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CBRE Group
CBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
926
Cornerstone Planning Group
New Jersey
$29.8K +$2.48K +16 +9%
GWM
927
Geneos Wealth Management
Colorado
$28.2K -$50.7K -328 -65%
PWAM
928
Private Wealth Asset Management
Iowa
$26.8K – – –
CI
929
Clal Insurance
Israel
$26K -$1.7K -11 -6%
OP
930
ORG Partners
Indiana
$25.8K +$18.4K +119 +264%
CFD
931
Creative Financial Designs
Indiana
$25.7K -$619 -4 -2%
WTC
932
WhitTier Trust Company
Nevada
$24.4K – – –
KPP
933
Kings Path Partners
Texas
$24.3K – – –
MCM
934
Manchester Capital Management
Vermont
$23.9K -$2.48K -16 -10%
TCOV
935
Trust Company of Vermont
Vermont
$23.6K – – –
W
936
WealthCollab
Washington
$21.6K – – –
OCM
937
Osterweis Capital Management
California
$21.4K – – –
MA
938
MCF Advisors
Kentucky
$21.3K – – –
CYG
939
Clean Yield Group
Vermont
$21.1K – – –
MAM
940
Meeder Asset Management
Ohio
$20.6K -$173K -1,116 -89%
SIC
941
Salem Investment Counselors
North Carolina
$20.2K -$1.39K -9 -7%
CT
942
Clearstead Trust
Maine
$20K – – –
JWA
943
JFS Wealth Advisors
Pennsylvania
$20K – – –
NC
944
North Capital
Utah
$19.7K +$155 +1 +0.8%
CT
945
Colonial Trust
South Carolina
$19.2K +$619 +4 +3%
JWM
946
JPL Wealth Management
Colorado
$18.8K +$18.4K +119 New
EP
947
Essential Partners
California
$18.1K +$14.2K +92 +400%
WWM
948
Wolff Wiese Magana
California
$17.5K – – –
LCM
949
Logan Capital Management
Pennsylvania
$16.9K – – –
DWM
950
Dogwood Wealth Management
Kansas
$15.9K +$619 +4 +4%
36 37
38
39 40