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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
901
Hollencrest Capital Management
California
$9.68K +$10.1K +74 New
SIM
902
Synergy Investment Management
Florida
$9.55K – – –
CAL
903
Capital Advisors Ltd
Ohio
$9K – – –
CMP
904
Coston McIsaac & Partners
Maine
$9K – – –
MSWA
905
Marshall & Sterling Wealth Advisors
New York
$8.89K +$9.24K +68 New
MSG
906
Main Street Group
Virginia
$8.5K – – –
GFPC
907
Global Financial Private Client
Florida
$8.5K +$2.58K +19 +41%
RWM
908
Raffa Wealth Management
District of Columbia
$8.37K – – –
NSIM
909
North Star Investment Management
Illinois
$8.24K – – –
HWP
910
Highline Wealth Partners
California
$8.24K +$2.31K +17 +37%
RWS
911
Retirement Wealth Solutions
Wisconsin
$8.11K – – –
T
912
Transce3nd
Texas
$8.11K +$1.63K +12 +24%
AW
913
Avion Wealth
Texas
$8K – – –
AT
914
Arlington Trust
Alabama
$7.98K – – –
TCA
915
Trifecta Capital Advisors
Illinois
$7.19K – – –
RWM
916
Ruedi Wealth Management
Illinois
$6.41K – – –
CWA
917
Carolina Wealth Advisors
South Carolina
$6.02K – – –
DF
918
Dunhill Financial
United Kingdom
$5.97K -$2.17K -16 -26%
JGIA
919
Jackson Grant Investment Advisers
Connecticut
$5.75K – – –
OCM
920
Orion Capital Management
California
$5.49K – – –
FWM
921
FSA Wealth Management
Massachusetts
$5.1K – – –
CFB
922
Cullen/Frost Bankers
Texas
$5.1K +$5.3K +39 New
AP
923
Aspect Partners
Virginia
$4.32K – – –
OP
924
ORG Partners
Indiana
$4.19K +$4.35K +32 New
DPW
925
DiNuzzo Private Wealth
Pennsylvania
$4.18K – – –
35 36
37
38 39