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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
EB
901
Eastern Bank
Massachusetts
$3.28K – – –
NC
902
NewSquare Capital
Pennsylvania
$3.28K +$3.27K +25 New
CWP
903
Concord Wealth Partners
Virginia
$3.15K – – –
SIC
904
SJS Investment Consulting
Ohio
$3.02K -$524 -4 -15%
AAG
905
Armstrong Advisory Group
Massachusetts
$2.63K – – –
HCA
906
Heck Capital Advisors
Wisconsin
$2.63K +$2.62K +20 New
FWM
907
FLP Wealth Management
Arkansas
$2.5K +$2.49K +19 New
TSMHT
908
Thurston Springer Miller Herd & Titak
Indiana
$2.49K +$262 +2 +12%
CWC
909
Carolinas Wealth Consulting
North Carolina
$2.23K – – –
RS
910
Rakuten Securities
Japan
$2.23K +$1.31K +10 +143%
CWP
911
Clark Wealth Partners
Illinois
$2.23K +$2.23K +17 New
SC
912
Stance Capital
Massachusetts
$2.23K +$2.23K +17 New
SIS
913
Sound Income Strategies
Florida
$2.1K – – –
CSWM
914
Cassady Schiller Wealth Management
Ohio
$2.1K +$2.1K +16 New
GA
915
GoalVest Advisory
New York
$2.1K +$2.1K +16 New
HWA
916
HHM Wealth Advisors
Tennessee
$1.84K +$1.83K +14 New
SN
917
Sittner & Nelson
Oregon
$1.84K +$1.83K +14 New
NS
918
NBC Securities
Alabama
$1.49K -$1.43M -10,906 -100%
CAC
919
Core Alternative Capital
Georgia
$1.44K – – –
CAS
920
Coppell Advisory Solutions
Texas
$1.43K – – –
BFPW
921
BOK Financial Private Wealth
Colorado
$1.31K +$1.31K +10 New
TFA
922
Toth Financial Advisory
Virginia
$1.31K +$1.31K +10 New
FG
923
Fairman Group
Pennsylvania
$1.18K -$1.31K -10 -53%
VWA
924
Valued Wealth Advisors
Utah
$1.05K – – –
PWA
925
Principia Wealth Advisory
Texas
$1.05K +$1.05K +8 New
35 36
37
38 39