +$138 +1 +0.6%
CA
913
Crewe Advisors
Utah
$22.6K +$16.4K +119 +243%
PWAM
914
Private Wealth Asset Management
Iowa
$22.5K – – –
WA
915
WPG Advisers
Maryland
$22.5K +$413 +3 +2%
WPA
916
West Paces Advisors
Georgia
$22.4K +$22.9K +166 New
JWA
917
JFS Wealth Advisors
Pennsylvania
$22.2K -$551 -4 -2%
SIM
918
Synergy Investment Management
Florida
$21.9K +$9.09K +66 +74%
CFD
919
Creative Financial Designs
Indiana
$21.7K -$7.71K -56 -26%
APFP
920
Action Point Financial Planning
Michigan
$21.1K +$22.2K +161 New
KPP
921
Kings Path Partners
Texas
$20.7K – – –
JGCM
922
Joseph Group Capital Management
Ohio
$20.2K +$9.64K +70 +88%
SGFG
923
Silver Grove Financial Group
New York
$20.2K +$20.7K +150 New
WAG
924
Wilkerson Advisory Group
Missouri
$19.5K +$4.68K +34 +31%
OC
925
Oakworth Capital
Alabama
$19.3K – – –
35 36
37
38 39