We are live on ! Find out more
CBRE icon

CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
901
Trust Company of Vermont
Vermont
$21K – – –
SIC
902
Salem Investment Counselors
North Carolina
$19.2K – – –
W
903
WealthCollab
Washington
$19.2K – – –
OCM
904
Osterweis Capital Management
California
$19.1K +$17.2K +136 New
MA
905
MCF Advisors
Kentucky
$18.9K – – –
CYG
906
Clean Yield Group
Vermont
$18.8K – – –
JWA
907
JFS Wealth Advisors
Pennsylvania
$17.8K +$506 +4 +3%
CT
908
Clearstead Trust
Maine
$17.8K +$16.1K +127 New
NC
909
North Capital
Utah
$17.4K – – –
CT
910
Colonial Trust
South Carolina
$16.5K -$632 -5 -4%
AAS
911
Ameritas Advisory Services
Nebraska
$16.5K +$14.9K +118 New
BC
912
Bayforest Capital
United Kingdom
$16.1K -$137K -1,084 -90%
WWM
913
Wolff Wiese Magana
California
$15.6K -$12.6K -100 -47%
LCM
914
Logan Capital Management
Pennsylvania
$15K -$400K -3,167 -97%
WIM
915
Westside Investment Management
California
$14K – – –
HFM
916
Harvest Fund Management
China
$14K -$67.8K -536 -84%
FFC
917
First Financial Corp
Indiana
$13.9K – – –
MAFA
918
MJT & Associates Financial Advisory
Minnesota
$13.7K – – –
DWM
919
Dogwood Wealth Management
Kansas
$13.6K +$11.8K +93 +2,325%
BI
920
Binnacle Investments
Iowa
$13.5K +$1.39K +11 +13%
AWM
921
Abound Wealth Management
Tennessee
$12.3K – – –
SC
922
Solstein Capital
California
$12.1K +$10.9K +86 New
AW
923
Avion Wealth
Texas
$12K +$3.29K +26 +43%
FMP
924
Financial Management Professionals
Texas
$11.5K – – –
TC
925
Truvestments Capital
Florida
$11.3K – – –
35 36
37
38 39